Institutional Ownership Schwab Strategic Tr Us Broad M (SCHB)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB). We have compiled data on the 1,394 institutions that hold shares in the stock, with a total of 495 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
2,016
shares
|
$52,053
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
1,980
shares
|
$51,123
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,900
shares
|
$49,058
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,881
shares
|
$48,567
0.0% of portfolio
|
Q2 2025
Added 209.52%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
1,777
shares
|
$45,882
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,775
shares
|
$45,830
0.0% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,715
shares
|
$44,281
0.02% of portfolio
|
Q4 2024
Added 200.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,684
shares
|
$43,480
0.01% of portfolio
|
Q2 2023
Reduced 7.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
1,681
shares
|
$43,403
0.0% of portfolio
|
Q4 2025
Added 17.39%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,670
shares
|
$43,119
0.0% of portfolio
|
Q3 2025
Added 39.17%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
1,622
shares
|
$41,880
0.0% of portfolio
|
Q3 2025
Reduced 21.45%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,621
shares
|
$41,854
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
1,580
shares
|
$40,795
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,542
shares
|
$39,814
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,494
shares
|
$38,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,474
shares
|
$38,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,456
shares
|
$37,593
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,446
shares
|
$37,335
0.0% of portfolio
|
Q1 2025
Reduced 95.36%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
1,437
shares
|
$37,103
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,407
shares
|
$36,328
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,400
shares
|
$36,148
0.01% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,400
shares
|
$36,148
0.02% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,380
shares
|
$35,631
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,358
shares
|
$35,063
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,261
shares
|
$32,559
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|