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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
1,260
shares
|
$32,533
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,145
shares
|
$29,563
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
1,130
shares
|
$29,176
0.01% of portfolio
|
Q4 2025
Reduced 2.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,113
shares
|
$28,737
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,104
shares
|
$28,505
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,084
shares
|
$27,988
0.01% of portfolio
|
Q2 2025
Added 310.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,065
shares
|
$27,498
0.0% of portfolio
|
Q4 2023
Added 133.55%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,061
shares
|
$27,395
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,046
shares
|
$27,007
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,043
shares
|
$26,930
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$25,820
0.0% of portfolio
|
Q3 2025
Reduced 78.72%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
985
shares
|
$25,432
0.0% of portfolio
|
Q4 2024
Added 200.3%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
966
shares
|
$24,942
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
876
shares
|
$22,618
0.0% of portfolio
|
Q3 2025
Reduced 27.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
786
shares
|
$20,294
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
782
shares
|
$20,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
780
shares
|
$20,139
0.01% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
750
shares
|
$19,365
0.0% of portfolio
|
Q4 2024
Added 143.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
746
shares
|
$19,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
720
shares
|
$18,590
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
675
shares
|
$17,428
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
675
shares
|
$17,428
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
657
shares
|
$16,963
0.01% of portfolio
|
Q1 2025
Reduced 86.39%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
648
shares
|
$16,731
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
633
shares
|
$16,344
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|