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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
43
shares
|
$1,110
0.0% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
43
shares
|
$1,110
0.0% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
42
shares
|
$1,084
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
37
shares
|
$955
0.0% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30
shares
|
$774
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
26
shares
|
$671
0.0% of portfolio
|
Q3 2025
Reduced 79.37%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
20
shares
|
$516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
18
shares
|
$464
0.0% of portfolio
|
Q4 2025
Reduced 47.06%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
17
shares
|
$438
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|