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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
485,586
shares
|
$12.5 Million
0.49% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
482,736
shares
|
$12.5 Million
0.06% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
478,351
shares
|
$12.4 Million
0.69% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
477,901
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
475,614
shares
|
$12.3 Million
5.4% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
472,306
shares
|
$12.2 Million
3.46% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
467,399
shares
|
$12.1 Million
3.34% of portfolio
|
Q4 2025
Added 1.97%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
467,013
shares
|
$12.1 Million
3.5% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
459,145
shares
|
$11.9 Million
6.58% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
458,858
shares
|
$11.8 Million
0.1% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
458,575
shares
|
$11.8 Million
3.67% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
450,000
shares
|
$11.6 Million
0.46% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 06, 2026 Q4 2025 |
447,737
shares
|
$11.6 Million
4.01% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
443,982
shares
|
$11.5 Million
2.52% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
441,861
shares
|
$11.4 Million
2.44% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
436,091
shares
|
$11.3 Million
4.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
427,492
shares
|
$11 Million
4.28% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
426,051
shares
|
$11 Million
2.08% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
425,763
shares
|
$11 Million
1.05% of portfolio
|
Q4 2025
Reduced 5.75%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
412,637
shares
|
$10.7 Million
1.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
412,345
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
410,095
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
410,055
shares
|
$10.6 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
409,952
shares
|
$10.6 Million
4.78% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jan 21, 2026 Q4 2025 |
408,391
shares
|
$10.5 Million
2.34% of portfolio
|
Q4 2025
Reduced 2.12%
|
|