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 1,348 institutions that hold shares in the stock, with a total of 565 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
325,418
shares
|
$8.37 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
325,395
shares
|
$8.37 Million
1.72% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
322,009
shares
|
$8.29 Million
1.11% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
320,857
shares
|
$8.26 Million
15.9% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
320,591
shares
|
$8.25 Million
0.56% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
317,485
shares
|
$8.17 Million
2.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
314,458
shares
|
$8.09 Million
4.36% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
314,212
shares
|
$8.08 Million
1.17% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
313,715
shares
|
$8.07 Million
4.25% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
308,184
shares
|
$7.93 Million
1.54% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
303,855
shares
|
$7.82 Million
1.05% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
302,882
shares
|
$7.79 Million
0.79% of portfolio
|
Q3 2023
Added 4.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
298,171
shares
|
$7.67 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
298,086
shares
|
$7.67 Million
3.37% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
297,252
shares
|
$7.65 Million
0.19% of portfolio
|
Q3 2025
Added 31.81%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
297,226
shares
|
$7.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
289,055
shares
|
$7.44 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
288,578
shares
|
$7.43 Million
5.05% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
287,423
shares
|
$7.4 Million
0.84% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
279,101
shares
|
$7.18 Million
0.18% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
278,850
shares
|
$7.17 Million
0.84% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
274,627
shares
|
$7.07 Million
0.18% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
270,045
shares
|
$6.95 Million
22.15% of portfolio
|
Q3 2023
Added 3.06%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
268,527
shares
|
$6.91 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
268,398
shares
|
$6.91 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.49%
|