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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
229,974
shares
|
$5.92 Million
0.05% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
228,377
shares
|
$5.88 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
228,227
shares
|
$5.87 Million
1.67% of portfolio
|
Q2 2025
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
228,179
shares
|
$5.87 Million
4.21% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
227,420
shares
|
$5.85 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
226,960
shares
|
$5.84 Million
1.92% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
225,410
shares
|
$5.8 Million
0.37% of portfolio
|
Q2 2025
Added 910.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
222,562
shares
|
$5.73 Million
0.27% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
221,297
shares
|
$5.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
217,616
shares
|
$5.6 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
216,044
shares
|
$5.56 Million
0.07% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
214,502
shares
|
$5.52 Million
0.6% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
212,593
shares
|
$5.47 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
212,462
shares
|
$5.47 Million
0.71% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
211,942
shares
|
$5.45 Million
3.21% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
209,698
shares
|
$5.4 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
208,063
shares
|
$5.35 Million
3.69% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
206,880
shares
|
$5.32 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
204,793
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
Added 107.15%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
204,510
shares
|
$5.26 Million
0.05% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
203,532
shares
|
$5.24 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
203,177
shares
|
$5.23 Million
1.34% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
203,143
shares
|
$5.23 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
203,009
shares
|
$5.22 Million
6.21% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
202,687
shares
|
$5.22 Million
1.62% of portfolio
|
Q2 2025
Reduced 2.59%
|