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 1,379 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
195,872
shares
|
$5.06 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
195,768
shares
|
$5.05 Million
0.89% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
195,348
shares
|
$5.04 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,838
shares
|
$5.03 Million
0.01% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
194,708
shares
|
$5.03 Million
3.89% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
193,932
shares
|
$5.01 Million
0.02% of portfolio
|
Q3 2025
Added 60.51%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
193,856
shares
|
$5.01 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
193,665
shares
|
$5 Million
1.37% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
192,615
shares
|
$4.97 Million
0.09% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
191,408
shares
|
$4.94 Million
3.52% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
191,125
shares
|
$4.93 Million
0.75% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
190,773
shares
|
$4.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
190,393
shares
|
$4.92 Million
1.58% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
190,250
shares
|
$4.91 Million
1.06% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
189,418
shares
|
$4.89 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
187,757
shares
|
$4.85 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
187,750
shares
|
$4.85 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
185,583
shares
|
$4.79 Million
0.54% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
184,918
shares
|
$4.77 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
184,809
shares
|
$4.77 Million
1.62% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
184,089
shares
|
$4.75 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
183,417
shares
|
$4.74 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
182,729
shares
|
$4.72 Million
3.65% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
179,023
shares
|
$4.62 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
178,084
shares
|
$4.6 Million
0.91% of portfolio
|
Q3 2024
Added 3.81%
|
|