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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
136,915
shares
|
$3.52 Million
0.01% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
136,891
shares
|
$3.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
136,693
shares
|
$3.52 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
135,596
shares
|
$3.49 Million
0.24% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
135,412
shares
|
$3.48 Million
0.1% of portfolio
|
Q3 2025
Added 24.04%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
135,286
shares
|
$3.48 Million
0.3% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
132,600
shares
|
$3.41 Million
1.36% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
131,676
shares
|
$3.39 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
131,441
shares
|
$3.38 Million
0.47% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
130,208
shares
|
$3.35 Million
1.25% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
128,972
shares
|
$3.32 Million
0.04% of portfolio
|
Q2 2025
Added 87.56%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
128,938
shares
|
$3.32 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
128,548
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
127,912
shares
|
$3.29 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Oct 16, 2025 Q3 2025 |
127,576
shares
|
$3.28 Million
2.46% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
127,404
shares
|
$3.28 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
127,374
shares
|
$3.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
127,295
shares
|
$3.28 Million
0.5% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
126,397
shares
|
$3.25 Million
0.27% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
126,364
shares
|
$3.25 Million
0.29% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
125,830
shares
|
$3.24 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
124,098
shares
|
$3.19 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
124,011
shares
|
$3.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
123,814
shares
|
$3.19 Million
2.01% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
123,527
shares
|
$3.18 Million
0.6% of portfolio
|
Q4 2024
Added 197.1%
|