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 1,376 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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
3,386,531
shares
|
$87.4 Million
13.09% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
3,294,953
shares
|
$85.1 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
3,237,353
shares
|
$83.6 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,196,333
shares
|
$82.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,147,105
shares
|
$81.3 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,137,696
shares
|
$81 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,916,802
shares
|
$75.3 Million
0.42% of portfolio
|
Q3 2025
Added 25.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,892,781
shares
|
$74.7 Million
0.77% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,829,254
shares
|
$73.1 Million
0.02% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,809,818
shares
|
$72.5 Million
6.91% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,727,224
shares
|
$70.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
2,721,683
shares
|
$70.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
2,687,620
shares
|
$69.4 Million
2.92% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
2,683,753
shares
|
$69.3 Million
12.58% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,667,121
shares
|
$68.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
2,625,342
shares
|
$67.8 Million
17.94% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
2,610,481
shares
|
$67.4 Million
1.31% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
2,609,510
shares
|
$67.4 Million
11.69% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,467,102
shares
|
$63.7 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,455,959
shares
|
$63.4 Million
0.1% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,419,843
shares
|
$62.5 Million
0.01% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
2,417,553
shares
|
$62.4 Million
28.28% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,308,553
shares
|
$59.6 Million
5.22% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,286,694
shares
|
$59 Million
0.04% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,250,092
shares
|
$58.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.64%
|
|