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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,396,843
shares
|
$87.4 Million
0.19% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
3,386,531
shares
|
$87.1 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
|
$84.8 Million
2.16% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,272,279
shares
|
$84.2 Million
1.19% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,250,928
shares
|
$83.6 Million
0.01% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,206,507
shares
|
$82.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,147,105
shares
|
$81 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,870,409
shares
|
$73.9 Million
0.14% of portfolio
|
Q2 2025
Added 43.53%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,809,818
shares
|
$72.3 Million
6.91% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,773,692
shares
|
$71.4 Million
0.74% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,757,897
shares
|
$71 Million
0.02% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
2,738,170
shares
|
$70.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
2,721,147
shares
|
$70 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
2,664,456
shares
|
$68.6 Million
2.81% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,651,173
shares
|
$68.2 Million
0.01% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
2,625,342
shares
|
$67.6 Million
17.94% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
2,616,852
shares
|
$67.3 Million
11.81% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,545,750
shares
|
$65.5 Million
12.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,467,102
shares
|
$63.5 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
2,433,631
shares
|
$62.6 Million
24.78% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
2,417,553
shares
|
$62.2 Million
28.28% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,372,012
shares
|
$61 Million
0.01% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,322,096
shares
|
$59.7 Million
0.36% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,308,553
shares
|
$59.4 Million
5.22% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,289,546
shares
|
$58.9 Million
0.29% of portfolio
|
Q2 2025
Added 13.99%
|