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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
2,204,784
shares
|
$56.9 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,141,423
shares
|
$55.3 Million
0.43% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,086,855
shares
|
$53.9 Million
11.8% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,072,181
shares
|
$53.5 Million
4.83% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
2,019,089
shares
|
$52.1 Million
4.18% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
1,935,521
shares
|
$50 Million
15.94% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,840,257
shares
|
$47.5 Million
4.18% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,777,484
shares
|
$45.9 Million
12.35% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
1,766,114
shares
|
$45.6 Million
17.71% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,667,087
shares
|
$43 Million
0.12% of portfolio
|
Q3 2025
Added 35.03%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,636,658
shares
|
$42.3 Million
2.72% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,581,800
shares
|
$40.8 Million
0.06% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
1,572,741
shares
|
$40.6 Million
19.55% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
1,544,520
shares
|
$39.9 Million
2.44% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
1,518,936
shares
|
$39.2 Million
0.77% of portfolio
|
Q3 2025
Added 422.67%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,495,896
shares
|
$38.6 Million
4.02% of portfolio
|
Q4 2024
Added 169.12%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,447,563
shares
|
$37.4 Million
16.79% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,436,589
shares
|
$37.1 Million
0.01% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,414,828
shares
|
$36.5 Million
0.15% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,404,466
shares
|
$36.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,403,710
shares
|
$36.2 Million
0.01% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
1,394,411
shares
|
$36 Million
9.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,380,946
shares
|
$35.7 Million
0.4% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
1,373,871
shares
|
$35.5 Million
7.64% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
1,339,147
shares
|
$34.6 Million
2.09% of portfolio
|
Q3 2025
Reduced 2.58%
|
|