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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,260,548
shares
|
$58.2 Million
0.1% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,235,852
shares
|
$57.5 Million
0.05% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,207,208
shares
|
$56.8 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,133,520
shares
|
$54.9 Million
0.45% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,113,575
shares
|
$54.4 Million
0.04% of portfolio
|
Q2 2025
Added 230.53%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,086,855
shares
|
$53.7 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
|
$53.3 Million
4.83% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,025,879
shares
|
$52.1 Million
4.17% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,864,325
shares
|
$48 Million
4.27% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,777,484
shares
|
$45.7 Million
12.35% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,769,342
shares
|
$45.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
1,766,114
shares
|
$45.4 Million
17.71% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
1,639,862
shares
|
$42.2 Million
2.68% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,583,013
shares
|
$40.7 Million
13.77% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
1,560,616
shares
|
$40.2 Million
19.56% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,539,575
shares
|
$39.6 Million
2.46% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
1,537,151
shares
|
$39.6 Million
2.24% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,529,675
shares
|
$39.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,514,413
shares
|
$39 Million
16.67% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,513,108
shares
|
$38.9 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,495,896
shares
|
$38.5 Million
4.02% of portfolio
|
Q4 2024
Added 169.12%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,465,459
shares
|
$37.7 Million
0.17% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,375,023
shares
|
$35.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
1,373,871
shares
|
$35.3 Million
7.64% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,339,244
shares
|
$34.5 Million
0.01% of portfolio
|
Q2 2025
Added 27.9%
|