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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
1,339,147
shares
|
$34.5 Million
2.09% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
1,338,719
shares
|
$34.4 Million
8.87% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,322,811
shares
|
$34 Million
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
1,273,141
shares
|
$32.8 Million
11.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,234,589
shares
|
$31.8 Million
0.13% of portfolio
|
Q2 2025
Added 942.16%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
1,229,744
shares
|
$31.6 Million
8.42% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
1,225,521
shares
|
$31.5 Million
19.41% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
1,221,301
shares
|
$31.4 Million
9.43% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,217,202
shares
|
$31.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 74.41%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
1,176,627
shares
|
$30.3 Million
9.88% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,154,813
shares
|
$29.7 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
1,135,811
shares
|
$29.2 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,122,640
shares
|
$28.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
1,104,339
shares
|
$28.4 Million
5.29% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,097,314
shares
|
$28.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,084,059
shares
|
$27.9 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
1,083,704
shares
|
$27.9 Million
9.63% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,080,960
shares
|
$27.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,077,066
shares
|
$27.7 Million
4.29% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
1,070,764
shares
|
$27.6 Million
7.31% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
1,070,724
shares
|
$27.5 Million
21.09% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,057,006
shares
|
$27.2 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,045,557
shares
|
$26.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,040,325
shares
|
$26.8 Million
3.8% of portfolio
|
Q2 2025
Added 71.5%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,021,775
shares
|
$26.3 Million
2.75% of portfolio
|
Q2 2025
Added 1.92%
|