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 1,379 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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
10,578
shares
|
$273,123
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
10,531
shares
|
$271,910
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
10,500
shares
|
$271,110
0.15% of portfolio
|
Q3 2025
Reduced 20.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
10,495
shares
|
$270,980
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
10,438
shares
|
$269,509
0.23% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
10,428
shares
|
$269,250
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,382
shares
|
$268,063
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
10,274
shares
|
$265,274
0.0% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,266
shares
|
$265,068
0.06% of portfolio
|
Q3 2025
Reduced 31.87%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
10,262
shares
|
$264,964
0.1% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
10,230
shares
|
$264,138
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
10,228
shares
|
$264,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,222
shares
|
$263,932
0.03% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
10,200
shares
|
$263,364
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
10,197
shares
|
$263,286
0.11% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
10,188
shares
|
$263,054
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
10,186
shares
|
$263,002
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
10,176
shares
|
$262,744
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
10,176
shares
|
$262,744
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
10,174
shares
|
$262,692
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,141
shares
|
$261,840
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
10,141
shares
|
$261,840
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Lake Advisory, LLC
|
Oct 14, 2025 Q3 2025 |
10,112
shares
|
$261,091
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,083
shares
|
$260,343
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,040
shares
|
$259,232
0.07% of portfolio
|
Q3 2025
Added 11.47%
|
|