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 |
|---|---|---|---|---|---|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
10,007
shares
|
$258,380
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
9,984
shares
|
$257,786
0.02% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
9,978
shares
|
$257,631
0.0% of portfolio
|
Q3 2025
Reduced 58.37%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
9,936
shares
|
$256,547
0.03% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,934
shares
|
$256,495
0.06% of portfolio
|
Q4 2024
Added 202.68%
|
|
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
Nov 10, 2025 Q3 2025 |
9,933
shares
|
$256,470
0.17% of portfolio
|
Q1 2025
Reduced 21.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
9,900
shares
|
$255,618
0.0% of portfolio
|
Q3 2025
Reduced 87.13%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,897
shares
|
$255,540
0.02% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
9,880
shares
|
$255,101
0.03% of portfolio
|
Q4 2025
Added 4.22%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
9,870
shares
|
$254,843
0.15% of portfolio
|
Q4 2024
Added 181.2%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
9,835
shares
|
$253,939
0.03% of portfolio
|
Q3 2025
Reduced 93.9%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,831
shares
|
$253,836
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
9,830
shares
|
$253,810
0.07% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
9,816
shares
|
$253,449
0.08% of portfolio
|
Q3 2025
Added 104.5%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
9,809
shares
|
$253,268
0.04% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
9,779
shares
|
$252,493
0.03% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
9,741
shares
|
$251,512
0.03% of portfolio
|
Q3 2025
Reduced 22.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,732
shares
|
$251,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
9,699
shares
|
$250,428
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
9,687
shares
|
$250,118
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
9,669
shares
|
$249,653
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
9,635
shares
|
$248,775
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
9,600
shares
|
$247,872
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
9,585
shares
|
$247,484
0.23% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,573
shares
|
$247,174
0.31% of portfolio
|
Q1 2024
Added 0.3%
|
|