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 |
|---|---|---|---|---|---|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
8,193
shares
|
$211,543
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 12, 2025 Q3 2025 |
8,170
shares
|
$210,949
0.03% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
8,133
shares
|
$209,994
0.17% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
8,128
shares
|
$209,864
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
8,088
shares
|
$208,832
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,075
shares
|
$208,496
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,068
shares
|
$208,315
0.11% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
8,056
shares
|
$208,005
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
8,008
shares
|
$206,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7,986
shares
|
$206,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
7,972
shares
|
$205,837
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,950
shares
|
$205,269
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
7,934
shares
|
$204,855
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
7,875
shares
|
$203,332
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
7,800
shares
|
$201,396
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
7,798
shares
|
$201,344
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,747
shares
|
$200,027
0.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
7,521
shares
|
$194,192
0.03% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,495
shares
|
$193,520
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
7,491
shares
|
$193,417
0.02% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
7,368
shares
|
$190,241
0.0% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$187,195
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$185,878
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
7,160
shares
|
$184,871
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$184,742
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|