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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,011,946
shares
|
$26.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,003,113
shares
|
$25.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,002,272
shares
|
$25.9 Million
0.14% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
999,471
shares
|
$25.8 Million
0.64% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
980,783
shares
|
$25.3 Million
4.91% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
954,007
shares
|
$24.6 Million
12.88% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
951,935
shares
|
$24.6 Million
0.7% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
932,126
shares
|
$24.1 Million
5.94% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
921,412
shares
|
$23.8 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2025 Q3 2025 |
908,756
shares
|
$23.5 Million
9.87% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
900,010
shares
|
$23.2 Million
0.0% of portfolio
|
Q3 2025
Added 415.46%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
899,223
shares
|
$23.2 Million
2.52% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
897,719
shares
|
$23.2 Million
3.2% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 07, 2025 Q3 2025 |
887,500
shares
|
$22.9 Million
11.07% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
887,200
shares
|
$22.9 Million
8.41% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
878,308
shares
|
$22.7 Million
20.5% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
868,134
shares
|
$22.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 50.93%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
852,608
shares
|
$22 Million
7.68% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
852,597
shares
|
$22 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
851,381
shares
|
$22 Million
0.03% of portfolio
|
Q3 2025
Added 23.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
846,141
shares
|
$21.8 Million
0.73% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
830,952
shares
|
$21.5 Million
2.16% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
818,964
shares
|
$21.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
817,820
shares
|
$21.1 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
809,927
shares
|
$20.9 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.52%
|
|