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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,013,573
shares
|
$26.1 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,006,158
shares
|
$25.9 Million
0.17% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,000,692
shares
|
$25.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
999,947
shares
|
$25.7 Million
19.04% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
982,798
shares
|
$25.3 Million
15.14% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
979,600
shares
|
$25.2 Million
4.84% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
954,007
shares
|
$24.5 Million
12.88% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
931,488
shares
|
$24 Million
9.88% of portfolio
|
Q2 2025
Reduced 70.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
928,831
shares
|
$23.9 Million
0.7% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
922,238
shares
|
$23.7 Million
2.26% of portfolio
|
Q2 2025
Added 36.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
922,179
shares
|
$23.7 Million
0.61% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
898,858
shares
|
$23.1 Million
2.54% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
888,459
shares
|
$22.9 Million
0.43% of portfolio
|
Q2 2025
Added 69.98%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 07, 2025 Q3 2025 |
887,500
shares
|
$22.8 Million
11.07% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
887,200
shares
|
$22.8 Million
8.41% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
883,695
shares
|
$22.7 Million
14.4% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
881,493
shares
|
$22.7 Million
3.07% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
876,957
shares
|
$22.6 Million
5.6% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
865,959
shares
|
$22.3 Million
8.1% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
863,248
shares
|
$22.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
858,887
shares
|
$22.1 Million
20.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
853,493
shares
|
$22 Million
7.67% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
852,181
shares
|
$21.9 Million
2.22% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
844,089
shares
|
$21.7 Million
0.73% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
821,814
shares
|
$21.1 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.76%
|