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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,494
shares
|
$38,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,474
shares
|
$38,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,456
shares
|
$37,593
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,446
shares
|
$37,335
0.0% of portfolio
|
Q1 2025
Reduced 95.36%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
1,437
shares
|
$37,103
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,432
shares
|
$36,974
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,407
shares
|
$36,328
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,400
shares
|
$36,148
0.01% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,400
shares
|
$36,148
0.02% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,380
shares
|
$35,631
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,358
shares
|
$35,063
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,261
shares
|
$32,559
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,260
shares
|
$32,533
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,161
shares
|
$29,977
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,145
shares
|
$29,563
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,113
shares
|
$28,737
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,104
shares
|
$28,505
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,084
shares
|
$27,988
0.01% of portfolio
|
Q2 2025
Added 310.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,065
shares
|
$27,498
0.0% of portfolio
|
Q4 2023
Added 133.55%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,061
shares
|
$27,395
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,046
shares
|
$27,007
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,043
shares
|
$26,930
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$25,820
0.0% of portfolio
|
Q3 2025
Reduced 78.72%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
985
shares
|
$25,432
0.0% of portfolio
|
Q4 2024
Added 200.3%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
966
shares
|
$24,942
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|