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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
876
shares
|
$22,618
0.0% of portfolio
|
Q3 2025
Reduced 27.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
782
shares
|
$20,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
780
shares
|
$20,139
0.01% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
750
shares
|
$19,365
0.0% of portfolio
|
Q4 2024
Added 143.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
746
shares
|
$19,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
720
shares
|
$18,590
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
675
shares
|
$17,428
0.01% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
675
shares
|
$17,428
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
657
shares
|
$16,963
0.01% of portfolio
|
Q1 2025
Reduced 86.39%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
648
shares
|
$16,731
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
633
shares
|
$16,344
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
600
shares
|
$15,492
0.0% of portfolio
|
Q2 2025
Reduced 70.44%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
598
shares
|
$15,440
0.02% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
592
shares
|
$15,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
570
shares
|
$14,717
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
567
shares
|
$14,639
0.01% of portfolio
|
Q2 2025
Added 56600.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
564
shares
|
$14,562
0.0% of portfolio
|
Q3 2025
Reduced 76.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
547
shares
|
$14,123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
517
shares
|
$13,348
0.01% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
508
shares
|
$13,116
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
500
shares
|
$12,910
0.0% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
486
shares
|
$12,548
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
483
shares
|
$12,471
0.0% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
466
shares
|
$12,032
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
460
shares
|
$11,877
0.01% of portfolio
|
Q2 2022
Reduced 79.02%
|
|