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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
814,190
shares
|
$20.9 Million
1.71% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
799,605
shares
|
$20.6 Million
2.63% of portfolio
|
Q4 2024
Added 191.66%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
798,594
shares
|
$20.5 Million
0.05% of portfolio
|
Q2 2025
Added 530.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
790,976
shares
|
$20.4 Million
0.07% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
787,550
shares
|
$20.3 Million
14.03% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
761,428
shares
|
$19.6 Million
6.02% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
751,990
shares
|
$19.3 Million
1.62% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
750,348
shares
|
$19.3 Million
2.62% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
745,544
shares
|
$19.2 Million
4.1% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
739,052
shares
|
$19 Million
5.28% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
732,882
shares
|
$18.9 Million
7.32% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
716,488
shares
|
$18.4 Million
2.77% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
694,202
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
693,121
shares
|
$17.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
690,914
shares
|
$17.8 Million
0.03% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
661,901
shares
|
$17 Million
3.39% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
652,952
shares
|
$16.8 Million
1.5% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
650,185
shares
|
$16.7 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
635,212
shares
|
$16.3 Million
0.03% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
629,376
shares
|
$16.2 Million
0.57% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
624,863
shares
|
$16.1 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
620,688
shares
|
$16 Million
8.36% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
620,086
shares
|
$16 Million
6.85% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
614,063
shares
|
$15.8 Million
2.52% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
604,777
shares
|
$15.6 Million
4.45% of portfolio
|
Q2 2025
Reduced 33.42%
|