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 |
|---|---|---|---|---|---|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
583,483
shares
|
$15 Million
5.3% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
581,544
shares
|
$15 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
580,237
shares
|
$14.9 Million
1.84% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
570,127
shares
|
$14.7 Million
3.66% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
568,259
shares
|
$14.6 Million
0.63% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
559,877
shares
|
$14.4 Million
2.41% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
555,556
shares
|
$14.3 Million
3.06% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
546,155
shares
|
$14.1 Million
2.86% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
545,864
shares
|
$14 Million
3.72% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
543,808
shares
|
$14 Million
4.51% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
528,624
shares
|
$13.6 Million
0.43% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
524,270
shares
|
$13.5 Million
9.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
519,812
shares
|
$13.4 Million
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
518,219
shares
|
$13.3 Million
4.82% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
517,216
shares
|
$13.3 Million
5.79% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
516,353
shares
|
$13.3 Million
0.38% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
515,735
shares
|
$13.3 Million
3.03% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
514,526
shares
|
$13.2 Million
4.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
510,992
shares
|
$13.1 Million
0.56% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
509,428
shares
|
$13.1 Million
0.01% of portfolio
|
Q2 2025
Added 82.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,321
shares
|
$13.1 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.95%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
506,851
shares
|
$13 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
497,337
shares
|
$12.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
483,046
shares
|
$12.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
482,739
shares
|
$12.4 Million
3.52% of portfolio
|
Q2 2025
New holding
|