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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
479,748
shares
|
$12.3 Million
5.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
478,355
shares
|
$12.3 Million
3.57% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
472,306
shares
|
$12.2 Million
3.46% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
472,025
shares
|
$12.1 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
469,414
shares
|
$12.1 Million
3.69% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
464,093
shares
|
$11.9 Million
1.3% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
458,367
shares
|
$11.8 Million
3.28% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
457,300
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 01, 2025 Q3 2025 |
452,104
shares
|
$11.6 Million
4.06% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
451,611
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 183.93%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
451,216
shares
|
$11.6 Million
2.79% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
450,000
shares
|
$11.6 Million
0.47% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Sep 29, 2025 Q2 2025 |
448,494
shares
|
$11.5 Million
4.82% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
446,488
shares
|
$11.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
441,861
shares
|
$11.4 Million
2.44% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
435,153
shares
|
$11.2 Million
0.17% of portfolio
|
Q3 2025
Added 65.43%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
428,601
shares
|
$11 Million
2.6% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
427,492
shares
|
$11 Million
4.28% of portfolio
|
Q3 2025
New holding
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
423,629
shares
|
$10.9 Million
6.49% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
421,032
shares
|
$10.8 Million
0.23% of portfolio
|
Q2 2025
Added 77.32%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
417,227
shares
|
$10.7 Million
1.73% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
416,347
shares
|
$10.7 Million
2.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
415,324
shares
|
$10.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 37.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
413,848
shares
|
$10.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
412,412
shares
|
$10.6 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.0%
|