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 1,376 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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
485,586
shares
|
$12.5 Million
0.49% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
482,736
shares
|
$12.5 Million
0.06% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
479,748
shares
|
$12.4 Million
5.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
477,901
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
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
|
$12.2 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
467,013
shares
|
$12.1 Million
3.5% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
459,145
shares
|
$11.9 Million
6.58% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
458,858
shares
|
$11.8 Million
0.1% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
458,575
shares
|
$11.8 Million
3.67% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
458,367
shares
|
$11.8 Million
3.28% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 01, 2025 Q3 2025 |
452,104
shares
|
$11.7 Million
4.06% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
451,757
shares
|
$11.7 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
450,000
shares
|
$11.6 Million
0.47% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
441,861
shares
|
$11.4 Million
2.44% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
441,829
shares
|
$11.4 Million
2.59% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
436,091
shares
|
$11.3 Million
4.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
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%
|
|
|
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
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
426,051
shares
|
$11 Million
2.08% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
417,227
shares
|
$10.8 Million
2.4% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
417,227
shares
|
$10.8 Million
1.73% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
412,663
shares
|
$10.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
412,637
shares
|
$10.7 Million
1.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
412,345
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.69%
|
|