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 |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
410,306
shares
|
$10.6 Million
4.77% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
410,055
shares
|
$10.6 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
407,400
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
398,870
shares
|
$10.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
392,406
shares
|
$10.1 Million
0.11% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
387,881
shares
|
$9.98 Million
7.91% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
387,281
shares
|
$9.96 Million
0.08% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
385,570
shares
|
$9.92 Million
0.12% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
372,024
shares
|
$9.57 Million
0.34% of portfolio
|
Q4 2023
Reduced 12.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
369,435
shares
|
$9.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
364,072
shares
|
$9.37 Million
4.06% of portfolio
|
Q2 2025
Added 43.64%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
362,421
shares
|
$9.33 Million
0.08% of portfolio
|
Q4 2022
Added 75.49%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
359,342
shares
|
$9.25 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
354,112
shares
|
$9.11 Million
0.02% of portfolio
|
Q2 2025
Added 123.74%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
352,527
shares
|
$9.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
347,771
shares
|
$8.95 Million
0.12% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
347,222
shares
|
$8.93 Million
3.86% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
344,343
shares
|
$8.86 Million
0.0% of portfolio
|
Q2 2025
Added 35.66%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
341,799
shares
|
$8.79 Million
1.33% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
332,891
shares
|
$8.57 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
331,818
shares
|
$8.54 Million
6.16% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
327,595
shares
|
$8.43 Million
3.79% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
327,350
shares
|
$8.42 Million
3.85% of portfolio
|
Q2 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
326,901
shares
|
$8.41 Million
6.83% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
326,834
shares
|
$8.41 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.47%
|