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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
410,095
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
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%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
404,265
shares
|
$10.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
387,881
shares
|
$10 Million
7.91% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
384,489
shares
|
$9.93 Million
2.03% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
380,168
shares
|
$9.82 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
375,755
shares
|
$9.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
375,640
shares
|
$9.7 Million
4.13% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
372,024
shares
|
$9.61 Million
0.34% of portfolio
|
Q4 2023
Reduced 12.79%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
365,907
shares
|
$9.45 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
362,421
shares
|
$9.36 Million
0.08% of portfolio
|
Q4 2022
Added 75.49%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
362,032
shares
|
$9.35 Million
0.0% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
357,524
shares
|
$9.23 Million
1.35% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
357,428
shares
|
$9.23 Million
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
354,444
shares
|
$9.15 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
353,288
shares
|
$9.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 84.57%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
347,771
shares
|
$8.98 Million
0.12% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
347,222
shares
|
$8.97 Million
3.86% of portfolio
|
Q1 2023
Reduced 0.23%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
334,741
shares
|
$8.64 Million
6.13% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
331,377
shares
|
$8.56 Million
2.4% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
330,767
shares
|
$8.54 Million
0.55% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
327,595
shares
|
$8.46 Million
3.84% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
327,186
shares
|
$8.45 Million
5.78% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
326,834
shares
|
$8.44 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.47%
|
|