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 1,321 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,573
shares
|
$232,432
0.31% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
9,568
shares
|
$232,311
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
9,558
shares
|
$232,068
0.12% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
9,507
shares
|
$230,829
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
9,375
shares
|
$227,625
0.2% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
9,374
shares
|
$227,600
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,364
shares
|
$227,357
0.11% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
9,360
shares
|
$227,260
0.02% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
9,354
shares
|
$227,115
0.06% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
9,336
shares
|
$226,678
0.01% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
9,326
shares
|
$226,435
0.03% of portfolio
|
Q4 2024
Added 199.87%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
9,293
shares
|
$225,634
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
9,225
shares
|
$223,983
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
9,182
shares
|
$222,938
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
9,119
shares
|
$221,409
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9,010
shares
|
$218,762
0.04% of portfolio
|
Q4 2024
Added 193.77%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
9,005
shares
|
$218,641
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
8,986
shares
|
$218,180
0.05% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
8,976
shares
|
$217,937
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
8,946
shares
|
$217,208
0.01% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Aurora Investment Managers, Llc.
|
Jul 23, 2025 Q2 2025 |
8,910
shares
|
$216,334
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
8,809
shares
|
$213,882
0.04% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
8,790
shares
|
$213,421
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,772
shares
|
$212,984
0.08% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
8,753
shares
|
$212,522
0.07% of portfolio
|
Q2 2025
New holding
|