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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
8,646
shares
|
$209,924
0.15% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,605
shares
|
$208,929
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
May 14, 2025 Q1 2025 |
8,506
shares
|
$206,525
0.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
8,479
shares
|
$205,870
0.03% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
8,457
shares
|
$205,335
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
8,412
shares
|
$204,243
0.02% of portfolio
|
Q1 2025
Reduced 85.89%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
8,372
shares
|
$203,272
0.0% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,257
shares
|
$200,479
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
8,250
shares
|
$200,310
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
8,110
shares
|
$196,910
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
8,068
shares
|
$195,891
0.11% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
8,050
shares
|
$195,454
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,747
shares
|
$188,097
0.06% of portfolio
|
Q3 2022
Reduced 0.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,495
shares
|
$181,978
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
7,368
shares
|
$178,895
0.0% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,250
shares
|
$176,030
0.02% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
7,199
shares
|
$174,791
0.08% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,156
shares
|
$173,747
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,155
shares
|
$173,723
0.14% of portfolio
|
Q3 2022
Added 6.38%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
7,049
shares
|
$171,149
0.17% of portfolio
|
Q4 2022
Added 0.11%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
7,041
shares
|
$170,955
0.1% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,005
shares
|
$170,081
0.01% of portfolio
|
Q4 2024
Added 203.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
6,792
shares
|
$164,909
0.04% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
6,750
shares
|
$163,890
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
6,601
shares
|
$160,272
0.01% of portfolio
|
Q4 2021
New holding
|