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 1,316 institutions that hold shares in the stock, with a total of 497 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
584,815
shares
|
$14.2 Million
0.47% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
581,974
shares
|
$14.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 88.1%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
557,063
shares
|
$13.5 Million
7.3% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
546,481
shares
|
$13.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
545,864
shares
|
$13.3 Million
3.72% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
543,808
shares
|
$13.2 Million
4.51% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
539,246
shares
|
$13.1 Million
2.39% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
537,515
shares
|
$13.1 Million
0.1% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
532,427
shares
|
$12.9 Million
4.9% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
530,443
shares
|
$12.9 Million
3.2% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
524,270
shares
|
$12.7 Million
9.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
522,699
shares
|
$12.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
519,324
shares
|
$12.6 Million
3.13% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
516,213
shares
|
$12.5 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
514,526
shares
|
$12.5 Million
4.05% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
514,188
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
509,321
shares
|
$12.4 Million
0.07% of portfolio
|
Q3 2023
Reduced 2.95%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
509,143
shares
|
$12.4 Million
0.53% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
507,242
shares
|
$12.3 Million
0.55% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
506,186
shares
|
$12.3 Million
0.36% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
495,864
shares
|
$12 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
491,647
shares
|
$11.9 Million
0.56% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
479,748
shares
|
$11.6 Million
5.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
478,355
shares
|
$11.6 Million
3.57% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
477,090
shares
|
$11.6 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.68%
|