Security Snapshot

SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) Institutional Ownership

CUSIP: 808524102

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

1,398

Shares (Excl. Options)

538.15MFull value: 538,153,676 · shares · 30 Jun 2026

Price

$28.96

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.15%
Share change
+7,426,231
Value change
+$211,332,465
Number of holders
1,398
Issuer context Names, identifiers, and filing context for this profile. 1 identity field
SEC-reported price per share
$29.73
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF is tracked under CUSIP 808524102.
  • 1398 institutions reported positions in Q2 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 1,322 to 1,398 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $13.33BFull value: $13,329,048,963 · USD · 31 Mar 2026
    to
    $15.56BFull value: $15,558,618,120 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 1398 institutions filings for Q2 2026.

Open SEC evidence

Security key

808524102

13F reference period

Q2 2026

13F holders

1,398

13D/G owners

0

CIK / CUSIP context first

As of 30 Jun 2026, 1,398 institutional investors reported holding
538.15MFull value: 538,153,676 · shares · 30 Jun 2026
shares of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB).

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 210,333,040 $6,164,890,388 -$61,566,411 $29.31 784
2026 Q2 538,153,676 $15,558,618,120 +$211,332,465 $28.96 1,398
2026 Q1 529,933,584 $13,329,048,963 +$1,398,355,146 $25.10 1,322
2025 Q4 476,865,647 $12,512,676,775 +$27,775,159 $26.23 1,305
2025 Q3 468,616,313 $12,053,669,606 +$37,428,851 $25.71 1,205
2025 Q2 470,112,176 $11,206,121,707 +$243,762,821 $23.83 1,195
2025 Q1 473,469,678 $10,193,701,860 +$90,482,438 $21.53 1,156
2024 Q4 473,417,006 $10,746,589,715 +$6,940,885,280 $22.70 1,162
2024 Q3 151,803,444 $10,091,586,264 -$254,497,663 $66.52 1,065
2024 Q2 157,358,027 $9,893,009,043 +$32,212,585 $62.87 1,075
2024 Q1 152,138,191 $9,275,512,396 -$272,337,862 $61.05 1,067
2023 Q4 156,290,347 $8,703,502,931 +$220,400,942 $55.67 1,031
2023 Q3 149,476,168 $7,451,678,182 +$5,285,468 $49.85 939
2023 Q2 149,351,983 $7,718,598,090 -$20,480,741 $51.70 940
2023 Q1 149,884,072 $7,171,043,040 -$404,597,375 $47.85 918
2022 Q4 157,986,092 $7,086,179,934 +$415,237,540 $44.81 920
2022 Q3 146,790,114 $6,186,117,970 -$206,158,311 $41.99 847
2022 Q2 151,849,028 $6,715,992,579 -$34,582,587 $44.19 856
2022 Q1 151,821,206 $8,093,375,909 +$4,040,915,250 $53.39 879
2021 Q4 76,429,682 $8,630,502,918 +$206,908,982 $113.01 891
2021 Q3 71,629,022 $7,443,521,655 +$49,733,465 $103.86 769
2021 Q2 70,190,509 $7,310,628,483 +$63,590,400 $104.27 771
2021 Q1 70,051,831 $6,778,364,186 +$40,029,392 $96.71 738
2020 Q4 70,080,798 $6,379,236,914 -$75,170,115 $90.99 732
2020 Q3 70,017,122 $5,581,273,106 -$254,144,996 $79.64 665
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