Security Snapshot

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

CUSIP: 808524102

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

Latest Period

Q4 2025

Institutions Reporting

1,293

Shares (Excl. Options)

476,123,009

Price

$26.23

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / US BRD MKT ETF
Symbol
SCHB
Price per share
$25.10
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
476,123,009
Total reported value
$12,493,184,418
% of total 13F portfolios
0.15%
Share change
+1,069,112
Value change
+$28,606,944
Number of holders
1,293
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF is tracked under CUSIP 808524102.
  • 1293 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 1,293 to 436 between Q4 2025 and Q1 2026.
  • Reported value moved from $12,493,184,418 to $2,968,699,940.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 1293 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808524102?
CUSIP 808524102 identifies SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 1,293 institutional investors reported holding 476,123,009 shares of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB).

Institutional Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 118,143,945 $2,968,699,940 -$32,313,725 $25.10 436
2025 Q4 476,123,009 $12,493,184,418 +$28,606,944 $26.23 1,293
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
2020 Q2 73,463,010 $5,401,439,855 -$617,999,294 $73.47 661
2020 Q1 81,198,925 $4,915,845,534 -$117,903,928 $60.43 643
2019 Q4 83,604,550 $6,429,823,771 -$132,397,550 $76.88 675
2019 Q3 83,167,294 $5,904,485,045 -$335,997,514 $71.02 589
2019 Q2 87,452,262 $6,168,531,325 +$332,052,785 $70.53 580
2019 Q1 82,858,178 $5,639,052,287 +$397,757,895 $68.05 555
2018 Q4 76,206,825 $4,570,470,491 +$335,030,387 $59.93 528
2018 Q3 65,434,066 $4,604,096,904 +$36,227,955 $70.39 474
2018 Q2 64,967,639 $4,288,053,594 +$138,516,723 $65.99 460
2018 Q1 62,819,699 $4,014,047,084 -$185,183,049 $63.79 440
2017 Q4 65,642,453 $4,235,526,872 +$43,947,102 $64.52 428
2017 Q3 63,242,299 $3,853,877,926 +$758,292,009 $60.91 352
2017 Q2 50,131,261 $2,930,801,184 +$205,740,811 $58.46 331
2017 Q1 46,697,187 $2,664,150,488 +$132,626,667 $57.06 318
2016 Q4 44,125,341 $2,389,699,604 +$146,817,703 $54.18 303
2016 Q3 39,649,475 $2,073,845,075 +$272,284,035 $52.32 262
2016 Q2 34,547,451 $1,737,674,032 +$89,827,009 $50.30 252
2016 Q1 32,691,368 $1,610,730,692 +$128,167,597 $49.28 236
2015 Q4 30,210,294 $1,480,037,352 +$214,174,368 $49.04 236
2015 Q3 21,423,821 $993,663,861 -$16,711,367 $46.38 213
2015 Q2 21,541,098 $1,082,342,155 +$5,668,258 $50.23 195
2015 Q1 21,515,129 $1,086,019,581 +$86,737,227 $50.48 192
2014 Q4 19,796,960 $986,241,457 +$214,259,152 $49.82 179
2014 Q3 13,859,348 $658,670,432 +$52,221,853 $47.55 152
2014 Q2 12,792,269 $610,641,216 +$6,315,831 $47.72 138
2014 Q1 12,472,221 $570,105,889 +$32,629,558 $45.71 135