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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class: Equity / US BRD MKT ETF
Symbol: SCHB
Price per share: $26.23
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares: 467,466,963
Total reported value: $12,023,873,494
% of total 13F portfolios: 0.16%
Share change: +911,375
Value change: +$39,273,266
Number of holders: 1,198

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

As of 30 Sep 2025, 1,198 institutional investors reported holding 467,466,963 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	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	99,522,384	$2,612,040,911	-$153,942,776			$26.23	321
2025 Q3	467,466,963	$12,023,873,494	+$39,273,266	$275,097	$7,445,616	$25.71	1,198
2025 Q2	470,112,176	$11,206,121,707	+$243,762,821	$0	$11,681,466	$23.83	1,195
2025 Q1	473,469,678	$10,193,701,860	+$90,482,438	$347,940	$7,337,424	$21.53	1,156
2024 Q4	473,417,006	$10,746,589,715	+$6,940,885,280	$465,350	$8,072,120	$22.70	1,162
2024 Q3	151,803,444	$10,091,586,264	-$254,497,663	$1,369,444	$10,834,316	$66.52	1,065
2024 Q2	157,358,027	$9,893,009,043	+$32,212,585	$1,213,391	$11,197,147	$62.87	1,075
2024 Q1	152,138,191	$9,275,512,396	-$272,337,862	$1,807,080	$13,473,735	$61.05	1,067
2023 Q4	156,290,347	$8,703,502,931	+$220,400,942	$2,310,305	$11,172,969	$55.67	1,031
2023 Q3	149,476,168	$7,451,678,182	+$5,285,468	$1,106,670	$11,674,870	$49.85	939
2023 Q2	149,351,983	$7,718,598,090	-$20,480,741	$1,793,990	$12,423,510	$51.70	940
2023 Q1	149,884,072	$7,171,043,040	-$404,597,375	$1,794,375	$12,641,970	$47.85	918
2022 Q4	157,986,092	$7,086,179,934	+$415,237,540	$3,060,523	$10,714,071	$44.81	920
2022 Q3	146,790,114	$6,186,117,970	-$206,158,311	$1,403,000	$8,066,000	$41.99	847
2022 Q2	151,849,028	$6,715,992,579	-$34,582,587	$959,000	$10,429,000	$44.19	856
2022 Q1	151,821,206	$8,093,375,909	+$4,040,915,250	$6,625,000	$7,411,000	$53.39	879
2021 Q4	76,429,682	$8,630,502,918	+$206,908,982	$6,724,000	$4,995,000	$113.01	891
2021 Q3	71,629,022	$7,443,521,655	+$49,733,465	$1,319,000	$4,487,000	$103.86	769
2021 Q2	70,190,509	$7,310,628,483	+$63,590,400	$2,378,000	$4,327,000	$104.27	771
2021 Q1	70,051,831	$6,778,364,186	+$40,029,392	$2,911,000	$4,555,000	$96.71	738
2020 Q4	70,080,798	$6,379,236,914	-$75,170,115	$2,065,000	$5,050,000	$90.99	732
2020 Q3	70,017,122	$5,581,273,106	-$254,144,996	$1,011,000	$8,514,000	$79.64	665
2020 Q2	73,463,010	$5,401,439,855	-$617,999,294	$1,095,000	$3,791,000	$73.47	661
2020 Q1	81,198,925	$4,915,845,534	-$117,903,928	$1,058,000	$3,402,000	$60.43	643
2019 Q4	83,604,550	$6,429,823,771	-$132,397,550	$784,000	$4,836,000	$76.88	675
2019 Q3	83,167,294	$5,904,485,045	-$335,997,514	$256,000	$3,572,000	$71.02	589
2019 Q2	87,452,262	$6,168,531,325	+$332,052,785		$2,370,000	$70.53	580
2019 Q1	82,858,178	$5,639,052,287	+$397,757,895	$0	$1,252,000	$68.05	555
2018 Q4	76,206,825	$4,570,470,491	+$335,030,387	$267,000	$1,567,000	$59.93	528
2018 Q3	65,434,066	$4,604,096,904	+$36,227,955	$415,000	$1,204,000	$70.39	474
2018 Q2	64,967,639	$4,288,053,594	+$138,516,723	$653,000	$1,095,000	$65.99	460
2018 Q1	62,819,699	$4,014,047,084	-$185,183,049	$593,000	$1,116,000	$63.79	440
2017 Q4	65,642,453	$4,235,526,872	+$43,947,102	$219,000	$1,039,000	$64.52	428
2017 Q3	63,242,299	$3,853,877,926	+$758,292,009	$408,000	$1,925,000	$60.91	352
2017 Q2	50,131,261	$2,930,801,184	+$205,740,811	$1,292,000	$1,801,000	$58.46	331
2017 Q1	46,697,187	$2,664,150,488	+$132,626,667	$902,000	$1,232,000	$57.06	318
2016 Q4	44,125,341	$2,389,699,604	+$146,817,703	$596,000	$4,270,000	$54.18	303
2016 Q3	39,649,475	$2,073,845,075	+$272,284,035	$495,000	$3,400,000	$52.32	262
2016 Q2	34,547,451	$1,737,674,032	+$89,827,009	$585,000	$3,505,000	$50.30	252
2016 Q1	32,691,368	$1,610,730,692	+$128,167,597	$227,000	$3,021,000	$49.28	236
2015 Q4	30,210,294	$1,480,037,352	+$214,174,368	$284,000	$2,074,000	$49.04	236
2015 Q3	21,423,821	$993,663,861	-$16,711,367	$0	$445,000	$46.38	213
2015 Q2	21,541,098	$1,082,342,155	+$5,668,258	$221,000	$1,090,000	$50.23	195
2015 Q1	21,515,129	$1,086,019,581	+$86,737,227	$540,000	$2,105,000	$50.48	192
2014 Q4	19,796,960	$986,241,457	+$214,259,152	$1,270,000	$2,013,000	$49.82	179
2014 Q3	13,859,348	$658,670,432	+$52,221,853	$1,298,000	$1,669,000	$47.55	152
2014 Q2	12,792,269	$610,641,216	+$6,315,831	$1,112,000	$1,131,000	$47.72	138
2014 Q1	12,472,221	$570,105,889	+$32,629,558	$0	$951,000	$45.71	135