SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB)

Historical Holders from Q1 2014 to Q1 2025

Symbol
SCHB
CUSIP
808524102
Type / Class
Equity / US BRD MKT ETF
All holders as of December 31, 2024
Q4 2024
13F shares, excl. options
472M
Holdings value
$10.7B
% of all portfolios
0.161%
Grand Portfolio weight change
+0.013%
Number of holders
1150
Number of buys
1039
Number of sells
-47
Average Value change %
+0.11%
Average buys %
+0.109%
Average sells %
-0.003%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 313M $6.73B -$68.5M $21.53 829
2024 Q4 472M $10.7B +$6.91B $22.70 1,150
2024 Q3 151M $10.1B -$255M $66.52 1,057
2024 Q2 157M $9.86B +$37.4M $62.87 1,066
2024 Q1 151M $9.22B -$265M $61.05 1,062
2023 Q4 154M $8.57B +$214M $55.67 1,005
2023 Q3 148M $7.38B +$7.12M $49.85 927
2023 Q2 149M $7.68B -$24.9M $51.70 928
2023 Q1 149M $7.15B -$401M $47.85 905
2022 Q4 158M $7.07B +$415M $44.81 909
2022 Q3 146M $6.17B -$205M $41.99 839
2022 Q2 151M $6.7B -$37.8M $44.19 847
2022 Q1 151M $8.05B +$4.02B $53.39 868
2021 Q4 76.2M $8.61B +$207M $113.01 881
2021 Q3 71.6M $7.44B +$49.1M $103.86 772
2021 Q2 71.1M $7.38B +$59.2M $104.27 768
2021 Q1 70M $6.77B +$41.1M $96.71 737
2020 Q4 70M $6.37B -$74.5M $90.99 729
2020 Q3 69.9M $5.57B -$314M $79.64 662
2020 Q2 73.3M $5.39B -$636M $73.47 658
2020 Q1 80.8M $4.89B -$121M $60.43 637
2019 Q4 83.4M $6.42B -$135M $76.88 671
2019 Q3 83.1M $5.9B -$335M $71.02 587
2019 Q2 87.3M $6.16B +$332M $70.53 579
2019 Q1 82.7M $5.63B +$399M $68.05 553
2018 Q4 76.1M $4.56B +$328M $59.93 527
2018 Q3 65.4M $4.6B +$33.7M $70.39 473
2018 Q2 65M $4.29B +$139M $65.99 458
2018 Q1 62.7M $4B -$193M $63.79 439
2017 Q4 65.6M $4.24B +$43M $64.52 427
2017 Q3 63.3M $3.85B +$759M $60.91 353
2017 Q2 50.1M $2.93B +$216M $58.46 331
2017 Q1 46.5M $2.65B +$133M $57.06 317
2016 Q4 44.1M $2.39B +$147M $54.18 303
2016 Q3 39.6M $2.07B +$272M $52.32 262
2016 Q2 34.5M $1.74B +$81.7M $50.30 251
2016 Q1 32.7M $1.61B +$128M $49.28 236
2015 Q4 30.2M $1.48B +$214M $49.04 235
2015 Q3 21.4M $994M -$7.4M $46.38 213
2015 Q2 21.5M $1.08B +$1.67M $50.23 195
2015 Q1 21.5M $1.09B +$86.7M $50.48 192
2014 Q4 19.8M $986M +$214M $49.82 180
2014 Q3 13.9M $658M +$52.7M $47.55 151
2014 Q2 12.8M $610M +$6.83M $47.72 136
2014 Q1 12.4M $567M +$29.9M $45.71 133