Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
-
839
-
Total shares
-
146M
-
Shares change
-
-4.73M
-
Total reported value, excl. options
-
$6.17B
-
Value change
-
-$205M
-
Put/Call ratio
-
0.17
-
Number of buys
-
366
-
Number of sells
-
-357
-
Price
-
$41.99
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q3 2022
836 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q3 2022.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 839 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 146M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (26.5M shares), Betterment LLC (7.41M shares), SCS Capital Management LLC (5.3M shares), Evensky & Katz LLC (3.95M shares), Milliman Financial Risk Management LLC (3.29M shares), UBS ASSET MANAGEMENT AMERICAS INC (2.58M shares), Strid Group, LLC (2.46M shares), HT Partners LLC (2.42M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (2.26M shares), and Retirement Planning Group (2.17M shares).
This table shows the top 839 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.