Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
-
909
-
Total shares
-
158M
-
Shares change
-
+9.08M
-
Total reported value, excl. options
-
$7.07B
-
Value change
-
+$415M
-
Put/Call ratio
-
0.29
-
Number of buys
-
405
-
Number of sells
-
-343
-
Price
-
$44.81
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q4 2022
907 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q4 2022.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 909 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 158M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (31.1M shares), Betterment LLC (7.24M shares), SCS Capital Management LLC (4.81M shares), Evensky & Katz LLC (3.92M shares), REBALANCE, LLC (2.95M shares), HB Wealth Management, LLC (2.73M shares), Strid Group, LLC (2.37M shares), HT Partners LLC (2.37M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (2.23M shares), and Retirement Planning Group (2.16M shares).
This table shows the top 909 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.