Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
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928
-
Total shares
-
149M
-
Shares change
-
-491K
-
Total reported value, excl. options
-
$7.68B
-
Value change
-
-$24.9M
-
Put/Call ratio
-
0.14
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Number of buys
-
398
-
Number of sells
-
-379
-
Price
-
$51.70
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q2 2023
929 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q2 2023.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 928 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 149M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (24.4M shares), Betterment LLC (6.9M shares), SCS Capital Management LLC (4.32M shares), Evensky & Katz LLC (3.77M shares), REBALANCE, LLC (3.58M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (2.77M shares), Strid Group, LLC (2.45M shares), HB Wealth Management, LLC (2.39M shares), HT Partners LLC (2.31M shares), and Retirement Planning Group, LLC (2.18M shares).
This table shows the top 928 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.