Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
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927
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Total shares
-
148M
-
Shares change
-
+165K
-
Total reported value, excl. options
-
$7.38B
-
Value change
-
+$7.12M
-
Put/Call ratio
-
0.09
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Number of buys
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407
-
Number of sells
-
-391
-
Price
-
$49.85
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q3 2023
927 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q3 2023.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 927 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 148M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (23.6M shares), Betterment LLC (6.74M shares), SCS Capital Management LLC (4.23M shares), REBALANCE, LLC (3.61M shares), Evensky & Katz LLC (3.56M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (2.99M shares), Strid Group, LLC (2.45M shares), HB Wealth Management, LLC (2.34M shares), HT Partners LLC (2.22M shares), and Evergreen Advisors, LLC (2.19M shares).
This table shows the top 927 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.