Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
-
1066
-
Total shares
-
157M
-
Shares change
-
+582K
-
Total reported value, excl. options
-
$9.86B
-
Value change
-
+$37.4M
-
Put/Call ratio
-
0.11
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Number of buys
-
385
-
Number of sells
-
-443
-
Price
-
$62.87
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q2 2024
filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q2 2024.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 1,066 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 157M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (21.2M shares), Betterment LLC (6.17M shares), Strategic Financial Concepts, LLC (4.7M shares), SCS Capital Management LLC (3.89M shares), REBALANCE, LLC (3.66M shares), Evensky & Katz LLC (3.3M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (3.02M shares), Strid Group, LLC (2.75M shares), Bouchey Financial Group Ltd (2.55M shares), and HighTower Advisors, LLC (2.47M shares).
This table shows the top 1066 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.