Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US BRD MKT ETF
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Number of holders
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829
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Total shares
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313M
-
Shares change
-
-3.02M
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Total reported value, excl. options
-
$6.73B
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Value change
-
-$68.5M
-
Number of buys
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361
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Number of sells
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-342
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Price
-
$21.53
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q1 2025
868 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 829 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 313M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (58.4M shares), REBALANCE, LLC (11.9M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (9.01M shares), Strid Group, LLC (8.61M shares), Bouchey Financial Group Ltd (8.24M shares), HB Wealth Management, LLC (6.47M shares), HT Partners LLC (6.36M shares), Hanson & Doremus Investment Management (6.28M shares), Evergreen Advisors, LLC (6.27M shares), and Callan Capital, LLC (5.91M shares).
This table shows the top 829 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.