Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US BRD MKT ETF
-
Number of holders
-
1195
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Total 13F shares, excl. options
-
470M
-
Shares change
-
+10.1M
-
Total reported value, excl. options
-
$11.2B
-
Value change
-
+$244M
-
Put/Call ratio
-
0
-
Number of buys
-
573
-
Number of sells
-
-472
-
Price
-
$23.83
Significant Holders of SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) as of Q2 2025
1,246 filings reported holding SCHB - SCHWAB STRATEGIC TR - US BRD MKT ETF as of Q2 2025.
SCHWAB STRATEGIC TR - US BRD MKT ETF (SCHB) has 1,195 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 470M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (56.4M shares), Betterment LLC (16.8M shares), REBALANCE, LLC (13.2M shares), SCS Capital Management LLC (12.2M shares), Evensky & Katz LLC (8.78M shares), Strid Group, LLC (8.66M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (8.45M shares), Bouchey Financial Group Ltd (8.28M shares), HighTower Advisors, LLC (7.74M shares), and HB Wealth Management, LLC (6.5M shares).
This table shows the top 1195 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.