Institutional shares held 478 Million
365K calls
32.6K puts
Total value of holdings $10.1B
$7.74M calls
$691K puts
# of Institutions 1,269


Latest Institutional Activity in SCHB

Top Purchases

Q1 2025
Capital Management Associates, Inc Shares Held: 3.53M ($75.3M)
Q1 2025
Wedmont Private Capital Shares Held: 493K ($10.5M)
Q1 2025
Rebalance, LLC Shares Held: 11.9M ($255M)
Q1 2025
Hanson & Doremus Investment Management Shares Held: 6.28M ($134M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 527K ($11.2M)

Top Sells

Q1 2025
Retirement Planning Group Shares Held: 1.78M ($38M)
Q1 2025
Legacy Private Trust Co. Shares Held: 1.17M ($25M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 1.61M ($34.4M)
Q1 2025
Almanack Investment Partners, Llc. Shares Held: 346K ($7.38M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 2.56M ($54.6M)

About SCHB

Track Institutional and Insider Activities on SCHB

Follow SCHWAB STRATEGIC TR US BROAD M and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHB shares.

Notify only if
Any

Insider Trading

Get notified when an Schwab Strategic Tr Us Broad M insider buys or sells SCHB shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Track Activities on SCHB