Institutional shares held 423 Million
365K calls
32.6K puts
Total value of holdings $9.24B
$7.96M calls
$711K puts
# of Institutions 1,264


Latest Institutional Activity in SCHB

Top Purchases

Q4 2024
Betterment LLC Shares Held: 17.8M ($388M)
Q4 2024
Rebalance, LLC Shares Held: 11.5M ($250M)
Q4 2024
Scs Capital Management LLC Shares Held: 10.2M ($223M)
Q4 2024
Evensky & Katz LLC Shares Held: 9.33M ($204M)
Q4 2024
Hengehold Capital Management LLC Shares Held: 8.94M ($195M)

Top Sells

Q4 2024
Brooklyn Fi, LLC Shares Held: 460K ($10M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 228K ($4.98M)
Q4 2024
Morningstar Investment Services LLC Shares Held: 282K ($6.16M)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 105K ($2.3M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 424K ($9.25M)

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

Insider Trading

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

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US BROAD M

Track Activities on SCHB