Institutional shares held 489 Million
350K calls
28.3K puts
Total value of holdings $11.7B
$8.37M calls
$676K puts
# of Institutions 1,301


Latest Institutional Activity in SCHB

Top Purchases

Q2 2025
Juncture Wealth Strategies, LLC Shares Held: 1.26M ($30.2M)
Q2 2025
Intelligence Driven Advisers, LLC Shares Held: 1.04M ($24.9M)
Q2 2025
Legacy Private Trust Co. Shares Held: 1.37M ($32.9M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.26M ($54M)
Q2 2025
Legacy Financial Strategies, LLC Shares Held: 2.55M ($60.9M)

Top Sells

Q2 2025
Focus Financial Network, Inc. Shares Held: 689K ($16.5M)
Q2 2025
Brooklyn Fi, LLC Shares Held: 451K ($10.8M)
Q2 2025
Sharkey, Howes & Javer Shares Held: 324K ($7.74M)
Q2 2025
Pacific Capital Wealth Advisors, Inc Shares Held: 28.5K ($681K)
Q2 2025
Archer Investment Management, LLC Shares Held: 149K ($3.55M)

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