Schwab Strategic Tr Us Broad M SCHB
Institutional shares held
184 Million
172K
calls
20.7K
puts
Total value of holdings
$4.24B
$3.97M
calls
$476K
puts
# of Institutions
1,186
We take great care to ensure that the data presented and summarized in this overview for SCHWAB STRATEGIC TR US BROAD M is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHB
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Wealthfront Advisers LLC20.6MShares$474 Million4.26% of portfolio
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Hb Wealth Management, LLC6.51MShares$150 Million1.52% of portfolio
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Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$88 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$87 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.8 Million2.16% of portfolio
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Evensky & Katz LLC3.24MShares$74.6 Million14.04% of portfolio
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Ballentine Partners, LLC Waltham, MA3.12MShares$71.9 Million1.22% of portfolio
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Hengehold Capital Management LLC3.06MShares$70.4 Million19.32% of portfolio
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Strid Group, LLC2.86MShares$65.9 Million29.37% of portfolio