Institutional shares held 494 Million
299K calls
22.8K puts
Total value of holdings $12.8B
$7.72M calls
$588K puts
# of Institutions 1,387


Latest Institutional Activity in SCHB

Top Purchases

Q4 2025
Hanson & Doremus Investment Management Shares Held: 7.01M ($181M)
Q4 2025
Rebalance, LLC Shares Held: 15M ($386M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.78M ($71.7M)
Q4 2025
Genesee Capital Advisors, LLC Shares Held: 1.64M ($42.3M)
Q4 2025
Leo Wealth, LLC Shares Held: 179K ($4.62M)

Top Sells

Q4 2025
Bouchey Financial Group LTD Shares Held: 2.55M ($65.9M)
Q4 2025
Stonekeep Investments, LLC Shares Held: 0 ($0)
Q4 2025
Hengehold Capital Management LLC Shares Held: 7.73M ($199M)
Q4 2025
Ethos Financial Group, LLC Shares Held: 1.96M ($50.5M)
Q4 2025
Roger Wittlin Investment Advisory, LLC Shares Held: 498K ($12.9M)

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