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


Latest Institutional Activity in SCHB

Top Purchases

Q4 2024
Hb Wealth Management, LLC Shares Held: 6.51M ($150M)
Q4 2024
Ballentine Partners, LLC Shares Held: 3.12M ($71.9M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 2.75M ($63.4M)
Q4 2024
Myecfo, LLC Shares Held: 2.27M ($52.3M)
Q4 2024
Winthrop Advisory Group LLC Shares Held: 1.48M ($34M)

Top Sells

Q4 2024
Diversify Wealth Management, LLC Shares Held: 46.2K ($1.06M)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 75.2K ($1.73M)
Q3 2024
Wealthfront Advisers LLC Shares Held: 20.6M ($474M)
Q3 2024
Captrust Financial Advisors Shares Held: 1.14M ($26.3M)
Q3 2024
Ht Partners LLC Shares Held: 2M ($46M)

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