Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
686
-
Total shares
-
156M
-
Shares change
-
+1.92M
-
Total reported value, excl. options
-
$9.58B
-
Value change
-
+$86.8M
-
Put/Call ratio
-
0.49
-
Number of buys
-
320
-
Number of sells
-
-351
-
Price
-
$61.25
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q1 2020
682 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q1 2020.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 686 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 156M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (43M shares), SEI INVESTMENTS CO (18.8M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (14.1M shares), SAGE FINANCIAL GROUP INC (3.69M shares), Creative Planning (3.47M shares), UBS Group AG (2.8M shares), HBK Sorce Advisory LLC (2.13M shares), Mariner, LLC (2M shares), QS Investors, LLC (1.96M shares), and Campbell Wealth Management (1.7M shares).
This table shows the top 686 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.