Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
818
-
Total shares
-
183M
-
Shares change
-
+4.95M
-
Total reported value, excl. options
-
$17.5B
-
Value change
-
+$479M
-
Put/Call ratio
-
0
-
Number of buys
-
372
-
Number of sells
-
-355
-
Price
-
$96.03
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q1 2021
814 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q1 2021.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 818 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 183M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (60.8M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (15.5M shares), SEI INVESTMENTS CO (14.9M shares), UBS Group AG (4.06M shares), SAGE FINANCIAL GROUP INC (3.86M shares), Creative Planning (3.57M shares), HBK Sorce Advisory LLC (3.3M shares), ENVESTNET ASSET MANAGEMENT INC (2.97M shares), Campbell Wealth Management (2.1M shares), and AJ WEALTH STRATEGIES, LLC (2.05M shares).
This table shows the top 818 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.