Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
1008
-
Total shares
-
441M
-
Shares change
-
+20.6M
-
Total reported value, excl. options
-
$20B
-
Value change
-
+$937M
-
Put/Call ratio
-
0.2
-
Number of buys
-
476
-
Number of sells
-
-379
-
Price
-
$45.15
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2022
1,003 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q4 2022.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 1,008 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 441M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (96M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (41.6M shares), Creative Planning (30.6M shares), SEI INVESTMENTS CO (29.3M shares), ENVESTNET ASSET MANAGEMENT INC (17.7M shares), HBK Sorce Advisory LLC (17.5M shares), MERCER GLOBAL ADVISORS INC /ADV (15.8M shares), SAGE FINANCIAL GROUP INC (8.12M shares), UBS Group AG (7.87M shares), and MONETA GROUP INVESTMENT ADVISORS LLC (5.36M shares).
This table shows the top 1008 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.