Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
1130
-
Total shares
-
426M
-
Shares change
-
+11.1M
-
Total reported value, excl. options
-
$24B
-
Value change
-
+$632M
-
Put/Call ratio
-
0.26
-
Number of buys
-
473
-
Number of sells
-
-447
-
Price
-
$56.40
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2023
1,125 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q4 2023.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 1,130 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 426M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (96.7M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (48.1M shares), Creative Planning (28.8M shares), SEI INVESTMENTS CO (23.8M shares), HBK Sorce Advisory LLC (10.3M shares), SAGE FINANCIAL GROUP INC (8.08M shares), MONETA GROUP INVESTMENT ADVISORS LLC (7.56M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (7.51M shares), UBS Group AG (7.09M shares), and ENVESTNET ASSET MANAGEMENT INC (6.44M shares).
This table shows the top 1130 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.