Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
1318
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Total shares
-
1.07B
-
Shares change
-
+718M
-
Total reported value, excl. options
-
$24.7B
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Value change
-
+$16.6B
-
Put/Call ratio
-
0.06
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Number of buys
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1185
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Number of sells
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-65
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Price
-
$23.18
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q4 2024
1,381 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q4 2024.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 1,318 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.07B shares
.
Largest 10 shareholders include US BANCORP \DE\ (206M shares), Creative Planning (82.5M shares), SEI INVESTMENTS CO (35.2M shares), HBK Sorce Advisory LLC (32.1M shares), MONETA GROUP INVESTMENT ADVISORS LLC (26.2M shares), SAGE FINANCIAL GROUP INC (24.9M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (20.8M shares), Cerity Partners LLC (18.5M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (17.5M shares), and UBS Group AG (16.8M shares).
This table shows the top 1318 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.