Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
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669
-
Total shares
-
55.3M
-
Shares change
-
-2.68M
-
Total reported value, excl. options
-
$7.19B
-
Value change
-
-$345M
-
Put/Call ratio
-
0.5
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Number of buys
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267
-
Number of sells
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-307
-
Price
-
$129.78
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2021
671 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2021.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 669 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 55.3M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (12.9M shares), Avantax Planning Partners, Inc. (3.17M shares), MATHER GROUP, LLC. (2.63M shares), ADVISOR GROUP HOLDINGS, INC. (2.62M shares), Mariner, LLC (1.72M shares), ENVESTNET ASSET MANAGEMENT INC (1.38M shares), Fund Evaluation Group, LLC (1.31M shares), FORT PITT CAPITAL GROUP, LLC (998K shares), LPL Financial LLC (767K shares), and SEI INVESTMENTS CO (760K shares).
This table shows the top 669 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.