Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
764
-
Total shares
-
129M
-
Shares change
-
+3.32M
-
Total reported value, excl. options
-
$7.21B
-
Value change
-
+$182M
-
Put/Call ratio
-
0.24
-
Number of buys
-
392
-
Number of sells
-
-273
-
Price
-
$55.81
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q3 2022
764 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q3 2022.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 764 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 129M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (16.9M shares), MATHER GROUP, LLC. (7.73M shares), SEI INVESTMENTS CO (7.34M shares), Avantax Planning Partners, Inc. (6.02M shares), ADVISOR GROUP HOLDINGS, INC. (6.02M shares), ENVESTNET ASSET MANAGEMENT INC (3.91M shares), Mariner, LLC (3.11M shares), Fund Evaluation Group, LLC (3.11M shares), FORT PITT CAPITAL GROUP, LLC (2.26M shares), and Global Strategic Investment Solutions, LLC (2.05M shares).
This table shows the top 764 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.