Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
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835
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Total 13F shares, excl. options
-
139M
-
Shares change
-
+10.4M
-
Total reported value, excl. options
-
$7.75B
-
Value change
-
+$577M
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Put/Call ratio
-
0.23
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Number of buys
-
410
-
Number of sells
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-301
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Price
-
$55.56
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2022
902 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2022.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 835 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 139M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (16.4M shares), MATHER GROUP, LLC. (8.91M shares), SEI INVESTMENTS CO (8.75M shares), Avantax Planning Partners, Inc. (6.64M shares), ADVISOR GROUP HOLDINGS, INC. (6.41M shares), ENVESTNET ASSET MANAGEMENT INC (4.92M shares), Mariner, LLC (3.49M shares), Fund Evaluation Group, LLC (3.19M shares), Raymond James Financial Services Advisors, Inc. (2.96M shares), and FORT PITT CAPITAL GROUP, LLC (2.3M shares).
This table shows the top 835 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.