Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
870
-
Total shares
-
145M
-
Shares change
-
+3.65M
-
Total reported value, excl. options
-
$9.43B
-
Value change
-
+$243M
-
Put/Call ratio
-
0.19
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Number of buys
-
409
-
Number of sells
-
-337
-
Price
-
$65.17
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2023
868 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2023.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 870 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 145M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (16.1M shares), MATHER GROUP, LLC. (9.53M shares), SEI INVESTMENTS CO (8.95M shares), ADVISOR GROUP HOLDINGS, INC. (6.87M shares), Avantax Planning Partners, Inc. (5.63M shares), ENVESTNET ASSET MANAGEMENT INC (5.41M shares), Mariner, LLC (3.59M shares), Raymond James Financial Services Advisors, Inc. (3.06M shares), Fund Evaluation Group, LLC (3.05M shares), and FORT PITT CAPITAL GROUP, LLC (2.41M shares).
This table shows the top 870 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.