Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
1.04M
-
Shares change
-
+776
-
Total reported value, excl. options
-
$85.9M
-
Value change
-
+$64.2K
-
Number of buys
-
9
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Number of sells
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-9
-
Price
-
$82.96
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2023
25 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2023.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.04M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (12.1M shares), MATHER GROUP, LLC. (9.02M shares), SEI INVESTMENTS CO (9M shares), ENVESTNET ASSET MANAGEMENT INC (7.94M shares), OSAIC HOLDINGS, INC. (6.26M shares), Avantax Planning Partners, Inc. (4.93M shares), Mariner, LLC (3.67M shares), Raymond James Financial Services Advisors, Inc. (3.22M shares), LPL Financial LLC (2.73M shares), and AMERIPRISE FINANCIAL INC (2.71M shares).
This table shows the top 25 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.