Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / US LCAP GR ETF
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Number of holders
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1114
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Total shares
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160M
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Shares change
-
+3.48M
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Total reported value, excl. options
-
$14.7B
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Value change
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+$344M
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Put/Call ratio
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0.16
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Number of buys
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533
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Number of sells
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-460
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Price
-
$92.72
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2024
4 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2024.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 1,114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 160M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (11.4M shares), SEI INVESTMENTS CO (9.09M shares), MATHER GROUP, LLC. (8.98M shares), ENVESTNET ASSET MANAGEMENT INC (8.7M shares), OSAIC HOLDINGS, INC. (4.93M shares), Avantax Planning Partners, Inc. (4.79M shares), Mariner, LLC (3.82M shares), Raymond James Financial Services Advisors, Inc. (3.6M shares), LPL Financial LLC (3.47M shares), and AMERIPRISE FINANCIAL INC (3.14M shares).
This table shows the top 1114 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.