Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / US LCAP GR ETF
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Number of holders
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1179
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Total shares
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165M
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Shares change
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+4.34M
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Total reported value, excl. options
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$17.1B
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Value change
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+$452M
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Put/Call ratio
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0.66
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Number of buys
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563
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Number of sells
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-469
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Price
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$104.18
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q3 2024
filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q3 2024.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 1,179 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 165M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (11.3M shares), ENVESTNET ASSET MANAGEMENT INC (10.9M shares), MATHER GROUP, LLC. (9.76M shares), SEI INVESTMENTS CO (9.56M shares), LPL Financial LLC (4.29M shares), Mariner, LLC (4.29M shares), OSAIC HOLDINGS, INC. (4M shares), Avantax Planning Partners, Inc. (3.9M shares), AMERIPRISE FINANCIAL INC (3.34M shares), and Raymond James Financial Services Advisors, Inc. (3.18M shares).
This table shows the top 1179 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.