Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
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1340
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Total shares
-
689M
-
Shares change
-
+489M
-
Total reported value, excl. options
-
$19.2B
-
Value change
-
+$13.6B
-
Put/Call ratio
-
0.52
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Number of buys
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1203
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Number of sells
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-50
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Price
-
$27.87
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q4 2024
1,393 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q4 2024.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 1,340 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 689M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (42.5M shares), Financial Engines Advisors L.L.C. (39.8M shares), MATHER GROUP, LLC. (39.2M shares), SEI INVESTMENTS CO (38.2M shares), LPL Financial LLC (22.1M shares), Mariner, LLC (17.2M shares), Avantax Planning Partners, Inc. (15.4M shares), RAYMOND JAMES FINANCIAL INC (14.5M shares), AMERIPRISE FINANCIAL INC (14.4M shares), and MORGAN STANLEY (10.9M shares).
This table shows the top 1340 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.