Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
962
-
Total shares
-
405M
-
Shares change
-
+9.04M
-
Total reported value, excl. options
-
$10.1B
-
Value change
-
+$212M
-
Put/Call ratio
-
0.22
-
Number of buys
-
471
-
Number of sells
-
-397
-
Price
-
$25.04
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2025
1,024 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 962 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 405M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (48.3M shares), MATHER GROUP, LLC. (40.5M shares), LPL Financial LLC (24.6M shares), Avantax Planning Partners, Inc. (14.9M shares), Fund Evaluation Group, LLC (10.2M shares), Cetera Investment Advisers (9.34M shares), OneDigital Investment Advisors LLC (8.3M shares), CWM, LLC (7.21M shares), AVANTAX ADVISORY SERVICES, INC. (5.05M shares), and Thrive Wealth Management, LLC (4.79M shares).
This table shows the top 962 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.