Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
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1448
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Total 13F shares, excl. options
-
801M
-
Shares change
-
+64.5M
-
Total reported value, excl. options
-
$23.4B
-
Value change
-
+$1.89B
-
Put/Call ratio
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0.27
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Number of buys
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783
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Number of sells
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-511
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Price
-
$29.21
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q2 2025
1,511 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q2 2025.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 1,448 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 801M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (55.2M shares), SEI INVESTMENTS CO (45.7M shares), MATHER GROUP, LLC. (42.3M shares), Financial Engines Advisors L.L.C. (38.2M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (32.8M shares), LPL Financial LLC (27.9M shares), OSAIC HOLDINGS, INC. (18.8M shares), Mariner, LLC (17.8M shares), AMERIPRISE FINANCIAL INC (15.5M shares), and RAYMOND JAMES FINANCIAL INC (15.3M shares).
This table shows the top 1448 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.