Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
962,372
-
Share change
-
+4,388
-
Total reported value
-
$66,396,110
-
Price per share
-
$70.10
-
Number of holders
-
17
-
Value change
-
+$307,618
-
Number of buys
-
7
-
Number of sells
-
5
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q4 2023
As of 31 Dec 2023,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
962,372 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., MATHER GROUP, LLC., SEI INVESTMENTS CO, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, OSAIC HOLDINGS, INC., Avantax Planning Partners, Inc., ENVESTNET ASSET MANAGEMENT INC, Mariner, LLC, Betterment LLC, and Savant Capital, LLC.
This page lists
723
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.