Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
608
-
Total 13F shares, excl. options
-
65.7M
-
Shares change
-
+6.1M
-
Total reported value, excl. options
-
$3.4B
-
Value change
-
+$280M
-
Put/Call ratio
-
0.98
-
Number of buys
-
296
-
Number of sells
-
-364
-
Price
-
$51.52
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2020
731 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q1 2020.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 608 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 65.7M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (24.3M shares), SEI INVESTMENTS CO (3.97M shares), PERSONAL CAPITAL ADVISORS CORP (3.31M shares), BANK OF AMERICA CORP /DE/ (3.16M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.05M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.02M shares), UBS Group AG (932K shares), Aurum Wealth Management Group, LLC (758K shares), FIRST MERCANTILE TRUST CO (679K shares), and Legacy Wealth Management, Inc (573K shares).
This table shows the top 608 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.