Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
797
-
Total shares
-
94M
-
Shares change
-
+5.56M
-
Total reported value, excl. options
-
$9.33B
-
Value change
-
+$559M
-
Put/Call ratio
-
0.58
-
Number of buys
-
397
-
Number of sells
-
-324
-
Price
-
$99.67
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2021
795 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q1 2021.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 797 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 94M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (39.6M shares), BANK OF AMERICA CORP /DE/ (8.79M shares), SEI INVESTMENTS CO (3.53M shares), PERSONAL CAPITAL ADVISORS CORP (3.45M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.7M shares), Financial Engines Advisors L.L.C. (1.45M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.19M shares), ENVESTNET ASSET MANAGEMENT INC (1M shares), Financial Management Professionals, Inc. (907K shares), and ADVISOR GROUP HOLDINGS, INC. (886K shares).
This table shows the top 797 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.