Q3 2022 13F Holders as of 9/30/2022
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Type / Class
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Equity / US SML CAP ETF
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Number of holders
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835
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Total shares
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191M
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Shares change
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-7.11M
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Total reported value, excl. options
-
$7.21B
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Value change
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-$270M
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Put/Call ratio
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0.2
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Number of buys
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392
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Number of sells
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-376
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Price
-
$37.80
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q3 2022
833 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q3 2022.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 835 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 191M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (73.2M shares), PERSONAL CAPITAL ADVISORS CORP (10M shares), BANK OF AMERICA CORP /DE/ (8.48M shares), SEI INVESTMENTS CO (7.68M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.25M shares), ENVESTNET ASSET MANAGEMENT INC (3.46M shares), MERCER GLOBAL ADVISORS INC /ADV (3.17M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3M shares), Financial Engines Advisors L.L.C. (2.59M shares), and UBS ASSET MANAGEMENT AMERICAS INC (2.35M shares).
This table shows the top 835 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.