Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
915
-
Total shares
-
196M
-
Shares change
-
+4.33M
-
Total reported value, excl. options
-
$7.96B
-
Value change
-
+$184M
-
Put/Call ratio
-
0.15
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Number of buys
-
455
-
Number of sells
-
-348
-
Price
-
$40.51
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q4 2022
910 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q4 2022.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 915 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 196M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (73.8M shares), PERSONAL CAPITAL ADVISORS CORP (10.5M shares), BANK OF AMERICA CORP /DE/ (8.72M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.55M shares), SEI INVESTMENTS CO (7.4M shares), ENVESTNET ASSET MANAGEMENT INC (3.55M shares), GOLDMAN SACHS GROUP INC (3.21M shares), MERCER GLOBAL ADVISORS INC /ADV (3.06M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.78M shares), and Financial Engines Advisors L.L.C. (2.77M shares).
This table shows the top 915 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.