Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
910
-
Total shares
-
193M
-
Shares change
-
-4.22M
-
Total reported value, excl. options
-
$8.08B
-
Value change
-
-$176M
-
Put/Call ratio
-
0.27
-
Number of buys
-
387
-
Number of sells
-
-430
-
Price
-
$41.93
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2023
909 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q1 2023.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 910 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 193M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (71.1M shares), Empower Advisory Group, LLC (11.2M shares), BANK OF AMERICA CORP /DE/ (9.23M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (8.21M shares), SEI INVESTMENTS CO (7.43M shares), ENVESTNET ASSET MANAGEMENT INC (3.47M shares), GOLDMAN SACHS GROUP INC (3.3M shares), MERCER GLOBAL ADVISORS INC /ADV (2.96M shares), Financial Engines Advisors L.L.C. (2.74M shares), and ADVISOR GROUP HOLDINGS, INC. (2.2M shares).
This table shows the top 910 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.