Q3 2023 13F Holders as of 9/30/2023
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Type / Class
-
Equity / US SML CAP ETF
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Number of holders
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927
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Total shares
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195M
-
Shares change
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+4.4M
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Total reported value, excl. options
-
$8.08B
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Value change
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+$182M
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Put/Call ratio
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0.14
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Number of buys
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436
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Number of sells
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-391
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Price
-
$41.42
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q3 2023
924 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q3 2023.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 927 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 195M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (73.8M shares), Empower Advisory Group, LLC (10.8M shares), BANK OF AMERICA CORP /DE/ (9.41M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (8.98M shares), SEI INVESTMENTS CO (7.61M shares), GOLDMAN SACHS GROUP INC (3.45M shares), Financial Engines Advisors L.L.C. (2.68M shares), Creative Planning (2.44M shares), ENVESTNET ASSET MANAGEMENT INC (2.35M shares), and Advisory Alpha, LLC (2M shares).
This table shows the top 927 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.