Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
1023
-
Total shares
-
198M
-
Shares change
-
+2.85M
-
Total reported value, excl. options
-
$9.33B
-
Value change
-
+$139M
-
Put/Call ratio
-
0.71
-
Number of buys
-
480
-
Number of sells
-
-402
-
Price
-
$47.24
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q4 2023
1 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q4 2023.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 1,023 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 198M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (74.6M shares), Empower Advisory Group, LLC (12.3M shares), BANK OF AMERICA CORP /DE/ (9.79M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (9.11M shares), SEI INVESTMENTS CO (7.89M shares), GOLDMAN SACHS GROUP INC (3.68M shares), Financial Engines Advisors L.L.C. (2.65M shares), Creative Planning (2.51M shares), ENVESTNET ASSET MANAGEMENT INC (2.27M shares), and Advisory Alpha, LLC (2.1M shares).
This table shows the top 1023 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.