Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
1036
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Total 13F shares, excl. options
-
210M
-
Shares change
-
+8.63M
-
Total reported value, excl. options
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$10.3B
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Value change
-
+$434M
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Put/Call ratio
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0.43
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Number of buys
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461
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Number of sells
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-477
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Price
-
$49.24
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2024
1,108 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q1 2024.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 1,036 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 210M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (76.4M shares), BANK OF AMERICA CORP /DE/ (21.3M shares), Empower Advisory Group, LLC (11.8M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (8.61M shares), SEI INVESTMENTS CO (7.37M shares), GOLDMAN SACHS GROUP INC (3.51M shares), Financial Engines Advisors L.L.C. (2.61M shares), Creative Planning (2.42M shares), ENVESTNET ASSET MANAGEMENT INC (2.21M shares), and Advisory Alpha, LLC (2.02M shares).
This table shows the top 1036 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.