Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / EMRG MKTEQ ETF
-
Number of holders
-
703
-
Total shares
-
230M
-
Shares change
-
-3.57M
-
Total reported value, excl. options
-
$5.7B
-
Value change
-
-$88.2M
-
Put/Call ratio
-
0.03
-
Number of buys
-
299
-
Number of sells
-
-334
-
Price
-
$24.79
Significant Holders of SCHWAB STRATEGIC TR - EMRG MKTEQ ETF (SCHE) as of Q4 2023
701 filings reported holding SCHE - SCHWAB STRATEGIC TR - EMRG MKTEQ ETF as of Q4 2023.
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF (SCHE) has 703 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 230M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (83.9M shares), Creative Planning (24.8M shares), Financial Engines Advisors L.L.C. (20M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (12M shares), HighTower Advisors, LLC (4.5M shares), SageView Advisory Group, LLC (3.27M shares), ENVESTNET ASSET MANAGEMENT INC (3.04M shares), MATHER GROUP, LLC. (2.56M shares), MERCER GLOBAL ADVISORS INC /ADV (2.5M shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.48M shares).
This table shows the top 703 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.