Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / US REIT ETF
-
Number of holders
-
483
-
Total shares
-
242M
-
Shares change
-
+13M
-
Total reported value, excl. options
-
$5.01B
-
Value change
-
+$274M
-
Put/Call ratio
-
1.09
-
Number of buys
-
223
-
Number of sells
-
-194
-
Price
-
$20.71
Significant Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q4 2023
482 filings reported holding SCHH - SCHWAB STRATEGIC TR - US REIT ETF as of Q4 2023.
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) has 483 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 242M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (52.4M shares), Financial Engines Advisors L.L.C. (48.8M shares), Creative Planning (29.4M shares), US BANCORP \DE\ (25.1M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (24.9M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (13.2M shares), Envestnet Portfolio Solutions, Inc. (6.06M shares), BlackRock Inc. (3.78M shares), MONETA GROUP INVESTMENT ADVISORS LLC (1.55M shares), and AMERIPRISE FINANCIAL INC (1.47M shares).
This table shows the top 483 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.