Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / US REIT ETF
-
Number of holders
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487
-
Total shares
-
250M
-
Shares change
-
+1.65M
-
Total reported value, excl. options
-
$5.07B
-
Value change
-
+$32.3M
-
Put/Call ratio
-
0.04
-
Number of buys
-
233
-
Number of sells
-
-208
-
Price
-
$20.30
Significant Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q1 2024
2 filings reported holding SCHH - SCHWAB STRATEGIC TR - US REIT ETF as of Q1 2024.
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) has 487 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 250M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (53.9M shares), Financial Engines Advisors L.L.C. (50.7M shares), Creative Planning (28.5M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (27.3M shares), US BANCORP \DE\ (26.1M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (7.92M shares), Envestnet Portfolio Solutions, Inc. (6.36M shares), BlackRock Inc. (4.45M shares), Cerity Partners LLC (2.74M shares), and RATIONAL ADVISORS LLC (2.08M shares).
This table shows the top 487 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.