Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
825
-
Total 13F shares, excl. options
-
183,769,568
-
Shares change
-
+4,920,058
-
Total reported value, excl. options
-
$17,579,482,433
-
Value change
-
+$476,664,709
-
Put/Call ratio
-
0%
-
Number of buys
-
377
-
Number of sells
-
-358
-
Price
-
$96.03
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q1 2021
864 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q1 2021.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 825 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 183,769,568 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (60,813,037 shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (15,481,310 shares), SEI INVESTMENTS CO (14,877,292 shares), UBS Group AG (4,057,220 shares), SAGE FINANCIAL GROUP INC (3,857,139 shares), Creative Planning (3,573,440 shares), HBK Sorce Advisory LLC (3,304,178 shares), ENVESTNET ASSET MANAGEMENT INC (2,970,086 shares), Campbell Wealth Management (2,096,736 shares), and AJ WEALTH STRATEGIES, LLC (2,051,422 shares).
This table shows the top 825 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.