Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US LRG CAP ETF
-
Number of holders
-
857
-
Total 13F shares, excl. options
-
193,526,801
-
Shares change
-
+4,980,050
-
Total reported value, excl. options
-
$20,150,398,193
-
Value change
-
+$518,167,692
-
Put/Call ratio
-
57.9%
-
Number of buys
-
384
-
Number of sells
-
-354
-
Price
-
$104.03
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q3 2021
902 filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q3 2021.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 857 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 193,526,801 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (65,451,812 shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (16,871,139 shares), SEI INVESTMENTS CO (14,790,303 shares), UBS Group AG (4,405,194 shares), ENVESTNET ASSET MANAGEMENT INC (4,138,440 shares), SAGE FINANCIAL GROUP INC (3,847,336 shares), Creative Planning (3,562,384 shares), HBK Sorce Advisory LLC (3,443,352 shares), MERCER GLOBAL ADVISORS INC /ADV (3,182,810 shares), and AJ WEALTH STRATEGIES, LLC (2,385,805 shares).
This table shows the top 857 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.