Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / US LRG CAP ETF
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Number of holders
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1197
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Total shares
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434M
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Shares change
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+19.7M
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Total reported value, excl. options
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$27.9B
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Value change
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+$1.49B
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Put/Call ratio
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0.14
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Number of buys
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460
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Number of sells
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-517
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Price
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$64.25
Significant Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q2 2024
filings reported holding SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF as of Q2 2024.
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) has 1,197 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 434M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (149M shares), Creative Planning (28.2M shares), US BANCORP \DE\ (14.3M shares), SEI INVESTMENTS CO (12.5M shares), HBK Sorce Advisory LLC (10.6M shares), SAGE FINANCIAL GROUP INC (8.38M shares), MONETA GROUP INVESTMENT ADVISORS LLC (8M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.71M shares), UBS Group AG (6.18M shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (5.9M shares).
This table shows the top 1197 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.