Security key
808524201
- Type / Class
- Equity / US LRG CAP ETF
- Total 13F shares
- 435,304,696
- Share change
- +19,679,761
- Total reported value
- $27,964,082,471
- Put/Call ratio
- 14%
- Price per share
- $64.25
- Number of holders
- 1,212
- Value change
- +$1,491,346,655
- Number of buys
- 464
- Number of sells
- 526
Report period
Q2 2024
Institutions
1,212
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524201
Recent filing periods:
Top shareholders of SCHX - SCHWAB STRATEGIC TR - US LRG CAP ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) as of Q2 2024
As of 30 Jun 2024,
SCHWAB STRATEGIC TR - US LRG CAP ETF (SCHX) was held by
1,212 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
435,304,696 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Creative Planning, US BANCORP \DE\, SEI INVESTMENTS CO, HBK Sorce Advisory LLC, SAGE FINANCIAL GROUP INC, MONETA GROUP INVESTMENT ADVISORS LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, UBS Group AG, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO.
This page lists
1,214
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
1,183
Q2 2024 holders
1,212
Holder diff
29
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.