Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US LCAP GR ETF
-
Number of holders
-
675
-
Total 13F shares, excl. options
-
55,600,712
-
Shares change
-
-2,607,070
-
Total reported value, excl. options
-
$7,229,088,805
-
Value change
-
-$336,131,900
-
Put/Call ratio
-
50%
-
Number of buys
-
269
-
Number of sells
-
-312
-
Price
-
$129.78
Significant Holders of SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) as of Q1 2021
721 filings reported holding SCHG - SCHWAB STRATEGIC TR - US LCAP GR ETF as of Q1 2021.
SCHWAB STRATEGIC TR - US LCAP GR ETF (SCHG) has 675 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 55,600,712 shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (12,883,321 shares), Avantax Planning Partners, Inc. (3,173,415 shares), MATHER GROUP, LLC. (2,634,597 shares), ADVISOR GROUP HOLDINGS, INC. (2,618,663 shares), Mariner, LLC (1,718,036 shares), ENVESTNET ASSET MANAGEMENT INC (1,377,714 shares), Fund Evaluation Group, LLC (1,311,664 shares), FORT PITT CAPITAL GROUP, LLC (997,565 shares), LPL Financial LLC (766,839 shares), and SEI INVESTMENTS CO (760,064 shares).
This table shows the top 675 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.