Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
102,699,710
-
Share change
-
+1,837,534
-
Total reported value
-
$7,637,017,639
-
Price per share
-
$74.08
-
Number of holders
-
756
-
Value change
-
+$135,275,299
-
Number of buys
-
258
-
Number of sells
-
337
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q2 2024
As of 30 Jun 2024,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
756 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
102,699,710 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., SEI INVESTMENTS CO, MATHER GROUP, LLC., OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Avantax Planning Partners, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Mariner, LLC, Betterment LLC, and Gemmer Asset Management LLC.
This page lists
756
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 |
* 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.