Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US LCAP VA ETF
-
Total 13F shares
-
333,061,425
-
Share change
-
+5,308,415
-
Total reported value
-
$8,850,811,193
-
Price per share
-
$26.58
-
Number of holders
-
832
-
Value change
-
+$140,294,368
-
Number of buys
-
383
-
Number of sells
-
319
Institutional Holders of SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) as of Q1 2025
As of 31 Mar 2025,
SCHWAB STRATEGIC TR - US LCAP VA ETF (SCHV) was held by
832 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
333,061,425 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., SEI INVESTMENTS CO, MATHER GROUP, LLC., ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., Avantax Planning Partners, Inc., Mariner, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Betterment LLC, and Gemmer Asset Management LLC.
This page lists
833
institutional shareholders reporting positions in this security
for the Q1 2025 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.