Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / US SML CAP ETF
-
Number of holders
-
619
-
Total 13F shares, excl. options
-
66,374,276
-
Shares change
-
+6,117,464
-
Total reported value, excl. options
-
$3,434,033,529
-
Value change
-
+$280,275,094
-
Put/Call ratio
-
95.4%
-
Number of buys
-
302
-
Number of sells
-
-372
-
Price
-
$51.52
Significant Holders of SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) as of Q1 2020
736 filings reported holding SCHA - SCHWAB STRATEGIC TR - US SML CAP ETF as of Q1 2020.
SCHWAB STRATEGIC TR - US SML CAP ETF (SCHA) has 619 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 66,374,276 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (24,253,309 shares), SEI INVESTMENTS CO (3,973,613 shares), PERSONAL CAPITAL ADVISORS CORP (3,305,262 shares), BANK OF AMERICA CORP /DE/ (3,164,761 shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3,052,986 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1,019,863 shares), UBS Group AG (932,258 shares), Aurum Wealth Management Group, LLC (757,786 shares), FIRST MERCANTILE TRUST CO (678,558 shares), and Legacy Wealth Management, Inc (573,211 shares).
This table shows the top 619 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.