Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US REIT ETF
-
Number of holders
-
455
-
Total 13F shares, excl. options
-
232M
-
Shares change
-
-1.94M
-
Total reported value, excl. options
-
$4.12B
-
Value change
-
-$39.7M
-
Put/Call ratio
-
0.58
-
Number of buys
-
222
-
Number of sells
-
-189
-
Price
-
$17.75
Significant Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q3 2023
501 filings reported holding SCHH - SCHWAB STRATEGIC TR - US REIT ETF as of Q3 2023.
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) has 455 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 232M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (51.4M shares), Financial Engines Advisors L.L.C. (47.4M shares), Creative Planning (29.9M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (25.4M shares), US BANCORP \DE\ (24.5M shares), Envestnet Portfolio Solutions, Inc. (5.96M shares), BlackRock Inc. (5.67M shares), Cerity Partners LLC (2.22M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (2.02M shares), and RATIONAL ADVISORS LLC (1.8M shares).
This table shows the top 455 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.