Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / INTERNL DIVID
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
1,141,048
-
Shares change
-
+314,773
-
Total reported value, excl. options
-
$29,277,205
-
Value change
-
+$8,134,309
-
Number of buys
-
16
-
Number of sells
-
-7
-
Price
-
$25.66
Significant Holders of SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) as of Q4 2021
25 filings reported holding SCHY - SCHWAB STRATEGIC TR - INTERNL DIVID as of Q4 2021.
SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,141,048 shares
.
Largest 10 shareholders include McCarthy Asset Management, Inc. (228,081 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (141,575 shares), Financial Architects, Inc (120,328 shares), Danda Trouve Investment Management, Inc. (106,058 shares), WSFS CAPITAL MANAGEMENT, LLC (86,316 shares), COWA, LLC (74,189 shares), CVA Family Office, LLC (60,961 shares), ROYAL BANK OF CANADA (56,811 shares), OLD MISSION CAPITAL LLC (52,332 shares), and Berkeley, Inc (49,384 shares).
This table shows the top 23 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.