SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY)

CUSIP: 808524672

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / INTERNL DIVID
Total 13F shares
9,295,508
Share change
-2,202
Total reported value
$219,652,673
Price per share
$23.63
Number of holders
77
Value change
+$154,718
Number of buys
42
Number of sells
24

Quarterly Holders Quick Answers

What is CUSIP 808524672?
CUSIP 808524672 identifies SCHY - SCHWAB STRATEGIC TR - INTERNL DIVID in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SCHY - SCHWAB STRATEGIC TR - INTERNL DIVID (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) as of Q1 2023

As of 31 Mar 2023, SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) was held by 77 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 9,295,508 shares. The largest 10 holders included CHARLES SCHWAB INVESTMENT MANAGEMENT INC, FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., Summit Asset Management, LLC, Kohmann Bosshard Financial Services, LLC, Veritable, L.P., Principle Wealth Partners LLC, BANK OF AMERICA CORP /DE/, MAGNOLIA CAPITAL ADVISORS LLC, JANE STREET GROUP, LLC, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO. This page lists 77 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
72
Q1 2023 holders
77
Holder diff
5
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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