Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / LONG TERM US
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
669K
-
Shares change
-
+221K
-
Total reported value, excl. options
-
$36.6M
-
Value change
-
+$12.1M
-
Number of buys
-
14
-
Number of sells
-
-4
-
Price
-
$54.77
Significant Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q4 2020
18 filings reported holding SCHQ - SCHWAB STRATEGIC TR - LONG TERM US as of Q4 2020.
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 669K shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (356K shares), IMC-Chicago, LLC (88.9K shares), Charles Schwab Trust Co (59.7K shares), Clear Creek Financial Management, LLC (46.8K shares), TrinityPoint Wealth, LLC (32.9K shares), ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP (21.6K shares), CITADEL ADVISORS LLC (20K shares), DOCK STREET ASSET MANAGEMENT INC (12K shares), Charles Schwab Investment Advisory, Inc. (11.2K shares), and FLOW TRADERS U.S. LLC (10.6K shares).
This table shows the top 15 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.