Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
668,802
-
Share change
-
+221,176
-
Total reported value
-
$36,581,479
-
Price per share
-
$54.77
-
Number of holders
-
15
-
Value change
-
+$12,053,895
-
Number of buys
-
14
-
Number of sells
-
4
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q4 2020
As of 31 Dec 2020,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
668,802 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, IMC-Chicago, LLC, Charles Schwab Trust Co, Clear Creek Financial Management, LLC, TrinityPoint Wealth, LLC, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, CITADEL ADVISORS LLC, DOCK STREET ASSET MANAGEMENT INC, Charles Schwab Investment Advisory, Inc., and FLOW TRADERS U.S. LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| 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.