Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / LONG TERM US
-
Number of holders
-
14
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Total 13F shares, excl. options
-
695K
-
Shares change
-
+379K
-
Total reported value, excl. options
-
$35.2M
-
Value change
-
+$19.1M
-
Number of buys
-
11
-
Number of sells
-
-3
-
Price
-
$51.22
Significant Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q4 2021
15 filings reported holding SCHQ - SCHWAB STRATEGIC TR - LONG TERM US as of Q4 2021.
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 695K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (284K shares), Northwest Capital Management Inc (117K shares), JANE STREET GROUP, LLC (88.9K shares), Clear Creek Financial Management, LLC (68.5K shares), CITADEL ADVISORS LLC (39K shares), Charles Schwab Trust Co (35.7K shares), ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP (26.4K shares), FLOW TRADERS U.S. LLC (15.7K shares), Charles Schwab Investment Advisory, Inc. (10.2K shares), and SeaCrest Wealth Management, LLC (6.04K shares).
This table shows the top 14 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.