Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / LONG TERM US
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Number of holders
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51
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Total 13F shares, excl. options
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5.52M
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Shares change
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+2.15M
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Total reported value, excl. options
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$197M
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Value change
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+$77.2M
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Number of buys
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39
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Number of sells
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-12
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Price
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$36.29
Significant Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q2 2023
53 filings reported holding SCHQ - SCHWAB STRATEGIC TR - LONG TERM US as of Q2 2023.
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.52M shares
.
Largest 10 shareholders include Ambassador Advisors, LLC (1.09M shares), TOTAL INVESTMENT MANAGEMENT INC (877K shares), JANE STREET GROUP, LLC (470K shares), ENVESTNET ASSET MANAGEMENT INC (412K shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (311K shares), Northwest Capital Management Inc (240K shares), Raymond James Financial Services Advisors, Inc. (234K shares), CWM, LLC (232K shares), Northern Capital Management, Inc. (158K shares), and BANK OF MONTREAL /CAN/ (125K shares).
This table shows the top 51 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.