Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / LONG TERM US
-
Number of holders
-
90
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Total 13F shares, excl. options
-
13M
-
Shares change
-
-368K
-
Total reported value, excl. options
-
$439M
-
Value change
-
-$12.6M
-
Number of buys
-
42
-
Number of sells
-
-53
-
Price
-
$33.73
Significant Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q1 2024
102 filings reported holding SCHQ - SCHWAB STRATEGIC TR - LONG TERM US as of Q1 2024.
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) has 90 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13M shares
.
Largest 10 shareholders include TOTAL INVESTMENT MANAGEMENT INC (2.53M shares), BANK OF AMERICA CORP /DE/ (2.35M shares), ENVESTNET ASSET MANAGEMENT INC (1.66M shares), SFMG, LLC (642K shares), Northwest Capital Management Inc (499K shares), CWM, LLC (458K shares), Faithward Advisors, LLC (417K shares), MML INVESTORS SERVICES, LLC (410K shares), JPMORGAN CHASE & CO (318K shares), and CHARLES SCHWAB INVESTMENT MANAGEMENT INC (312K shares).
This table shows the top 90 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.