Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
13,001,524
-
Share change
-
-364,030
-
Total reported value
-
$438,467,958
-
Price per share
-
$33.73
-
Number of holders
-
89
-
Value change
-
-$12,451,671
-
Number of buys
-
43
-
Number of sells
-
52
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,001,524 shares.
The largest 10 holders included
TOTAL INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, SFMG, LLC, Northwest Capital Management Inc, CWM, LLC, Faithward Advisors, LLC, MML INVESTORS SERVICES, LLC, JPMORGAN CHASE & CO, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q1 2024 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.