Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Total 13F shares
-
7,055,205
-
Share change
-
+359,524
-
Total reported value
-
$296,536,354
-
Price per share
-
$42.03
-
Number of holders
-
53
-
Value change
-
+$14,796,299
-
Number of buys
-
39
-
Number of sells
-
23
Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q3 2022
As of 30 Sep 2022,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,055,205 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Campbell Wealth Management, JANE STREET GROUP, LLC, WestHill Financial Advisors, Inc., Adams Wealth Management, Charles Schwab Trust Co, COMMONWEALTH EQUITY SERVICES, LLC, Charles Schwab Investment Advisory, Inc., Horst & Graben Wealth Management LLC, and Copperleaf Capital, LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q3 2022 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.