Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
4,450,952
-
Shares change
-
-2,683,003
-
Total reported value, excl. options
-
$191,837,013
-
Value change
-
-$115,514,362
-
Number of buys
-
23
-
Number of sells
-
-38
-
Price
-
$43.10
Significant Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q4 2022
71 filings reported holding SCHI - SCHWAB STRATEGIC TR - 5 10YR CORP BD as of Q4 2022.
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,450,952 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3,272,278 shares), Campbell Wealth Management (286,805 shares), WestHill Financial Advisors, Inc. (213,292 shares), Charles Schwab Trust Co (163,058 shares), DecisionPoint Financial, LLC (78,079 shares), JANE STREET GROUP, LLC (69,208 shares), Adams Wealth Management (50,376 shares), Citizens National Bank Trust Department (37,345 shares), Advisory Services Network, LLC (31,664 shares), and CITADEL ADVISORS LLC (26,295 shares).
This table shows the top 54 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.