Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Number of holders
-
99
-
Total 13F shares, excl. options
-
111,388,667
-
Shares change
-
+2,888,807
-
Total reported value, excl. options
-
$4,906,681,333
-
Value change
-
+$127,249,291
-
Number of buys
-
80
-
Number of sells
-
-19
-
Price
-
$44.05
Significant Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q2 2023
108 filings reported holding SCHI - SCHWAB STRATEGIC TR - 5 10YR CORP BD as of Q2 2023.
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) has 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 111,388,667 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (106,077,267 shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3,274,701 shares), Campbell Wealth Management (310,271 shares), WestHill Financial Advisors, Inc. (231,587 shares), Charles Schwab Trust Co (142,935 shares), ENVESTNET ASSET MANAGEMENT INC (137,529 shares), JANE STREET GROUP, LLC (95,878 shares), BlackRock Inc. (86,358 shares), DecisionPoint Financial, LLC (79,692 shares), and ADVISORY SERVICES NETWORK, LLC (75,457 shares).
This table shows the top 99 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.