SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI)

CUSIP: 808524698

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / 5 10YR CORP BD
Total 13F shares
111,823,671
Share change
+327,697
Total reported value
$4,718,897,963
Price per share
$42.20
Number of holders
149
Value change
+$13,445,072
Number of buys
115
Number of sells
44

Quarterly Holders Quick Answers

What is CUSIP 808524698?
CUSIP 808524698 identifies SCHI - SCHWAB STRATEGIC TR - 5 10YR CORP BD in SEC institutional holdings data.

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Top shareholders of SCHI - SCHWAB STRATEGIC TR - 5 10YR CORP BD (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q3 2023

As of 30 Sep 2023, SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by 149 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 111,823,671 shares. The largest 10 holders included Charles Schwab Investment Advisory, Inc., CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Campbell Wealth Management, JANE STREET GROUP, LLC, WestHill Financial Advisors, Inc., BlackRock Inc., and ENVESTNET ASSET MANAGEMENT INC. This page lists 149 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
99
Q3 2023 holders
149
Holder diff
50
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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