Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Total 13F shares
-
118,921,618
-
Share change
-
+7,016,497
-
Total reported value
-
$5,344,194,279
-
Price per share
-
$44.94
-
Number of holders
-
166
-
Value change
-
+$316,443,655
-
Number of buys
-
116
-
Number of sells
-
54
Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q4 2023
As of 31 Dec 2023,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
166 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
118,921,618 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., CHARLES SCHWAB INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, BlackRock Inc., Bouchey Financial Group Ltd, Campbell Wealth Management, OGOREK ANTHONY JOSEPH /NY/ /ADV, WestHill Financial Advisors, Inc., and Horst & Graben Wealth Management LLC.
This page lists
166
institutional shareholders reporting positions in this security
for the Q4 2023 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.