Security key
808524698
- Type / Class
- Equity / 5 10YR CORP BD
- Total 13F shares
- 133,907,213
- Share change
- +14,999,048
- Total reported value
- $5,957,192,782
- Price per share
- $44.49
- Number of holders
- 183
- Value change
- +$667,268,240
- Number of buys
- 124
- Number of sells
- 81
Report period
Q1 2024
Institutions
183
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524698
Recent filing periods:
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 Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
183 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
133,907,213 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., CHARLES SCHWAB INVESTMENT MANAGEMENT INC, RiverFront Investment Group, LLC, ENVESTNET ASSET MANAGEMENT INC, Campbell Wealth Management, Royal Bank of Canada, RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, Janney Montgomery Scott LLC, and OGOREK ANTHONY JOSEPH /NY/ /ADV.
This page lists
183
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
166
Q1 2024 holders
183
Holder diff
17
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.