Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
5,455,199
-
Share change
-
+4,528,029
-
Total reported value
-
$278,111,228
-
Price per share
-
$50.98
-
Number of holders
-
79
-
Value change
-
+$230,823,772
-
Number of buys
-
65
-
Number of sells
-
7
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2021
As of 31 Mar 2021,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,455,199 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, 55I, LLC, Cooper Financial Group, Horst & Graben Wealth Management LLC, AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, Clearview Wealth Advisors LLC, Austin Private Wealth, LLC, MML INVESTORS SERVICES, LLC, and Copperleaf Capital, LLC.
This page lists
79
institutional shareholders reporting positions in this security
for the Q1 2021 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.