Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
5,455,199
-
Shares change
-
+4,528,029
-
Total reported value, excl. options
-
$278,111,228
-
Value change
-
+$230,823,772
-
Number of buys
-
65
-
Number of sells
-
-7
-
Price
-
$50.98
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2021
82 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q1 2021.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,455,199 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1,571,918 shares), 55I, LLC (678,984 shares), Cooper Financial Group (355,068 shares), Horst & Graben Wealth Management LLC (258,018 shares), AE Wealth Management LLC (148,693 shares), ENVESTNET ASSET MANAGEMENT INC (147,052 shares), Clearview Wealth Advisors LLC (142,691 shares), Austin Private Wealth, LLC (140,569 shares), MML INVESTORS SERVICES, LLC (135,054 shares), and Copperleaf Capital, LLC (126,194 shares).
This table shows the top 79 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.