Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
6,881,001
-
Shares change
-
+1,499,645
-
Total reported value, excl. options
-
$352,186,840
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Value change
-
+$76,786,946
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Number of buys
-
67
-
Number of sells
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-13
-
Price
-
$51.18
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q2 2021
87 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q2 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 6,881,001 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1,656,999 shares), 55I, LLC (1,012,495 shares), Cooper Financial Group (369,171 shares), Horst & Graben Wealth Management LLC (349,192 shares), CLIENT 1ST ADVISORY GROUP, LLC (283,022 shares), AE Wealth Management LLC (222,437 shares), UMA Financial Services, Inc. (179,794 shares), VIVID FINANCIAL MANAGEMENT, INC. (175,302 shares), Clearview Wealth Advisors LLC (170,335 shares), and MML INVESTORS SERVICES, LLC (143,929 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.