Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
6,889,138
-
Share change
-
-119,910
-
Total reported value
-
$351,638,525
-
Price per share
-
$51.05
-
Number of holders
-
97
-
Value change
-
-$6,122,777
-
Number of buys
-
45
-
Number of sells
-
48
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q3 2021
As of 30 Sep 2021,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
97 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,889,138 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, 55I, LLC, CLIENT 1ST ADVISORY GROUP, LLC, Horst & Graben Wealth Management LLC, Cooper Financial Group, CFS Investment Advisory Services, LLC, AE Wealth Management LLC, VIVID FINANCIAL MANAGEMENT, INC., Ameritas Investment Company, LLC, and UMA Financial Services, Inc..
This page lists
97
institutional shareholders reporting positions in this security
for the Q3 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.