Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
-
Equity / 1 5YR CORP BD
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Number of holders
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88
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Total 13F shares, excl. options
-
4,340,105
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Shares change
-
-77,782
-
Total reported value, excl. options
-
$209,616,462
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Value change
-
-$3,779,512
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Number of buys
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42
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Number of sells
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41
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Price
-
$48.33
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2024
As of 31 Mar 2024 SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) had 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,340,105 shares of stock of the company.
Largest 10 holders included CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, BANK OF AMERICA CORP /DE/, Columbus Macro, LLC, TAP Consulting, LLC, Modera Wealth Management, LLC, GREENUP STREET WEALTH MANAGEMENT LLC, HighTower Advisors, LLC, and White Wing Wealth Management.
This table shows 88 institutional shareholders of the security as of 31 Mar 2024.
| 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.