Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
4,467,081
-
Share change
-
+81,370
-
Total reported value
-
$215,686,524
-
Price per share
-
$48.28
-
Number of holders
-
89
-
Value change
-
+$3,917,033
-
Number of buys
-
42
-
Number of sells
-
42
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q2 2024
As of 30 Jun 2024,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,467,081 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Cetera Investment Advisers, TAP Consulting, LLC, Columbus Macro, LLC, White Wing Wealth Management, Modera Wealth Management, LLC, HighTower Advisors, LLC, and Kades & Cheifetz LLC.
This page lists
89
institutional shareholders reporting positions in this security
for the Q2 2024 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.