Security key
808524722
- Type / Class
- Equity / 1000 INDEX ETF
- Total 13F shares
- 2,617,849
- Share change
- +385,814
- Total reported value
- $70,121,000
- Price per share
- $26.78
- Number of holders
- 16
- Value change
- +$10,492,779
- Number of buys
- 13
- Number of sells
- 6
Report period
Q2 2018
Institutions
16
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524722
Recent filing periods:
Top shareholders of SCHK - SCHWAB STRATEGIC TR - 1000 INDEX ETF (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q2 2018
As of 30 Jun 2018,
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,617,849 shares.
The largest 10 holders included
Legacy Wealth Management, Inc, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Cambridge Investment Research Advisors, Inc., CITADEL ADVISORS LLC, Kalos Management, Inc., LATHROP INVESTMENT MANAGEMENT CORP, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, Aspen Investment Management Inc, Spence Asset Management, and ROYAL BANK OF CANADA.
This page lists
16
institutional shareholders reporting positions in this security
for the Q2 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2018 vs Q1 2018 Across Filers
Q1 2018 holders
12
Q2 2018 holders
16
Holder diff
4
| Investor | Q1 2018 Shares | Q2 2018 Shares | Share Diff | Share Chg % | Q1 2018 Value $ | Q2 2018 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.