Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / 1000 INDEX ETF
-
Number of holders
-
68
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Total 13F shares, excl. options
-
12.7M
-
Shares change
-
+1.34M
-
Total reported value, excl. options
-
$420M
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Value change
-
+$44.2M
-
Number of buys
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25
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Number of sells
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-29
-
Price
-
$32.98
Significant Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q3 2020
75 filings reported holding SCHK - SCHWAB STRATEGIC TR - 1000 INDEX ETF as of Q3 2020.
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.7M shares
.
Largest 10 shareholders include Legacy Wealth Management, Inc (5.31M shares), Financial Engines Advisors L.L.C. (5.25M shares), WADDELL & ASSOCIATES, LLC (790K shares), COLONY GROUP LLC (351K shares), Clearshares LLC (148K shares), Parkside Advisors LLC (89.4K shares), HBK Sorce Advisory LLC (85.1K shares), MML INVESTORS SERVICES, LLC (68.3K shares), MADISON WEALTH MANAGEMENT (56.5K shares), and HONKAMP KRUEGER FINANCIAL SERVICES, INC. (50.9K shares).
This table shows the top 68 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.