Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / 1000 INDEX ETF
-
Number of holders
-
84
-
Total 13F shares, excl. options
-
16.4M
-
Shares change
-
+1.11M
-
Total reported value, excl. options
-
$646M
-
Value change
-
+$43.9M
-
Number of buys
-
39
-
Number of sells
-
-34
-
Price
-
$39.42
Significant Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q1 2021
96 filings reported holding SCHK - SCHWAB STRATEGIC TR - 1000 INDEX ETF as of Q1 2021.
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) has 84 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.4M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (9.36M shares), Legacy Wealth Management, Inc (4.72M shares), WADDELL & ASSOCIATES, LLC (817K shares), COLONY GROUP LLC (342K shares), Parkside Advisors LLC (89.4K shares), HBK Sorce Advisory LLC (84.7K shares), Clearshares LLC (81.7K shares), MML INVESTORS SERVICES, LLC (66.6K shares), MADISON WEALTH MANAGEMENT (56.5K shares), and Cedar Brook Financial Partners, LLC (56.2K shares).
This table shows the top 84 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.