Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / 1000 INDEX ETF
-
Number of holders
-
120
-
Total 13F shares, excl. options
-
21.5M
-
Shares change
-
+1.95M
-
Total reported value, excl. options
-
$1B
-
Value change
-
+$91.2M
-
Number of buys
-
57
-
Number of sells
-
-28
-
Price
-
$46.58
Significant Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q4 2021
130 filings reported holding SCHK - SCHWAB STRATEGIC TR - 1000 INDEX ETF as of Q4 2021.
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) has 120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.5M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (13.6M shares), Legacy Wealth Management, Inc (4.93M shares), WADDELL & ASSOCIATES, LLC (850K shares), COLONY GROUP LLC (332K shares), Cedar Brook Financial Partners, LLC (91.4K shares), Blueprint Investment Partners LLC (85.8K shares), Clearshares LLC (84.7K shares), HBK Sorce Advisory LLC (81.7K shares), GOLDMAN SACHS GROUP INC (79.4K shares), and Parkside Advisors LLC (79K shares).
This table shows the top 120 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.