Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / 1000 INDEX ETF
-
Number of holders
-
128
-
Total 13F shares, excl. options
-
36.9M
-
Shares change
-
+760K
-
Total reported value, excl. options
-
$1.58B
-
Value change
-
+$32.9M
-
Number of buys
-
68
-
Number of sells
-
-40
-
Price
-
$42.79
Significant Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q2 2023
138 filings reported holding SCHK - SCHWAB STRATEGIC TR - 1000 INDEX ETF as of Q2 2023.
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36.9M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (24M shares), Legacy Wealth Management, Inc (8.66M shares), ARMSTRONG ADVISORY GROUP, INC (1.2M shares), WADDELL & ASSOCIATES, LLC (973K shares), COLONY GROUP LLC (295K shares), BANK OF AMERICA CORP /DE/ (243K shares), Mariner, LLC (110K shares), Cedar Brook Financial Partners, LLC (94.2K shares), HBK Sorce Advisory LLC (68.7K shares), and Parkside Advisors LLC (64.3K shares).
This table shows the top 128 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.