Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / 1000 INDEX ETF
-
Number of holders
-
137
-
Total 13F shares, excl. options
-
39,262,482
-
Shares change
-
+1,257,502
-
Total reported value, excl. options
-
$1,808,558,932
-
Value change
-
+$58,008,165
-
Number of buys
-
57
-
Number of sells
-
-54
-
Price
-
$46.06
Significant Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q4 2023
154 filings reported holding SCHK - SCHWAB STRATEGIC TR - 1000 INDEX ETF as of Q4 2023.
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) has 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39,262,482 shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (25,155,133 shares), Legacy Wealth Management, Inc (8,613,960 shares), ARMSTRONG ADVISORY GROUP, INC (1,246,826 shares), WADDELL & ASSOCIATES, LLC (975,639 shares), Warwick Investment Management, Inc. (827,358 shares), Plum Street Advisors, LLC (386,351 shares), Colony Group, LLC (269,944 shares), BANK OF AMERICA CORP /DE/ (259,758 shares), Mariner, LLC (102,403 shares), and Cedar Brook Financial Partners, LLC (95,297 shares).
This table shows the top 137 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.