Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / INTERNL DIVID
-
Total 13F shares
-
3,843,454
-
Share change
-
+1,115,783
-
Total reported value
-
$86,438,000
-
Price per share
-
$22.49
-
Number of holders
-
41
-
Value change
-
+$23,277,055
-
Number of buys
-
27
-
Number of sells
-
23
Institutional Holders of SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) as of Q2 2022
As of 30 Jun 2022,
SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,843,454 shares.
The largest 10 holders included
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC., Summit Asset Management, LLC, Kohmann Bosshard Financial Services, LLC, McCarthy Asset Management, Inc., FIRST MERCHANTS CORP, ProVise Management Group, LLC, Columbus Macro, LLC, WSFS CAPITAL MANAGEMENT, LLC, Cetera Investment Advisers, and CAROLINAS WEALTH CONSULTING LLC.
This page lists
42
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| 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.