Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / INTERNL DIVID
-
Total 13F shares
-
11,174,696
-
Share change
-
+286,416
-
Total reported value
-
$258,291,505
-
Price per share
-
$23.00
-
Number of holders
-
84
-
Value change
-
+$6,261,981
-
Number of buys
-
44
-
Number of sells
-
36
Institutional Holders of SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) as of Q3 2023
As of 30 Sep 2023,
SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,174,696 shares.
The largest 10 holders included
Cresset Asset Management, LLC, Strategic Investment Solutions, Inc. /IL, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Summit Asset Management, LLC, Kohmann Bosshard Financial Services, LLC, Souders Financial Advisors, PATHSTONE FAMILY OFFICE, LLC, Principle Wealth Partners LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and BANK OF AMERICA CORP /DE/.
This page lists
85
institutional shareholders reporting positions in this security
for the Q3 2023 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.