Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INTERNL DIVID
-
Total 13F shares
-
10,834,053
-
Share change
-
-312,631
-
Total reported value
-
$262,818,641
-
Price per share
-
$24.26
-
Number of holders
-
107
-
Value change
-
-$7,577,417
-
Number of buys
-
63
-
Number of sells
-
40
Institutional Holders of SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) was held by
107 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,834,053 shares.
The largest 10 holders included
Cresset Asset Management, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Summit Asset Management, LLC, JANE STREET GROUP, LLC, Souders Financial Advisors, Kohmann Bosshard Financial Services, LLC, Principle Wealth Partners LLC, OLD MISSION CAPITAL LLC, ENVESTNET ASSET MANAGEMENT INC, and OSAIC HOLDINGS, INC..
This page lists
107
institutional shareholders reporting positions in this security
for the Q1 2024 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.