Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / INTERNL DIVID
-
Total 13F shares
-
10,495,674
-
Share change
-
+128,243
-
Total reported value
-
$265,609,949
-
Price per share
-
$25.38
-
Number of holders
-
117
-
Value change
-
+$4,372,115
-
Number of buys
-
53
-
Number of sells
-
68
Institutional Holders of SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) as of Q1 2025
As of 31 Mar 2025,
SCHWAB STRATEGIC TR - INTERNL DIVID (SCHY) was held by
117 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,495,674 shares.
The largest 10 holders included
Cresset Asset Management, LLC, Summit Asset Management, LLC, HighTower Advisors, LLC, OSAIC HOLDINGS, INC., LeConte Wealth Management, LLC, IRON Financial LLC, Asset Advisors Investment Management, LLC, BANK OF AMERICA CORP /DE/, Charles Schwab Trust Co, and LPL Financial LLC.
This page lists
117
institutional shareholders reporting positions in this security
for the Q1 2025 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.