Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
413,812
-
Share change
-
-182,968
-
Total reported value
-
$20,753,000
-
Price per share
-
$50.15
-
Number of holders
-
13
-
Value change
-
-$9,177,100
-
Number of buys
-
9
-
Number of sells
-
8
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q3 2021
As of 30 Sep 2021,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
413,812 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, Cardan Capital Partners, LLC, Clear Creek Financial Management, LLC, Charles Schwab Trust Co, ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP, Charles Schwab Investment Advisory, Inc., Covenant Multifamily Offices, LLC, Northwest Capital Management Inc, SeaCrest Wealth Management, LLC, and UBS Group AG.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2021 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.