Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
3,557,328
-
Share change
-
+2,397,553
-
Total reported value
-
$125,483,640
-
Price per share
-
$35.24
-
Number of holders
-
23
-
Value change
-
+$84,456,445
-
Number of buys
-
11
-
Number of sells
-
15
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q4 2022
As of 31 Dec 2022,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,557,328 shares.
The largest 10 holders included
TOTAL INVESTMENT MANAGEMENT INC, Ambassador Advisors, LLC, David R. Rahn & Associates Inc., CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Northwest Capital Management Inc, Stokes Family Office, LLC, SevenOneSeven Capital Management, Clear Creek Financial Management, LLC, Kaizen Financial Strategies, and JANE STREET GROUP, LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 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.