Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
5,515,328
-
Share change
-
+2,152,492
-
Total reported value
-
$197,362,396
-
Price per share
-
$36.29
-
Number of holders
-
51
-
Value change
-
+$77,242,515
-
Number of buys
-
39
-
Number of sells
-
12
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q2 2023
As of 30 Jun 2023,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,515,328 shares.
The largest 10 holders included
Ambassador Advisors, LLC, TOTAL INVESTMENT MANAGEMENT INC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Northwest Capital Management Inc, Raymond James Financial Services Advisors, Inc., CWM, LLC, Northern Capital Management, Inc., and BANK OF MONTREAL /CAN/.
This page lists
51
institutional shareholders reporting positions in this security
for the Q2 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.