Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
9,855,336
-
Share change
-
+4,271,514
-
Total reported value
-
$312,172,692
-
Price per share
-
$31.68
-
Number of holders
-
60
-
Value change
-
+$133,656,395
-
Number of buys
-
45
-
Number of sells
-
22
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q3 2023
As of 30 Sep 2023,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,855,336 shares.
The largest 10 holders included
TOTAL INVESTMENT MANAGEMENT INC, BANK OF AMERICA CORP /DE/, SFMG, LLC, ENVESTNET ASSET MANAGEMENT INC, Ambassador Advisors, LLC, JANE STREET GROUP, LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Raymond James Financial Services Advisors, Inc., Northwest Capital Management Inc, and CWM, LLC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q3 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.