Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LONG TERM US
-
Total 13F shares
-
13,371,177
-
Share change
-
+3,109,770
-
Total reported value
-
$468,176,230
-
Price per share
-
$35.08
-
Number of holders
-
94
-
Value change
-
+$109,296,981
-
Number of buys
-
72
-
Number of sells
-
16
Institutional Holders of SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) as of Q4 2023
As of 31 Dec 2023,
SCHWAB STRATEGIC TR - LONG TERM US (SCHQ) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,371,177 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, TOTAL INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, SFMG, LLC, Northwest Capital Management Inc, CWM, LLC, Ambassador Advisors, LLC, MML INVESTORS SERVICES, LLC, JPMORGAN CHASE & CO, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
This page lists
94
institutional shareholders reporting positions in this security
for the Q4 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.