Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
-
27
-
Total shares
-
399K
-
Shares change
-
+114K
-
Total reported value, excl. options
-
$20.5M
-
Value change
-
+$5.87M
-
Number of buys
-
21
-
Number of sells
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-4
-
Price
-
$51.37
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q4 2020
27 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q4 2020.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 399K shares
.
Largest 10 shareholders include Financial Architects, Inc (73.2K shares), WASHBURN CAPITAL MANAGEMENT, INC. (63.7K shares), UMA Financial Services, Inc. (57.9K shares), JANE STREET GROUP, LLC (37.1K shares), Truadvice, LLC (33.2K shares), Charles Schwab Trust Co (20.4K shares), FLOW TRADERS U.S. LLC (16.3K shares), LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA (13.8K shares), Kingsview Wealth Management, LLC (12.3K shares), and HighTower Advisors, LLC (10.3K shares).
This table shows the top 27 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.