Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
398,740
-
Share change
-
+114,471
-
Total reported value
-
$20,480,000
-
Price per share
-
$51.37
-
Number of holders
-
27
-
Value change
-
+$5,866,388
-
Number of buys
-
21
-
Number of sells
-
4
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q4 2020
As of 31 Dec 2020,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
398,740 shares.
The largest 10 holders included
Financial Architects, Inc, WASHBURN CAPITAL MANAGEMENT, INC., UMA Financial Services, Inc., JANE STREET GROUP, LLC, Truadvice, LLC, Charles Schwab Trust Co, FLOW TRADERS U.S. LLC, LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA, Kingsview Wealth Management, LLC, and HighTower Advisors, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q4 2020 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.