Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
-
80
-
Total shares
-
5.46M
-
Shares change
-
+3.42M
-
Total reported value, excl. options
-
$278M
-
Value change
-
+$174M
-
Number of buys
-
64
-
Number of sells
-
-7
-
Price
-
$50.98
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2021
79 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q1 2021.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.46M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.57M shares), 55I, LLC (679K shares), Cooper Financial Group (355K shares), Horst & Graben Wealth Management LLC (258K shares), AE Wealth Management LLC (149K shares), ENVESTNET ASSET MANAGEMENT INC (147K shares), Clearview Wealth Advisors LLC (143K shares), Austin Private Wealth, LLC (141K shares), MML INVESTORS SERVICES, LLC (135K shares), and Copperleaf Capital, LLC (126K shares).
This table shows the top 80 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.