Q2 2021 13F Holders as of 6/30/2021
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Type / Class
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Equity / 1 5YR CORP BD
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Number of holders
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79
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Total shares
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6.88M
-
Shares change
-
+1.5M
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Total reported value, excl. options
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$352M
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Value change
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+$76.8M
-
Number of buys
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67
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Number of sells
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-14
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Price
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$51.18
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q2 2021
79 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q2 2021.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.88M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.66M shares), 55I, LLC (1.01M shares), Cooper Financial Group (369K shares), Horst & Graben Wealth Management LLC (349K shares), CLIENT 1ST ADVISORY GROUP, LLC (283K shares), AE Wealth Management LLC (222K shares), UMA Financial Services, Inc. (180K shares), VIVID FINANCIAL MANAGEMENT, INC. (175K shares), Clearview Wealth Advisors LLC (170K shares), and MML INVESTORS SERVICES, LLC (144K shares).
This table shows the top 79 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.