Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
-
97
-
Total shares
-
6.89M
-
Shares change
-
-120K
-
Total reported value, excl. options
-
$352M
-
Value change
-
-$6.12M
-
Number of buys
-
45
-
Number of sells
-
-48
-
Price
-
$51.05
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q3 2021
97 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q3 2021.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.89M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.73M shares), 55I, LLC (821K shares), CLIENT 1ST ADVISORY GROUP, LLC (323K shares), Horst & Graben Wealth Management LLC (290K shares), Cooper Financial Group (269K shares), CFS Investment Advisory Services, LLC (213K shares), AE Wealth Management LLC (173K shares), VIVID FINANCIAL MANAGEMENT, INC. (167K shares), Ameritas Investment Company, LLC (153K shares), and UMA Financial Services, Inc. (132K shares).
This table shows the top 97 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.