Q3 2022 13F Holders as of 9/30/2022
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Type / Class
-
Equity / 1 5YR CORP BD
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Number of holders
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3
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Total shares
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26.4K
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Shares change
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-144K
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Total reported value, excl. options
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$1.22M
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Value change
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-$6.85M
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Number of buys
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1
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Number of sells
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-14
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Price
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$46.29
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q3 2022
2 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q3 2022.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.4K shares
.
Largest 10 shareholders include KING LUTHER CAPITAL MANAGEMENT CORP (26.3K shares), WR Wealth Planners, LLC (1.08K shares), Glen Eagle Advisors, LLC (821 shares), BROWN, LISLE/CUMMINGS, INC. (81 shares), Nelson, Van Denburg & Campbell Wealth Management Group, LLC (37 shares), Rockbridge Investment Management, LCC (0 shares), CWM, LLC (0 shares), Prospera Financial Services Inc (0 shares), Vision Capital Management, Inc. (0 shares), and Teamwork Financial Advisors, LLC (0 shares).
This table shows the top 3 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.