Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
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92
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Total shares
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4.25M
-
Shares change
-
+267K
-
Total reported value, excl. options
-
$199M
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Value change
-
+$12.5M
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Number of buys
-
37
-
Number of sells
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-36
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Price
-
$46.89
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q4 2022
89 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q4 2022.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.25M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.08M shares), JANE STREET GROUP, LLC (260K shares), TAP Consulting, LLC (193K shares), RFP Financial Group LLC (181K shares), Integrated Wealth Concepts LLC (127K shares), BANK OF AMERICA CORP /DE/ (122K shares), Baldrige Asset Management LLC (101K shares), Financial Architects, Inc (84.6K shares), Rosenberg Matthew Hamilton (79.5K shares), and CLIENT 1ST ADVISORY GROUP, LLC (70.8K shares).
This table shows the top 92 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.