Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
3,731,405
-
Share change
-
-500,581
-
Total reported value
-
$177,477,728
-
Price per share
-
$47.56
-
Number of holders
-
75
-
Value change
-
-$23,865,877
-
Number of buys
-
25
-
Number of sells
-
48
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2023
As of 31 Mar 2023,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
75 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,731,405 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TAP Consulting, LLC, Integrated Wealth Concepts LLC, BANK OF AMERICA CORP /DE/, JANE STREET GROUP, LLC, Baldrige Asset Management LLC, Financial Architects, Inc, Rosenberg Matthew Hamilton, HM PAYSON & CO, and B. Riley Wealth Advisors, Inc..
This page lists
76
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| 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.