Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
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Equity / 1 5YR CORP BD
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Number of holders
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76
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Total shares
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3.58M
-
Shares change
-
+117K
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Total reported value, excl. options
-
$168M
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Value change
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+$5.47M
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Number of buys
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36
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Number of sells
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-32
-
Price
-
$46.97
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q3 2023
73 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q3 2023.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.58M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.08M shares), TAP Consulting, LLC (189K shares), BANK OF AMERICA CORP /DE/ (124K shares), Modera Wealth Management, LLC (98.6K shares), JANE STREET GROUP, LLC (94.6K shares), HighTower Advisors, LLC (92.6K shares), HM PAYSON & CO (75K shares), B. Riley Wealth Advisors, Inc. (65.1K shares), Kades & Cheifetz LLC (61.5K shares), and Rosenberg Matthew Hamilton (55.9K shares).
This table shows the top 76 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.