Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
3,580,509
-
Share change
-
+116,874
-
Total reported value
-
$168,150,164
-
Price per share
-
$46.96
-
Number of holders
-
76
-
Value change
-
+$5,473,717
-
Number of buys
-
36
-
Number of sells
-
32
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q3 2023
As of 30 Sep 2023,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,580,509 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, TAP Consulting, LLC, BANK OF AMERICA CORP /DE/, Modera Wealth Management, LLC, JANE STREET GROUP, LLC, HighTower Advisors, LLC, HM PAYSON & CO, B. Riley Wealth Advisors, Inc., Kades & Cheifetz LLC, and Rosenberg Matthew Hamilton.
This page lists
77
institutional shareholders reporting positions in this security
for the Q3 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.