Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
-
88
-
Total shares
-
4.34M
-
Shares change
-
-77.8K
-
Total reported value, excl. options
-
$210M
-
Value change
-
-$3.78M
-
Number of buys
-
42
-
Number of sells
-
-41
-
Price
-
$48.33
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2024
2 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q1 2024.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.34M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.68M shares), ENVESTNET ASSET MANAGEMENT INC (184K shares), Cetera Investment Advisers (168K shares), BANK OF AMERICA CORP /DE/ (161K shares), Columbus Macro, LLC (152K shares), TAP Consulting, LLC (142K shares), Modera Wealth Management, LLC (111K shares), GREENUP STREET WEALTH MANAGEMENT LLC (103K shares), HighTower Advisors, LLC (90K shares), and White Wing Wealth Management (85.1K shares).
This table shows the top 88 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.