Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
4,340,105
-
Share change
-
-77,782
-
Total reported value
-
$209,616,462
-
Price per share
-
$48.33
-
Number of holders
-
88
-
Value change
-
-$3,779,507
-
Number of buys
-
42
-
Number of sells
-
41
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,340,105 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, BANK OF AMERICA CORP /DE/, Columbus Macro, LLC, TAP Consulting, LLC, Modera Wealth Management, LLC, GREENUP STREET WEALTH MANAGEMENT LLC, HighTower Advisors, LLC, and White Wing Wealth Management.
This page lists
88
institutional shareholders reporting positions in this security
for the Q1 2024 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.