Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / 1 5YR CORP BD
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Number of holders
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89
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Total shares
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4.47M
-
Shares change
-
+81.4K
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Total reported value, excl. options
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$216M
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Value change
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+$3.92M
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Number of buys
-
42
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Number of sells
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-42
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Price
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$48.28
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q2 2024
filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q2 2024.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.47M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.73M shares), ENVESTNET ASSET MANAGEMENT INC (185K shares), BANK OF AMERICA CORP /DE/ (166K shares), Cetera Investment Advisers (164K shares), TAP Consulting, LLC (156K shares), Columbus Macro, LLC (149K shares), White Wing Wealth Management (136K shares), Modera Wealth Management, LLC (108K shares), HighTower Advisors, LLC (84.2K shares), and Kades & Cheifetz LLC (83.4K shares).
This table shows the top 89 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.