Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
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Equity / 1 5YR CORP BD
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Number of holders
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99
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Total shares
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3.13M
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Shares change
-
-1.33M
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Total reported value, excl. options
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$153M
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Value change
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-$64M
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Number of buys
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54
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Number of sells
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-34
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Price
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$49.61
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q3 2024
filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q3 2024.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.13M shares
.
Largest 10 shareholders include Columbus Macro, LLC (193K shares), ENVESTNET ASSET MANAGEMENT INC (189K shares), Cetera Investment Advisers (168K shares), TAP Consulting, LLC (164K shares), BANK OF AMERICA CORP /DE/ (153K shares), Meridian Wealth Management, LLC (146K shares), White Wing Wealth Management (141K shares), Modera Wealth Management, LLC (107K shares), Kades & Cheifetz LLC (86.1K shares), and HighTower Advisors, LLC (81.2K shares).
This table shows the top 99 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.