Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / 1 5YR CORP BD
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Number of holders
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110
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Total shares
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7.04M
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Shares change
-
+3.58M
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Total reported value, excl. options
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$172M
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Value change
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+$81.5M
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Number of buys
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96
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Number of sells
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-14
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Price
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$24.38
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q4 2024
120 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q4 2024.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 110 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.04M shares
.
Largest 10 shareholders include Columbus Macro, LLC (439K shares), ENVESTNET ASSET MANAGEMENT INC (401K shares), Cetera Investment Advisers (342K shares), BANK OF AMERICA CORP /DE/ (340K shares), TAP Consulting, LLC (334K shares), Meridian Wealth Management, LLC (316K shares), White Wing Wealth Management (304K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (292K shares), Modera Wealth Management, LLC (207K shares), and MERCER GLOBAL ADVISORS INC /ADV (192K shares).
This table shows the top 110 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.