Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / 1000 INDEX ETF
-
Total 13F shares
-
34,706,122
-
Share change
-
-4,160,377
-
Total reported value
-
$1,752,776,495
-
Price per share
-
$50.67
-
Number of holders
-
151
-
Value change
-
-$210,530,751
-
Number of buys
-
80
-
Number of sells
-
42
Institutional Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) was held by
151 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
34,706,122 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., Legacy Wealth Management, Inc, Warwick Investment Management, Inc., ARMSTRONG ADVISORY GROUP, INC, WADDELL & ASSOCIATES, LLC, Plum Street Advisors, LLC, Colony Group, LLC, GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, and Main Street Financial Solutions, LLC.
This page lists
153
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.