Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / 1000 INDEX ETF
-
Total 13F shares
-
39,180,330
-
Share change
-
+4,547,784
-
Total reported value
-
$1,924,837,182
-
Price per share
-
$55.29
-
Number of holders
-
161
-
Value change
-
+$214,337,508
-
Number of buys
-
81
-
Number of sells
-
45
Institutional Holders of SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) as of Q3 2024
As of 30 Sep 2024,
SCHWAB STRATEGIC TR - 1000 INDEX ETF (SCHK) was held by
161 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,180,330 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, Blake Schutter Theil Wealth Advisors, LLC, Colony Group, LLC, Main Street Financial Solutions, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
163
institutional shareholders reporting positions in this security
for the Q3 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.