Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US REIT ETF
-
Total 13F shares
-
453,591
-
Share change
-
+80,482
-
Total reported value
-
$9,393,813
-
Price per share
-
$20.71
-
Number of holders
-
10
-
Value change
-
+$1,666,790
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of SCHWAB STRATEGIC TR - US REIT ETF (SCHH) as of Q4 2023
As of 31 Dec 2023,
SCHWAB STRATEGIC TR - US REIT ETF (SCHH) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
453,591 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., Financial Engines Advisors L.L.C., Creative Planning, US BANCORP \DE\, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Envestnet Portfolio Solutions, Inc., BlackRock Inc., MONETA GROUP INVESTMENT ADVISORS LLC, and AMERIPRISE FINANCIAL INC.
This page lists
499
institutional shareholders reporting positions in this security
for the Q4 2023 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.