Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / SHT TM US TRES
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Number of holders
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588
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Total shares
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167M
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Shares change
-
-28.2M
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Total reported value, excl. options
-
$8.09B
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Value change
-
-$1.36B
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Put/Call ratio
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1.47
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Number of buys
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295
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Number of sells
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-272
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Price
-
$48.21
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2024
1 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2024.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 588 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 167M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (74.6M shares), AMERIPRISE FINANCIAL INC (11.5M shares), JPMORGAN CHASE & CO (9.26M shares), SEI INVESTMENTS CO (7.45M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.15M shares), ENVESTNET ASSET MANAGEMENT INC (3.01M shares), STIFEL FINANCIAL CORP (2.75M shares), Wealthfront Advisers LLC (1.81M shares), Clearwater Capital Advisors, LLC (1.7M shares), and STATE STREET CORP (1.55M shares).
This table shows the top 588 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.