Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Total 13F shares
-
40,920,279
-
Share change
-
+20,182,272
-
Total reported value
-
$903,139,021
-
Price per share
-
$22.07
-
Number of holders
-
205
-
Value change
-
+$438,326,951
-
Number of buys
-
177
-
Number of sells
-
33
Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q4 2024
As of 31 Dec 2024,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
205 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,920,279 shares.
The largest 10 holders included
RiverFront Investment Group, LLC, ENVESTNET ASSET MANAGEMENT INC, Campbell Wealth Management, RAYMOND JAMES FINANCIAL INC, Royal Bank of Canada, Bouchey Financial Group Ltd, BANK OF AMERICA CORP /DE/, San Luis Wealth Advisors LLC, Janney Montgomery Scott LLC, and L2 Asset Management, LLC.
This page lists
206
institutional shareholders reporting positions in this security
for the Q4 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.