Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / US AGGREGATE B
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Number of holders
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55
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Total shares
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1.3M
-
Shares change
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-11.9K
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Total reported value, excl. options
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$66.5M
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Value change
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-$580K
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Number of buys
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33
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Number of sells
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-19
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Price
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$51.13
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2014
55 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2014.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.3M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (141K shares), ENVESTNET ASSET MANAGEMENT INC (120K shares), BSW Wealth Partners (95.8K shares), Retirement Planning Group (86.3K shares), Bangor Savings Bank (67.6K shares), Courage Miller Partners, LLC (66.4K shares), Empirical Financial Services, LLC (59.2K shares), Apriem Advisors (55.1K shares), One Capital Management, LLC (52K shares), and ALESCO ADVISORS LLC (49.4K shares).
This table shows the top 55 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.