Q2 2014 13F Holders as of 6/30/2014
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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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64
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Total shares
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1.61M
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Shares change
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+299K
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Total reported value, excl. options
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$83.7M
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Value change
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+$15.6M
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Number of buys
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43
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Number of sells
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-22
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Price
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$51.90
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2014
64 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2014.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.61M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (164K shares), ENVESTNET ASSET MANAGEMENT INC (135K shares), SVA Plumb Wealth Management, LLC (113K shares), BSW Wealth Partners (95.2K shares), Retirement Planning Group (85K shares), Courage Miller Partners, LLC (74.2K shares), Bangor Savings Bank (71.2K shares), Empirical Financial Services, LLC (70.5K shares), Apriem Advisors (67.1K shares), and Live Your Vision, LLC (66.8K shares).
This table shows the top 64 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.