Q3 2014 13F Holders as of 9/30/2014
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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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71
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Total shares
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3.43M
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Shares change
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+1.38M
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Total reported value, excl. options
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$175M
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Value change
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+$69.3M
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Number of buys
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46
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Number of sells
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-16
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Price
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$51.77
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2014
71 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2014.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.43M shares
.
Largest 10 shareholders include Sensible Financial Planning & Management, LLC. (458K shares), Homrich & Berg (370K shares), FIRST MERCANTILE TRUST CO (317K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (306K shares), ENVESTNET ASSET MANAGEMENT INC (269K shares), JANE STREET GROUP, LLC (155K shares), SVA Plumb Wealth Management, LLC (124K shares), BSW Wealth Partners (114K shares), Retirement Planning Group (88.6K shares), and Apriem Advisors (79.7K shares).
This table shows the top 71 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.