Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
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Equity / US AGGREGATE B
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Number of holders
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99
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Total shares
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5.04M
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Shares change
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+817K
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Total reported value, excl. options
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$264M
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Value change
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+$42.9M
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Number of buys
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58
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Number of sells
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-21
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Price
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$52.36
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2014
99 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2014.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.04M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (805K shares), ENVESTNET ASSET MANAGEMENT INC (767K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (324K shares), FIRST MERCANTILE TRUST CO (315K shares), Sensible Financial Planning & Management, LLC. (268K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (222K shares), Apriem Advisors (139K shares), SVA Plumb Wealth Management, LLC (137K shares), BSW Wealth Partners (120K shares), and Homrich & Berg (108K shares).
This table shows the top 99 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.