Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
6,692,960
-
Share change
-
+1,680,218
-
Total reported value
-
$353,918,910
-
Price per share
-
$52.91
-
Number of holders
-
109
-
Value change
-
+$88,915,450
-
Number of buys
-
69
-
Number of sells
-
37
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2015
As of 31 Mar 2015,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
109 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,692,960 shares.
The largest 10 holders included
UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, Sensible Financial Planning & Management, LLC., OGOREK ANTHONY JOSEPH /NY/ /ADV, BANK OF AMERICA CORP /DE/, FIRST MERCANTILE TRUST CO, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Apriem Advisors, BSW Wealth Partners, and TD Ameritrade Trust Co.
This page lists
109
institutional shareholders reporting positions in this security
for the Q1 2015 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.