Q1 2015 13F Holders as of 3/31/2015
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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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109
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Total shares
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6.69M
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Shares change
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+1.68M
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Total reported value, excl. options
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$354M
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Value change
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+$88.9M
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Number of buys
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69
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Number of sells
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-37
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Price
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$52.91
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2015
108 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2015.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.69M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (948K shares), ENVESTNET ASSET MANAGEMENT INC (880K shares), Sensible Financial Planning & Management, LLC. (519K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (450K shares), BANK OF AMERICA CORP /DE/ (359K shares), FIRST MERCANTILE TRUST CO (344K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (261K shares), Apriem Advisors (158K shares), BSW Wealth Partners (139K shares), and TD Ameritrade Trust Co (137K shares).
This table shows the top 109 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.