Q3 2015 13F Holders as of 9/30/2015
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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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128
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Total shares
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8.96M
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Shares change
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+392K
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Total reported value, excl. options
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$467M
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Value change
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+$20.5M
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Number of buys
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72
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Number of sells
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-48
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Price
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$52.14
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2015
128 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2015.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.96M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.12M shares), ENVESTNET ASSET MANAGEMENT INC (1.03M shares), Sensible Financial Planning & Management, LLC. (849K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (473K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (374K shares), BANK OF AMERICA CORP /DE/ (372K shares), HighTower Advisors, LLC (292K shares), FIRST MERCANTILE TRUST CO (282K shares), TD Ameritrade Trust Co (237K shares), and Krilogy Financial LLC (227K shares).
This table shows the top 128 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.