Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
12,711,314
-
Share change
-
+1,973,732
-
Total reported value
-
$671,089,006
-
Price per share
-
$52.82
-
Number of holders
-
158
-
Value change
-
+$104,656,310
-
Number of buys
-
95
-
Number of sells
-
59
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2016
As of 31 Mar 2016,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
158 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,711,314 shares.
The largest 10 holders included
UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, Sensible Financial Planning & Management, LLC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, OGOREK ANTHONY JOSEPH /NY/ /ADV, Cambridge Investment Research Advisors, Inc., BANK OF AMERICA CORP /DE/, HENGEHOLD CAPITAL MANAGEMENT LLC, HighTower Advisors, LLC, and Krilogy Financial LLC.
This page lists
158
institutional shareholders reporting positions in this security
for the Q1 2016 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.