Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
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Equity / US AGGREGATE B
-
Number of holders
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158
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Total shares
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12.7M
-
Shares change
-
+1.97M
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Total reported value, excl. options
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$671M
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Value change
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+$105M
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Number of buys
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95
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Number of sells
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-59
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Price
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$52.82
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2016
158 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2016.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 158 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.7M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.44M shares), ENVESTNET ASSET MANAGEMENT INC (1.37M shares), Sensible Financial Planning & Management, LLC. (952K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (541K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (512K shares), Cambridge Investment Research Advisors, Inc. (451K shares), BANK OF AMERICA CORP /DE/ (415K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (325K shares), HighTower Advisors, LLC (305K shares), and Krilogy Financial LLC (263K shares).
This table shows the top 158 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.