Q2 2016 13F Holders as of 6/30/2016
-
Type / Class
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Equity / US AGGREGATE B
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Number of holders
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169
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Total shares
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15.1M
-
Shares change
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+2.4M
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Total reported value, excl. options
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$813M
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Value change
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+$130M
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Number of buys
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106
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Number of sells
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-59
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Price
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$53.72
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2016
169 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2016.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 169 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.1M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.53M shares), ENVESTNET ASSET MANAGEMENT INC (1.42M shares), SCHWAB CHARLES INVESTMENT MANAGEMENT INC (1.24M shares), Sensible Financial Planning & Management, LLC. (985K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (608K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (585K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (510K shares), BANK OF AMERICA CORP /DE/ (428K shares), Raymond James Financial Services Advisors, Inc. (308K shares), and HighTower Advisors, LLC (306K shares).
This table shows the top 169 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.