Q3 2016 13F Holders as of 9/30/2016
-
Type / Class
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Equity / US AGGREGATE B
-
Number of holders
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178
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Total shares
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14.2M
-
Shares change
-
-517K
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Total reported value, excl. options
-
$763M
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Value change
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-$28.2M
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Number of buys
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114
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Number of sells
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-52
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Price
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$53.67
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2016
178 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2016.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 178 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.2M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (1.44M shares), Sensible Financial Planning & Management, LLC. (1.03M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (802K shares), Alliance Wealth Management Group (658K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (478K shares), AMERIPRISE FINANCIAL INC (431K shares), BRINKER CAPITAL INC (383K shares), ROOF EIDAM & MAYCOCK/ADV (340K shares), Krilogy Financial LLC (330K shares), and HighTower Advisors, LLC (325K shares).
This table shows the top 178 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.