Q4 2016 13F Holders as of 12/31/2016
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
-
212
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Total shares
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20M
-
Shares change
-
+2.5M
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Total reported value, excl. options
-
$1.03B
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Value change
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+$128M
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Number of buys
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132
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Number of sells
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-55
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Price
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$51.50
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2016
212 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2016.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 212 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (1.58M shares), Sensible Financial Planning & Management, LLC. (1.09M shares), HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV (1.07M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.03M shares), AMERIPRISE FINANCIAL INC (651K shares), Alliance Wealth Management Group (587K shares), Destination Wealth Management (581K shares), TOTAL INVESTMENT MANAGEMENT INC (559K shares), ACCESS FINANCIAL SERVICES, INC. (480K shares), and OGOREK ANTHONY JOSEPH /NY/ /ADV (478K shares).
This table shows the top 212 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.