Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
20,002,987
-
Share change
-
+2,498,545
-
Total reported value
-
$1,031,202,866
-
Price per share
-
$51.50
-
Number of holders
-
212
-
Value change
-
+$128,141,153
-
Number of buys
-
132
-
Number of sells
-
55
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2016
As of 31 Dec 2016,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
212 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,002,987 shares.
The largest 10 holders included
SCHWAB CHARLES INVESTMENT MANAGEMENT INC, Sensible Financial Planning & Management, LLC., HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERIPRISE FINANCIAL INC, Alliance Wealth Management Group, Destination Wealth Management, TOTAL INVESTMENT MANAGEMENT INC, ACCESS FINANCIAL SERVICES, INC., and OGOREK ANTHONY JOSEPH /NY/ /ADV.
This page lists
212
institutional shareholders reporting positions in this security
for the Q4 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.