Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
228
-
Total shares
-
20.4M
-
Shares change
-
+451K
-
Total reported value, excl. options
-
$1.06B
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Value change
-
+$23.5M
-
Number of buys
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140
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Number of sells
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-79
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Price
-
$51.79
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2017
227 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2017.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 228 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.4M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (1.85M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (1.71M shares), Sensible Financial Planning & Management, LLC. (1.2M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.16M shares), AMERIPRISE FINANCIAL INC (675K shares), TOTAL INVESTMENT MANAGEMENT INC (537K shares), Financial Engines Advisors L.L.C. (518K shares), Krilogy Financial LLC (464K shares), Live Your Vision, LLC (435K shares), and ACCESS FINANCIAL SERVICES, INC. (404K shares).
This table shows the top 228 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.