Q2 2017 13F Holders as of 6/30/2017
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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243
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Total shares
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22.3M
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Shares change
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+2.17M
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Total reported value, excl. options
-
$1.16B
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Value change
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+$113M
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Number of buys
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152
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Number of sells
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-78
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Price
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$52.25
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2017
242 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2017.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 243 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22.3M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (2.18M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.1M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.39M shares), Sensible Financial Planning & Management, LLC. (1.17M shares), AMERIPRISE FINANCIAL INC (731K shares), TOTAL INVESTMENT MANAGEMENT INC (532K shares), Financial Engines Advisors L.L.C. (518K shares), Krilogy Financial LLC (517K shares), BANK OF AMERICA CORP /DE/ (474K shares), and Live Your Vision, LLC (465K shares).
This table shows the top 243 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.