Q3 2017 13F Holders as of 9/30/2017
-
Type / Class
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Equity / US AGGREGATE B
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Number of holders
-
250
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Total shares
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26.1M
-
Shares change
-
+3.64M
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Total reported value, excl. options
-
$1.36B
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Value change
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+$190M
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Number of buys
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168
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Number of sells
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-72
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Price
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$52.36
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2017
249 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2017.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 250 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.1M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (2.55M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.22M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.5M shares), Sensible Financial Planning & Management, LLC. (1.14M shares), Financial Engines Advisors L.L.C. (1.06M shares), AMERIPRISE FINANCIAL INC (938K shares), Alliance Wealth Management Group (767K shares), TOTAL INVESTMENT MANAGEMENT INC (566K shares), Krilogy Financial LLC (526K shares), and Apriem Advisors (501K shares).
This table shows the top 250 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.