Q4 2017 13F Holders as of 12/31/2017
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Type / Class
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Equity / US AGGREGATE B
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Number of holders
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315
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Total shares
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32.6M
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Shares change
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+3.88M
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Total reported value, excl. options
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$1.7B
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Value change
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+$202M
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Number of buys
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187
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Number of sells
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-70
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Price
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$52.04
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2017
314 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2017.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 315 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 32.6M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (3.2M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.16M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.75M shares), Financial Engines Advisors L.L.C. (1.28M shares), Sensible Financial Planning & Management, LLC. (1.14M shares), AMERIPRISE FINANCIAL INC (823K shares), Live Your Vision, LLC (708K shares), Destination Wealth Management (591K shares), Krilogy Financial LLC (578K shares), and JANE STREET GROUP, LLC (572K shares).
This table shows the top 315 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.