Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
38,246,405
-
Share change
-
+4,702,337
-
Total reported value
-
$1,950,056,397
-
Price per share
-
$51.02
-
Number of holders
-
308
-
Value change
-
+$238,429,471
-
Number of buys
-
199
-
Number of sells
-
114
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2018
As of 31 Mar 2018,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
308 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,246,405 shares.
The largest 10 holders included
SCHWAB CHARLES INVESTMENT MANAGEMENT INC, Milliman Financial Risk Management LLC, HONKAMP KRUEGER FINANCIAL SERVICES, INC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Financial Engines Advisors L.L.C., Sensible Financial Planning & Management, LLC., AMERIPRISE FINANCIAL INC, Live Your Vision, LLC, Change Path, LLC, and UNITED CAPITAL FINANCIAL ADVISERS, LLC.
This page lists
309
institutional shareholders reporting positions in this security
for the Q1 2018 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.