Q2 2018 13F Holders as of 6/30/2018
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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325
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Total shares
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39.8M
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Shares change
-
+1.61M
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Total reported value, excl. options
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$2.02B
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Value change
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+$81.2M
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Number of buys
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179
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Number of sells
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-129
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Price
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$50.64
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2018
321 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2018.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 325 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39.8M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (4.64M shares), Milliman Financial Risk Management LLC (3.5M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.42M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.33M shares), Financial Engines Advisors L.L.C. (1.48M shares), Sensible Financial Planning & Management, LLC. (1.38M shares), AMERIPRISE FINANCIAL INC (1.19M shares), Change Path, LLC (817K shares), Live Your Vision, LLC (703K shares), and Krilogy Financial LLC (650K shares).
This table shows the top 325 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.