Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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322
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Total shares
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41.7M
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Shares change
-
+1.95M
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Total reported value, excl. options
-
$2.1B
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Value change
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+$97.8M
-
Number of buys
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192
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Number of sells
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-120
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Price
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$50.25
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2018
320 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2018.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 322 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41.7M shares
.
Largest 10 shareholders include SCHWAB CHARLES INVESTMENT MANAGEMENT INC (5.14M shares), Milliman Financial Risk Management LLC (2.95M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.59M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.49M shares), Financial Engines Advisors L.L.C. (2.17M shares), Sensible Financial Planning & Management, LLC. (1.5M shares), AMERIPRISE FINANCIAL INC (1.36M shares), Change Path, LLC (900K shares), Live Your Vision, LLC (720K shares), and Krilogy Financial LLC (685K shares).
This table shows the top 322 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.