Q4 2018 13F Holders as of 12/31/2018
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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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369
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Total shares
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44.4M
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Shares change
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+3.62M
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Total reported value, excl. options
-
$2.25B
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Value change
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+$183M
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Number of buys
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169
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Number of sells
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-157
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Price
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$50.59
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2018
363 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2018.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 369 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 44.4M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.61M shares), Milliman Financial Risk Management LLC (3.37M shares), Destination Wealth Management (2.54M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.16M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.07M shares), AMERIPRISE FINANCIAL INC (1.74M shares), Sensible Financial Planning & Management, LLC. (1.2M shares), Change Path, LLC (1.02M shares), Live Your Vision, LLC (1M shares), and Cambridge Investment Research Advisors, Inc. (690K shares).
This table shows the top 369 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.