Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
392
-
Total shares
-
45.9M
-
Shares change
-
-1.8M
-
Total reported value, excl. options
-
$2.38B
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Value change
-
-$92.2M
-
Number of buys
-
212
-
Number of sells
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-147
-
Price
-
$51.88
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2019
387 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2019.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 392 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45.9M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (6.6M shares), Milliman Financial Risk Management LLC (3.41M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.8M shares), AMERIPRISE FINANCIAL INC (2.01M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.9M shares), Financial Engines Advisors L.L.C. (1.43M shares), Sensible Financial Planning & Management, LLC. (1.26M shares), Live Your Vision, LLC (884K shares), Apriem Advisors (745K shares), and UNITED CAPITAL FINANCIAL ADVISERS, LLC (727K shares).
This table shows the top 392 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.