Q2 2019 13F Holders as of 6/30/2019
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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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396
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Total shares
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50.9M
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Shares change
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+5.75M
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Total reported value, excl. options
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$2.7B
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Value change
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+$306M
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Number of buys
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239
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Number of sells
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-138
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Price
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$53.00
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2019
391 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2019.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 396 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50.9M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (7.15M shares), Milliman Financial Risk Management LLC (3.44M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.95M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.38M shares), AMERIPRISE FINANCIAL INC (2.18M shares), MERCER GLOBAL ADVISORS INC /ADV (1.84M shares), Financial Engines Advisors L.L.C. (1.5M shares), Sensible Financial Planning & Management, LLC. (1.34M shares), Resources Investment Advisors, LLC. (1.33M shares), and UNITED CAPITAL FINANCIAL ADVISERS, LLC (774K shares).
This table shows the top 396 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.