Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
450
-
Total shares
-
61.9M
-
Shares change
-
+4M
-
Total reported value, excl. options
-
$3.31B
-
Value change
-
+$214M
-
Number of buys
-
236
-
Number of sells
-
-148
-
Price
-
$53.43
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2019
442 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2019.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 450 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61.9M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (9.39M shares), Milliman Financial Risk Management LLC (3.44M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.03M shares), AMERIPRISE FINANCIAL INC (2.81M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.77M shares), Financial Engines Advisors L.L.C. (2.76M shares), ENVESTNET ASSET MANAGEMENT INC (2.08M shares), MERCER GLOBAL ADVISORS INC /ADV (2.03M shares), Apriem Advisors (1.1M shares), and HENGEHOLD CAPITAL MANAGEMENT LLC (1.09M shares).
This table shows the top 450 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.