Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
61,882,991
-
Share change
-
+4,001,105
-
Total reported value
-
$3,307,067,968
-
Price per share
-
$53.43
-
Number of holders
-
450
-
Value change
-
+$213,538,561
-
Number of buys
-
236
-
Number of sells
-
148
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2019
As of 31 Dec 2019,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
450 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
61,882,991 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Milliman Financial Risk Management LLC, HONKAMP KRUEGER FINANCIAL SERVICES, INC., AMERIPRISE FINANCIAL INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Financial Engines Advisors L.L.C., ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, Apriem Advisors, and HENGEHOLD CAPITAL MANAGEMENT LLC.
This page lists
452
institutional shareholders reporting positions in this security
for the Q4 2019 filing period.
| 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.