Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
460
-
Total shares
-
60.8M
-
Shares change
-
-1.53M
-
Total reported value, excl. options
-
$3.31B
-
Value change
-
-$79.7M
-
Number of buys
-
197
-
Number of sells
-
-241
-
Price
-
$54.27
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2020
452 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2020.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 460 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 60.8M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (9.48M shares), AMERIPRISE FINANCIAL INC (3.64M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.74M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.54M shares), Financial Engines Advisors L.L.C. (2.44M shares), ENVESTNET ASSET MANAGEMENT INC (2.2M shares), BANK OF AMERICA CORP /DE/ (2M shares), MERCER GLOBAL ADVISORS INC /ADV (1.73M shares), JANE STREET GROUP, LLC (1.29M shares), and HENGEHOLD CAPITAL MANAGEMENT LLC (1.25M shares).
This table shows the top 460 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.