Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
455
-
Total shares
-
68M
-
Shares change
-
+3.12M
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Total reported value, excl. options
-
$3.81B
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Value change
-
+$175M
-
Number of buys
-
260
-
Number of sells
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-147
-
Price
-
$56.08
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2020
450 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2020.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 455 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 68M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (12M shares), AMERIPRISE FINANCIAL INC (4.63M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.49M shares), Milliman Financial Risk Management LLC (3.38M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.04M shares), Financial Engines Advisors L.L.C. (2.22M shares), ENVESTNET ASSET MANAGEMENT INC (1.46M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (1.45M shares), ATLANTA FINANCIAL ASSOCIATES LLC /ADV (1.16M shares), and Resources Investment Advisors, LLC. (1.08M shares).
This table shows the top 455 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.