Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
76,674,346
-
Share change
-
+6,505,000
-
Total reported value
-
$4,293,897,462
-
Price per share
-
$56.03
-
Number of holders
-
499
-
Value change
-
+$364,162,489
-
Number of buys
-
251
-
Number of sells
-
166
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2020
As of 31 Dec 2020,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
499 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
76,674,346 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERIPRISE FINANCIAL INC, Milliman Financial Risk Management LLC, Avantax Planning Partners, Inc., Resources Investment Advisors, LLC., Financial Engines Advisors L.L.C., ENVESTNET ASSET MANAGEMENT INC, HENGEHOLD CAPITAL MANAGEMENT LLC, and Mariner, LLC.
This page lists
502
institutional shareholders reporting positions in this security
for the Q4 2020 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.