Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
499
-
Total shares
-
76.7M
-
Shares change
-
+6.51M
-
Total reported value, excl. options
-
$4.29B
-
Value change
-
+$364M
-
Number of buys
-
251
-
Number of sells
-
-166
-
Price
-
$56.03
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2020
492 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2020.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 499 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 76.7M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (14.1M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.92M shares), AMERIPRISE FINANCIAL INC (3.39M shares), Milliman Financial Risk Management LLC (3.38M shares), Avantax Planning Partners, Inc. (3.18M shares), Resources Investment Advisors, LLC. (2.67M shares), Financial Engines Advisors L.L.C. (2.34M shares), ENVESTNET ASSET MANAGEMENT INC (1.96M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (1.47M shares), and Mariner, LLC (1.25M shares).
This table shows the top 499 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.