Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
77,310,802
-
Share change
-
+1,260,393
-
Total reported value
-
$4,172,976,002
-
Price per share
-
$53.95
-
Number of holders
-
489
-
Value change
-
+$63,534,449
-
Number of buys
-
245
-
Number of sells
-
208
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2021
As of 31 Mar 2021,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
489 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
77,310,802 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Avantax Planning Partners, Inc., AMERIPRISE FINANCIAL INC, Milliman Financial Risk Management LLC, Resources Investment Advisors, LLC., Financial Engines Advisors L.L.C., ENVESTNET ASSET MANAGEMENT INC, Mariner, LLC, and ATLANTA FINANCIAL ASSOCIATES LLC /ADV.
This page lists
493
institutional shareholders reporting positions in this security
for the Q1 2021 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.