Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
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478
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Total shares
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82.1M
-
Shares change
-
+5.59M
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Total reported value, excl. options
-
$4.48B
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Value change
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+$306M
-
Number of buys
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228
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Number of sells
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-216
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Price
-
$54.60
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2021
475 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2021.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 478 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 82.1M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (18.3M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.82M shares), Avantax Planning Partners, Inc. (3.54M shares), Milliman Financial Risk Management LLC (3.38M shares), Resources Investment Advisors, LLC. (3.34M shares), AMERIPRISE FINANCIAL INC (3.09M shares), ENVESTNET ASSET MANAGEMENT INC (2.24M shares), Financial Engines Advisors L.L.C. (2.17M shares), MERCER GLOBAL ADVISORS INC /ADV (2.02M shares), and RATIONAL ADVISORS LLC (1.32M shares).
This table shows the top 478 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.