Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
484
-
Total shares
-
85.1M
-
Shares change
-
+3.26M
-
Total reported value, excl. options
-
$4.62B
-
Value change
-
+$176M
-
Number of buys
-
233
-
Number of sells
-
-197
-
Price
-
$54.26
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2021
481 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2021.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 484 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 85.1M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (19.4M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.22M shares), Avantax Planning Partners, Inc. (3.6M shares), Resources Investment Advisors, LLC. (3.53M shares), Milliman Financial Risk Management LLC (3.38M shares), AMERIPRISE FINANCIAL INC (3.18M shares), ENVESTNET ASSET MANAGEMENT INC (2.4M shares), RATIONAL ADVISORS LLC (2.28M shares), Financial Engines Advisors L.L.C. (2.06M shares), and MERCER GLOBAL ADVISORS INC /ADV (1.98M shares).
This table shows the top 484 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.