Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
74,849,068
-
Share change
-
-6,809,849
-
Total reported value
-
$3,392,122,223
-
Price per share
-
$45.31
-
Number of holders
-
492
-
Value change
-
-$314,730,762
-
Number of buys
-
194
-
Number of sells
-
283
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2022
As of 30 Sep 2022,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
492 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
74,849,068 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Resources Investment Advisors, LLC., Milliman Financial Risk Management LLC, Financial Engines Advisors L.L.C., ENVESTNET ASSET MANAGEMENT INC, AMERIPRISE FINANCIAL INC, Avantax Planning Partners, Inc., Rockbridge Investment Management, LCC, and HENGEHOLD CAPITAL MANAGEMENT LLC.
This page lists
496
institutional shareholders reporting positions in this security
for the Q3 2022 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.