Q4 2022 13F Holders as of 12/31/2022
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Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
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525
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Total shares
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81.7M
-
Shares change
-
+7.09M
-
Total reported value, excl. options
-
$3.75B
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Value change
-
+$323M
-
Put/Call ratio
-
0.98
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Number of buys
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227
-
Number of sells
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-254
-
Price
-
$45.65
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2022
522 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2022.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 525 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 81.7M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (19.9M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.93M shares), Resources Investment Advisors, LLC. (2.45M shares), Destination Wealth Management (2.43M shares), Financial Engines Advisors L.L.C. (2.34M shares), AMERIPRISE FINANCIAL INC (2.15M shares), GOLDMAN SACHS GROUP INC (2.01M shares), ENVESTNET ASSET MANAGEMENT INC (1.87M shares), Avantax Planning Partners, Inc. (1.77M shares), and Rockbridge Investment Management, LCC (1.68M shares).
This table shows the top 525 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.