Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
81,701,678
-
Share change
-
+7,091,546
-
Total reported value
-
$3,751,031,409
-
Put/Call ratio
-
98%
-
Price per share
-
$45.65
-
Number of holders
-
525
-
Value change
-
+$323,206,943
-
Number of buys
-
227
-
Number of sells
-
254
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2022
As of 31 Dec 2022,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
525 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
81,701,678 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Resources Investment Advisors, LLC., Destination Wealth Management, Financial Engines Advisors L.L.C., AMERIPRISE FINANCIAL INC, GOLDMAN SACHS GROUP INC, ENVESTNET ASSET MANAGEMENT INC, Avantax Planning Partners, Inc., and Rockbridge Investment Management, LCC.
This page lists
529
institutional shareholders reporting positions in this security
for the Q4 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.