Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
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530
-
Total shares
-
87.3M
-
Shares change
-
+5.18M
-
Total reported value, excl. options
-
$4.09B
-
Value change
-
+$244M
-
Put/Call ratio
-
8.38
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Number of buys
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265
-
Number of sells
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-230
-
Price
-
$46.91
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2023
526 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2023.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 530 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 87.3M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (22.2M shares), Avantax Planning Partners, Inc. (3.15M shares), AMERIPRISE FINANCIAL INC (2.77M shares), RATIONAL ADVISORS LLC (2.45M shares), Financial Engines Advisors L.L.C. (2.38M shares), Resources Investment Advisors, LLC. (2.22M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.04M shares), GOLDMAN SACHS GROUP INC (1.92M shares), Rockbridge Investment Management, LCC (1.84M shares), and ENVESTNET ASSET MANAGEMENT INC (1.83M shares).
This table shows the top 530 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.