Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
533
-
Total shares
-
87.4M
-
Shares change
-
+277K
-
Total reported value, excl. options
-
$4.03B
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Value change
-
+$12.4M
-
Number of buys
-
259
-
Number of sells
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-243
-
Price
-
$46.16
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2023
530 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2023.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 533 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 87.4M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (23.9M shares), Avantax Planning Partners, Inc. (3.21M shares), AMERIPRISE FINANCIAL INC (3.01M shares), Financial Engines Advisors L.L.C. (2.46M shares), RATIONAL ADVISORS LLC (2.4M shares), OneDigital Investment Advisors LLC (2M shares), Rockbridge Investment Management, LCC (1.97M shares), GOLDMAN SACHS GROUP INC (1.92M shares), ENVESTNET ASSET MANAGEMENT INC (1.78M shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.61M shares).
This table shows the top 533 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.