Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
526
-
Total shares
-
90.8M
-
Shares change
-
+4.1M
-
Total reported value, excl. options
-
$4.02B
-
Value change
-
+$180M
-
Put/Call ratio
-
1.71
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Number of buys
-
258
-
Number of sells
-
-248
-
Price
-
$44.23
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2023
523 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2023.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 526 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 90.8M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (24.6M shares), Avantax Planning Partners, Inc. (3.29M shares), AMERIPRISE FINANCIAL INC (3.26M shares), Financial Engines Advisors L.L.C. (2.59M shares), JPMORGAN CHASE & CO (2.42M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.37M shares), RATIONAL ADVISORS LLC (2.31M shares), Rockbridge Investment Management, LCC (2.07M shares), ENVESTNET ASSET MANAGEMENT INC (1.96M shares), and GOLDMAN SACHS GROUP INC (1.87M shares).
This table shows the top 526 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.