Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
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568
-
Total shares
-
96.5M
-
Shares change
-
+4.32M
-
Total reported value, excl. options
-
$4.5B
-
Value change
-
+$208M
-
Put/Call ratio
-
0.08
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Number of buys
-
266
-
Number of sells
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-258
-
Price
-
$46.62
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2023
565 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2023.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 568 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 96.5M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (26.8M shares), JPMORGAN CHASE & CO (3.91M shares), Avantax Planning Partners, Inc. (3M shares), AMERIPRISE FINANCIAL INC (2.67M shares), Destination Wealth Management (2.53M shares), Financial Engines Advisors L.L.C. (2.51M shares), GOLDMAN SACHS GROUP INC (2.51M shares), ENVESTNET ASSET MANAGEMENT INC (2.35M shares), Rockbridge Investment Management, LCC (2.24M shares), and RATIONAL ADVISORS LLC (2.16M shares).
This table shows the top 568 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.