Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
101,307,668
-
Share change
-
+3,651,011
-
Total reported value
-
$4,501,172,314
-
Put/Call ratio
-
600%
-
Price per share
-
$46.00
-
Number of holders
-
559
-
Value change
-
+$6,516,800
-
Number of buys
-
285
-
Number of sells
-
249
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
559 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
101,307,668 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO, Avantax Planning Partners, Inc., Capital Management Associates, Inc, AMERIPRISE FINANCIAL INC, Financial Engines Advisors L.L.C., Rockbridge Investment Management, LCC, ENVESTNET ASSET MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and GOLDMAN SACHS GROUP INC.
This page lists
566
institutional shareholders reporting positions in this security
for the Q1 2024 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.