Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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559
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Total shares
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101M
-
Shares change
-
+3.65M
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Total reported value, excl. options
-
$4.5B
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Value change
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+$6.52M
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Put/Call ratio
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6
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Number of buys
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285
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Number of sells
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-249
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Price
-
$46.00
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2024
1 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2024.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 559 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 101M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (32.2M shares), JPMORGAN CHASE & CO (4.48M shares), Avantax Planning Partners, Inc. (3.59M shares), Capital Management Associates, Inc (3.45M shares), AMERIPRISE FINANCIAL INC (2.56M shares), Financial Engines Advisors L.L.C. (2.49M shares), Rockbridge Investment Management, LCC (2.43M shares), ENVESTNET ASSET MANAGEMENT INC (2.22M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.86M shares), and GOLDMAN SACHS GROUP INC (1.74M shares).
This table shows the top 559 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.