Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
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579
-
Total shares
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104M
-
Shares change
-
+1.12M
-
Total reported value, excl. options
-
$4.73B
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Value change
-
+$207M
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Put/Call ratio
-
18
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Number of buys
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278
-
Number of sells
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-250
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Price
-
$45.58
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2024
filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2024.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 579 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 104M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (33.8M shares), JPMORGAN CHASE & CO (5.64M shares), Avantax Planning Partners, Inc. (3.4M shares), AMERIPRISE FINANCIAL INC (2.68M shares), Rockbridge Investment Management, LCC (2.59M shares), Financial Engines Advisors L.L.C. (2.54M shares), ENVESTNET ASSET MANAGEMENT INC (2.16M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.77M shares), McAdam, LLC (1.71M shares), and OneDigital Investment Advisors LLC (1.7M shares).
This table shows the top 579 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.