Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
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553
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Total shares
-
72.4M
-
Shares change
-
-28.5M
-
Total reported value, excl. options
-
$3.44B
-
Value change
-
-$1.29B
-
Put/Call ratio
-
0
-
Number of buys
-
282
-
Number of sells
-
-232
-
Price
-
$47.52
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2024
filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2024.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 553 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72.4M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (6.33M shares), AMERIPRISE FINANCIAL INC (4.15M shares), Avantax Planning Partners, Inc. (3.14M shares), Charles Schwab Trust Co (2.9M shares), Rockbridge Investment Management, LCC (2.85M shares), Financial Engines Advisors L.L.C. (2.53M shares), ENVESTNET ASSET MANAGEMENT INC (2.05M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.73M shares), Total Wealth Planning, LLC (1.67M shares), and OneDigital Investment Advisors LLC (1.65M shares).
This table shows the top 553 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.