Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
161,631,657
-
Share change
-
+79,373,107
-
Total reported value
-
$3,669,037,059
-
Put/Call ratio
-
750%
-
Price per share
-
$22.70
-
Number of holders
-
619
-
Value change
-
+$1,785,686,341
-
Number of buys
-
531
-
Number of sells
-
53
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2024
As of 31 Dec 2024,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
619 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
161,631,657 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, AMERIPRISE FINANCIAL INC, Avantax Planning Partners, Inc., Rockbridge Investment Management, LCC, Charles Schwab Trust Co, Financial Engines Advisors L.L.C., ENVESTNET ASSET MANAGEMENT INC, OneDigital Investment Advisors LLC, GOLDMAN SACHS GROUP INC, and Total Wealth Planning, LLC.
This page lists
629
institutional shareholders reporting positions in this security
for the Q4 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.