Q3 2013 13F Holders as of 30 Sep 2013
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Type / Class
-
Equity / US AGGREGATE B
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Total 13F shares
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29,685
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Share change
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+16,830
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Total reported value
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$1,509,000
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Price per share
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$50.85
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Number of holders
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6
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Value change
-
+$855,560
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Number of buys
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3
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2013
As of 30 Sep 2013 SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 29,685 shares of stock of the company.
Largest 6 holders included Marquette Asset Management Inc., VECTOR WEALTH MANAGEMENT, LLC, CLS Investments, LLC, Tortoise Investment Management, LLC, BANK OF MONTREAL /CAN/, and MCF Advisors LLC.
This table shows 6 institutional shareholders of the security as of 30 Sep 2013.
| 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.