SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ)

CUSIP: 808524839

Q3 2013 13F Holders as of 30 Sep 2013

Type / Class
Equity / US AGGREGATE B
Total 13F shares
29,685
Share change
+16,830
Total reported value
$1,509,000
Price per share
$50.85
Number of holders
6
Value change
+$855,560
Number of buys
3

Quarterly Holders Quick Answers

What is CUSIP 808524839?
CUSIP 808524839 identifies SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

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) was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 29,685 shares. The 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 page lists 6 institutional shareholders reporting positions in this security for the Q3 2013 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.