Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
1,234,867
-
Share change
-
-311
-
Total reported value
-
$62,103,290
-
Price per share
-
$50.29
-
Number of holders
-
44
-
Value change
-
-$19,148
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2013
As of 31 Dec 2013,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,234,867 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Retirement Planning Group, BSW Wealth Partners, HBK Sorce Advisory LLC, Bangor Savings Bank, KCG HOLDINGS, INC., Empirical Financial Services, LLC, Courage Miller Partners, LLC, ATRIA INVESTMENTS LLC, and Madden Advisory Services, Inc..
This page lists
44
institutional shareholders reporting positions in this security
for the Q4 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.