Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
1,299,760
-
Share change
-
-24,612
-
Total reported value
-
$66,462,135
-
Price per share
-
$51.13
-
Number of holders
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55
-
Value change
-
-$1,219,806
-
Number of buys
-
33
-
Number of sells
-
20
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2014
As of 31 Mar 2014 SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) had 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,299,760 shares of stock of the company.
Largest 10 holders included UNITED CAPITAL FINANCIAL ADVISERS, LLC, ENVESTNET ASSET MANAGEMENT INC, BSW Wealth Partners, Retirement Planning Group, Bangor Savings Bank, Courage Miller Partners, LLC, Empirical Financial Services, LLC, Apriem Advisors, One Capital Management, LLC, and ALESCO ADVISORS LLC.
This table shows 55 institutional shareholders of the security as of 31 Mar 2014.
| 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.