Q2 2015 13F Holders as of 30 Jun 2015
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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115
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Total 13F shares, excl. options
-
8.13M
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Shares change
-
+1.41M
-
Total reported value, excl. options
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$420M
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Value change
-
+$72.8M
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Number of buys
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74
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Number of sells
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-31
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Price
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$51.73
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2015
122 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2015.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 115 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.13M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.08M shares), ENVESTNET ASSET MANAGEMENT INC (1M shares), Sensible Financial Planning & Management, LLC. (753K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (469K shares), BANK OF AMERICA CORP /DE/ (359K shares), FIRST MERCANTILE TRUST CO (336K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (304K shares), HighTower Advisors, LLC (304K shares), UBS Group AG (226K shares), and Apriem Advisors (189K shares).
This table shows the top 115 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.