Q4 2015 13F Holders as of 31 Dec 2015
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Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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152
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Total 13F shares, excl. options
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10.5M
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Shares change
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+1.19M
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Total reported value, excl. options
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$541M
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Value change
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+$61.2M
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Number of buys
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87
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Number of sells
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-44
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Price
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$51.50
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2015
160 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2015.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 152 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.5M shares
.
Largest 10 shareholders include UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.3M shares), ENVESTNET ASSET MANAGEMENT INC (1.16M shares), Sensible Financial Planning & Management, LLC. (893K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (451K shares), BANK OF AMERICA CORP /DE/ (394K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (360K shares), HighTower Advisors, LLC (292K shares), FIRST MERCANTILE TRUST CO (237K shares), TD Ameritrade Trust Co (226K shares), and Inverness Investment Group, LLC (223K shares).
This table shows the top 152 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.