Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
50,887,294
-
Share change
-
+5,752,783
-
Total reported value
-
$2,696,695,575
-
Price per share
-
$53.00
-
Number of holders
-
396
-
Value change
-
+$305,880,079
-
Number of buys
-
242
-
Number of sells
-
139
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2019
As of 30 Jun 2019,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
396 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
50,887,294 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Milliman Financial Risk Management LLC, HONKAMP KRUEGER FINANCIAL SERVICES, INC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERIPRISE FINANCIAL INC, MERCER GLOBAL ADVISORS INC /ADV, Financial Engines Advisors L.L.C., Sensible Financial Planning & Management, LLC., Resources Investment Advisors, LLC., and UNITED CAPITAL FINANCIAL ADVISERS, LLC.
This page lists
396
institutional shareholders reporting positions in this security
for the Q2 2019 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.