Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
456
-
Total 13F shares, excl. options
-
65,237,889
-
Shares change
-
+3,211,969
-
Total reported value, excl. options
-
$3,670,674,567
-
Value change
-
+$182,602,297
-
Number of buys
-
213
-
Number of sells
-
-228
-
Price
-
$56.24
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2020
498 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2020.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 456 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 65,237,889 shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (10,778,103 shares), AMERIPRISE FINANCIAL INC (4,334,456 shares), Milliman Financial Risk Management LLC (3,381,305 shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2,957,849 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2,917,881 shares), Financial Engines Advisors L.L.C. (2,248,454 shares), ENVESTNET ASSET MANAGEMENT INC (1,704,142 shares), HENGEHOLD CAPITAL MANAGEMENT LLC (1,291,519 shares), ATLANTA FINANCIAL ASSOCIATES LLC /ADV (1,085,988 shares), and UNITED CAPITAL FINANCIAL ADVISERS, LLC (1,055,453 shares).
This table shows the top 456 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.