Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
-
490
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Total 13F shares, excl. options
-
77.6M
-
Shares change
-
+1.39M
-
Total reported value, excl. options
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$4.19B
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Value change
-
+$71.1M
-
Number of buys
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246
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Number of sells
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-211
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Price
-
$53.95
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2021
534 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2021.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 490 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 77.6M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (16.6M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.49M shares), Avantax Planning Partners, Inc. (3.44M shares), AMERIPRISE FINANCIAL INC (3.41M shares), Milliman Financial Risk Management LLC (3.38M shares), Resources Investment Advisors, LLC. (2.96M shares), Financial Engines Advisors L.L.C. (2.52M shares), ENVESTNET ASSET MANAGEMENT INC (2.05M shares), Mariner, LLC (1.28M shares), and ATLANTA FINANCIAL ASSOCIATES LLC /ADV (1.18M shares).
This table shows the top 490 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.