Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
85,588,981
-
Share change
-
+3,262,042
-
Total reported value
-
$4,643,101,615
-
Price per share
-
$54.26
-
Number of holders
-
486
-
Value change
-
+$176,390,005
-
Number of buys
-
233
-
Number of sells
-
200
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2021
As of 30 Sep 2021,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
486 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
85,588,981 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Avantax Planning Partners, Inc., Resources Investment Advisors, LLC., Milliman Financial Risk Management LLC, AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, RATIONAL ADVISORS LLC, Financial Engines Advisors L.L.C., and MERCER GLOBAL ADVISORS INC /ADV.
This page lists
486
institutional shareholders reporting positions in this security
for the Q3 2021 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.