Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
87,569,880
-
Share change
-
-2,141,871
-
Total reported value
-
$4,422,650,822
-
Price per share
-
$50.57
-
Number of holders
-
529
-
Value change
-
-$125,342,673
-
Number of buys
-
246
-
Number of sells
-
271
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2022
As of 31 Mar 2022,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
529 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
87,569,880 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AMERIPRISE FINANCIAL INC, Resources Investment Advisors, LLC., Milliman Financial Risk Management LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C., Avantax Planning Partners, Inc., HENGEHOLD CAPITAL MANAGEMENT LLC, and Rockbridge Investment Management, LCC.
This page lists
529
institutional shareholders reporting positions in this security
for the Q1 2022 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.