Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / US AGGREGATE B
-
Number of holders
-
523
-
Total 13F shares, excl. options
-
82.4M
-
Shares change
-
-4.89M
-
Total reported value, excl. options
-
$3.95B
-
Value change
-
-$242M
-
Number of buys
-
208
-
Number of sells
-
-309
-
Price
-
$47.87
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2022
578 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2022.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 523 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 82.4M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (18.6M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.32M shares), AMERIPRISE FINANCIAL INC (4.08M shares), Resources Investment Advisors, LLC. (3.65M shares), ENVESTNET ASSET MANAGEMENT INC (2.56M shares), Milliman Financial Risk Management LLC (2.42M shares), Financial Engines Advisors L.L.C. (2.32M shares), Avantax Planning Partners, Inc. (1.77M shares), Rockbridge Investment Management, LCC (1.57M shares), and HENGEHOLD CAPITAL MANAGEMENT LLC (1.55M shares).
This table shows the top 523 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.