Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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497
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Total 13F shares, excl. options
-
75.5M
-
Shares change
-
-6.7M
-
Total reported value, excl. options
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$3.42B
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Value change
-
-$309M
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Number of buys
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198
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Number of sells
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-285
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Price
-
$45.31
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2022
548 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2022.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 497 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 75.5M shares
.
Largest 10 shareholders include CHARLES SCHWAB INVESTMENT MANAGEMENT INC (18.8M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.43M shares), Resources Investment Advisors, LLC. (3.32M shares), Milliman Financial Risk Management LLC (2.42M shares), Financial Engines Advisors L.L.C. (2.36M shares), ENVESTNET ASSET MANAGEMENT INC (2.12M shares), AMERIPRISE FINANCIAL INC (1.97M shares), Avantax Planning Partners, Inc. (1.74M shares), Rockbridge Investment Management, LCC (1.61M shares), and HENGEHOLD CAPITAL MANAGEMENT LLC (1.42M shares).
This table shows the top 497 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.