CUSIP: 808524839
Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
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Equity / US AGGREGATE B
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Total 13F shares
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98,449,353
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Share change
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+215,237
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Total reported value
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$4,528,856,465
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Put/Call ratio
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600%
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Price per share
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$46.00
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Number of holders
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565
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Value change
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+$7,106,536
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Number of buys
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287
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Number of sells
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255
Quarterly Holders Quick Answers
What is CUSIP 808524839?
CUSIP 808524839 identifies SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B in SEC institutional holdings data.
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Newer quarter:
Q2 2024
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Previous quarter:
Q4 2023
Recent filing periods for CUSIP 808524839:
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
565 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
98,449,353 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO, Avantax Planning Partners, Inc., AMERIPRISE FINANCIAL INC, Financial Engines Advisors L.L.C., Rockbridge Investment Management, LCC, ENVESTNET ASSET MANAGEMENT INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, GOLDMAN SACHS GROUP INC, and OneDigital Investment Advisors LLC.
This page lists
565
institutional shareholders reporting positions in this security
for the Q1 2024 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.