Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / US AGGREGATE B
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Number of holders
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620
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Total 13F shares, excl. options
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162M
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Shares change
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+79.5M
-
Total reported value, excl. options
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$3.67B
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Value change
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+$1.79B
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Put/Call ratio
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7.5
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Number of buys
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531
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Number of sells
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-53
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Price
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$22.70
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2024
662 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q4 2024.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 620 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 162M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (11.7M shares), AMERIPRISE FINANCIAL INC (8.63M shares), Avantax Planning Partners, Inc. (6.51M shares), Rockbridge Investment Management, LCC (6.27M shares), Charles Schwab Trust Co (5.9M shares), Financial Engines Advisors L.L.C. (5.07M shares), ENVESTNET ASSET MANAGEMENT INC (4.41M shares), OneDigital Investment Advisors LLC (4.25M shares), GOLDMAN SACHS GROUP INC (4.03M shares), and Total Wealth Planning, LLC (3.57M shares).
This table shows the top 620 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.