SCHWAB US AGGREGATE BOND INDEX - SCHWAB MUTL FUNDS

Historical Holders from Q4 2020 to Q3 2025

Type / Class
Equity / SCHWAB MUTL FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
509,712
Holdings value
$4,607,649
% of all portfolios
0%
Number of holders
3
Number of buys
3
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB US AGGREGATE BOND INDEX - SCHWAB MUTL FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 509,712 $4,607,649 +$4,576,612 $9.04 3
2025 Q2 3,449 $30,065 -$4,947,113 $8.74 2
2025 Q1 557,436 $4,977,310 +$4,977,310 $8.93 3
2024 Q4 0 $0 -$16,000 0
2024 Q3 1,821 $16,000 +$149 $8.79 1
2024 Q2 1,804 $15,000 -$5,502 $8.31 1
2024 Q1 1,786 $15,000 -$226,041 $8.4 1
2023 Q4 27,526 $246,827 +$7,111 $9 4
2023 Q3 17,980 $152,246 +$27,926 $8.25 2
2023 Q2 14,670 $129,869 +$992 $8.88 3
2023 Q1 14,558 $130,878 +$6,456 $9.03 3
2022 Q4 13,843 $122,000 +$855 $8.79 2
2022 Q3 13,746 $119,000 -$88,320 $8.47 2
2022 Q2 23,154 $213,000 +$118,185 $9.2 2
2022 Q1 10,298 $100,000 -$283,621 $9.71 1
2021 Q4 37,535 $391,000 +$374,180 $10.44 3
2021 Q3 1,580 $17,000 -$425,715 $10.76 1
2021 Q2 42,042 $442,000 -$1,144,029 $10.51 4
2021 Q1 152,711 $1,586,000 +$64,337 $10.42 2
2020 Q4 146,506 $1,583,000 +$1,511,000 $10.77 2