SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ)

Historical Holders from Q1 2014 to Q3 2025

Symbol
SCHZ
Type / Class
Equity / US AGGREGATE B
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
164M
Holdings value
$3.86B
% of all portfolios
0.058%
Grand Portfolio weight change
+0%
Number of holders
613
Number of buys
313
Number of sells
-283
Average Value change %
+0%
Average buys %
+0.005%
Average sells %
-0.002%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 164M $3.86B +$120M $23.47 613
2025 Q2 162M $3.76B -$137M $23.24 636
2025 Q1 168M $3.89B +$88.3M $23.16 637
2024 Q4 163M $3.69B +$1.79B $22.70 629
2024 Q3 73M $3.47B -$1.29B $47.52 561
2024 Q2 104M $4.75B +$202M $45.58 589
2024 Q1 98.4M $4.53B +$7.11M $46.00 565
2023 Q4 98.2M $4.57B +$235M $46.62 586
2023 Q3 91.1M $4.03B +$180M $44.23 533
2023 Q2 87.9M $4.06B +$10.2M $46.16 539
2023 Q1 87.6M $4.11B +$244M $46.91 536
2022 Q4 82.3M $3.78B +$318M $45.65 531
2022 Q3 75.5M $3.42B -$309M $45.31 497
2022 Q2 82.4M $3.95B -$242M $47.87 523
2022 Q1 87.6M $4.42B -$125M $50.57 529
2021 Q4 91M $4.89B +$189M $53.90 522
2021 Q3 85.6M $4.64B +$176M $54.26 486
2021 Q2 82.6M $4.51B +$309M $54.60 479
2021 Q1 77.6M $4.19B +$71.1M $53.95 490
2020 Q4 76.9M $4.31B +$364M $56.03 501
2020 Q3 68.2M $3.83B +$177M $56.08 457
2020 Q2 65.2M $3.67B +$183M $56.24 456
2020 Q1 61.3M $3.33B -$82.6M $54.27 465
2019 Q4 62.1M $3.32B +$214M $53.43 454
2019 Q3 56.7M $3.05B +$304M $53.85 403
2019 Q2 50.9M $2.7B +$306M $53.00 396
2019 Q1 45.9M $2.38B -$91.2M $51.88 392
2018 Q4 47.2M $2.39B +$210M $50.59 371
2018 Q3 41.7M $2.1B +$97.8M $50.25 323
2018 Q2 39.9M $2.02B +$80.9M $50.64 326
2018 Q1 38.3M $1.95B +$239M $51.02 310
2017 Q4 32.6M $1.7B +$200M $52.04 316
2017 Q3 26.1M $1.36B +$189M $52.36 251
2017 Q2 22.3M $1.16B +$114M $52.25 243
2017 Q1 20.4M $1.06B +$23.5M $51.79 228
2016 Q4 20M $1.03B +$127M $51.50 212
2016 Q3 14.6M $781M -$23.8M $53.67 179
2016 Q2 15.1M $813M +$130M $53.72 169
2016 Q1 12.7M $671M +$105M $52.82 158
2015 Q4 10.5M $541M +$61.2M $51.50 152
2015 Q3 8.96M $467M +$20.5M $52.14 128
2015 Q2 8.13M $420M +$72.8M $51.73 115
2015 Q1 6.69M $354M +$88.9M $52.91 109
2014 Q4 5.04M $264M +$42.9M $52.36 99
2014 Q3 3.43M $175M +$69.3M $51.77 72
2014 Q2 1.61M $83.7M +$15.6M $51.90 65
2014 Q1 1.3M $66.5M -$1.22M $51.13 55