Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) Institutional Ownership
CUSIP: 808524839
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
661
Shares (Excl. Options)
182,314,886
Price
$23.22
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- Security type / class
- Equity / US AGGREGATE B
- Symbol
- SCHZ
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 182,314,886
- Total 13F value
- $4,232,749,646
- Portfolio coverage rank
- 0.06%
- Share change
- +8,106,293
- Value change
- +$187,972,409
- Number of holders
- 661
- SEC-reported price per share
- $23.13
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B is tracked under CUSIP 808524839.
- 661 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 664 to 661 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $4,126,073,846 to $4,232,749,646.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 661 institutions filings for Q1 2026.
Security key
808524839
Latest holder period
Q1 2026
13F holders
661
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524839:
As of 31 Mar 2026, 661 institutional investors reported holding 182,314,886 shares of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 182,314,886 | $4,232,749,646 | +$187,972,409 | $23.22 | 661 |
| 2025 Q4 | 176,536,117 | $4,126,073,846 | +$126,231,679 | $23.37 | 664 |
| 2025 Q3 | 165,433,779 | $3,883,760,498 | +$118,131,606 | $23.47 | 622 |
| 2025 Q2 | 161,650,599 | $3,755,593,934 | -$137,303,482 | $23.24 | 636 |
| 2025 Q1 | 167,760,128 | $3,887,532,093 | +$88,319,980 | $23.16 | 637 |
| 2024 Q4 | 162,555,545 | $3,690,009,393 | +$1,794,923,537 | $22.70 | 629 |
| 2024 Q3 | 73,039,112 | $3,467,285,372 | -$1,285,260,023 | $47.52 | 561 |
| 2024 Q2 | 104,314,480 | $4,754,822,790 | +$201,988,432 | $45.58 | 589 |
| 2024 Q1 | 98,449,353 | $4,528,856,465 | +$7,106,536 | $46.00 | 565 |
| 2023 Q4 | 98,167,463 | $4,574,580,434 | +$234,858,079 | $46.62 | 586 |
| 2023 Q3 | 91,110,193 | $4,029,606,078 | +$180,236,703 | $44.23 | 533 |
| 2023 Q2 | 87,917,175 | $4,058,253,199 | +$10,246,246 | $46.16 | 539 |
| 2023 Q1 | 87,600,788 | $4,109,058,553 | +$244,235,211 | $46.91 | 536 |
| 2022 Q4 | 82,250,242 | $3,776,008,812 | +$317,508,885 | $45.65 | 531 |
| 2022 Q3 | 75,537,899 | $3,423,785,730 | -$309,417,345 | $45.31 | 497 |
| 2022 Q2 | 82,445,166 | $3,945,925,201 | -$241,531,785 | $47.87 | 523 |
| 2022 Q1 | 87,569,880 | $4,422,650,822 | -$125,342,673 | $50.57 | 529 |
| 2021 Q4 | 90,983,680 | $4,894,602,807 | +$188,658,462 | $53.90 | 522 |
| 2021 Q3 | 85,588,981 | $4,643,101,615 | +$176,390,005 | $54.26 | 486 |
| 2021 Q2 | 82,551,165 | $4,509,213,309 | +$309,421,106 | $54.60 | 479 |
| 2021 Q1 | 77,573,130 | $4,188,662,957 | +$71,119,046 | $53.95 | 490 |
| 2020 Q4 | 76,887,879 | $4,305,865,097 | +$364,417,812 | $56.03 | 501 |
| 2020 Q3 | 68,215,594 | $3,825,046,050 | +$177,289,036 | $56.08 | 457 |
| 2020 Q2 | 65,237,889 | $3,670,674,567 | +$182,602,297 | $56.24 | 456 |
| 2020 Q1 | 61,332,451 | $3,333,510,293 | -$82,572,588 | $54.27 | 465 |