As of 30 Sep 2025, 618 institutional investors reported holding 165,176,603 shares of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 20,283,174 | $474,140,357 | +$8,199,918 | $23.37 | 59 |
| 2025 Q3 | 165,176,603 | $3,877,718,306 | +$118,342,200 | $23.47 | 618 |
| 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 |
| 2019 Q4 | 62,058,749 | $3,316,593,618 | +$213,930,498 | $53.43 | 454 |
| 2019 Q3 | 56,687,218 | $3,051,993,669 | +$304,482,819 | $53.85 | 403 |
| 2019 Q2 | 50,887,294 | $2,696,695,575 | +$305,880,079 | $53.00 | 396 |
| 2019 Q1 | 45,924,329 | $2,381,281,292 | -$91,221,069 | $51.88 | 392 |
| 2018 Q4 | 47,209,918 | $2,388,803,463 | +$210,313,277 | $50.59 | 371 |
| 2018 Q3 | 41,734,797 | $2,095,600,102 | +$97,807,882 | $50.25 | 323 |
| 2018 Q2 | 39,850,816 | $2,017,967,793 | +$80,874,007 | $50.64 | 326 |
| 2018 Q1 | 38,257,557 | $1,950,624,660 | +$239,124,180 | $51.02 | 310 |
| 2017 Q4 | 32,649,664 | $1,698,240,174 | +$199,814,263 | $52.04 | 316 |
| 2017 Q3 | 26,072,337 | $1,364,802,093 | +$188,573,042 | $52.36 | 251 |
| 2017 Q2 | 22,286,983 | $1,164,026,039 | +$113,654,575 | $52.25 | 243 |
| 2017 Q1 | 20,449,320 | $1,058,903,400 | +$23,491,086 | $51.79 | 228 |
| 2016 Q4 | 20,002,987 | $1,031,202,866 | +$126,503,306 | $51.50 | 212 |
| 2016 Q3 | 14,567,741 | $781,115,698 | -$23,790,479 | $53.67 | 179 |
| 2016 Q2 | 15,132,373 | $813,364,850 | +$129,963,949 | $53.72 | 169 |
| 2016 Q1 | 12,711,314 | $671,089,006 | +$104,656,290 | $52.82 | 158 |
| 2015 Q4 | 10,495,793 | $540,637,432 | +$61,188,119 | $51.50 | 152 |
| 2015 Q3 | 8,959,426 | $467,079,607 | +$20,495,098 | $52.14 | 128 |
| 2015 Q2 | 8,127,865 | $420,393,174 | +$72,846,361 | $51.73 | 115 |
| 2015 Q1 | 6,692,960 | $353,918,910 | +$88,916,881 | $52.91 | 109 |
| 2014 Q4 | 5,039,186 | $263,868,243 | +$42,900,799 | $52.36 | 99 |
| 2014 Q3 | 3,427,124 | $175,429,767 | +$69,307,313 | $51.77 | 72 |
| 2014 Q2 | 1,613,657 | $83,725,900 | +$15,633,070 | $51.90 | 65 |
| 2014 Q1 | 1,299,760 | $66,462,135 | -$1,219,806 | $51.13 | 55 |