Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
167,760,128
-
Share change
-
+3,934,254
-
Total reported value
-
$3,887,532,093
-
Put/Call ratio
-
0%
-
Price per share
-
$23.16
-
Number of holders
-
637
-
Value change
-
+$88,319,980
-
Number of buys
-
322
-
Number of sells
-
275
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2025
As of 31 Mar 2025,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
637 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
167,760,128 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, AMERIPRISE FINANCIAL INC, Rockbridge Investment Management, LCC, Avantax Planning Partners, Inc., Charles Schwab Trust Co, Financial Engines Advisors L.L.C., OneDigital Investment Advisors LLC, ENVESTNET ASSET MANAGEMENT INC, Total Wealth Planning, LLC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
639
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.