- 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
Quarterly Holders Quick Answers
What is CUSIP 808524839?
CUSIP 808524839 identifies SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 808524839:
Top shareholders of SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
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
640
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 |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
629
Q1 2025 holders
637
Holder diff
8
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.