Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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636
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Total 13F shares, excl. options
-
162M
-
Shares change
-
-5.92M
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Total reported value, excl. options
-
$3.76B
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Value change
-
-$137M
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Number of buys
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269
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Number of sells
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-328
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Price
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$23.24
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q2 2025
681 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q2 2025.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 636 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 162M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (12.4M shares), AMERIPRISE FINANCIAL INC (7.45M shares), Rockbridge Investment Management, LCC (7.38M shares), Avantax Planning Partners, Inc. (6.99M shares), Charles Schwab Trust Co (5.59M shares), Financial Engines Advisors L.L.C. (4.9M shares), ENVESTNET ASSET MANAGEMENT INC (4M shares), Total Wealth Planning, LLC (3.81M shares), HighTower Advisors, LLC (3.65M shares), and OneDigital Investment Advisors LLC (3.65M shares).
This table shows the top 636 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.