Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
-
613
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Total 13F shares, excl. options
-
164M
-
Shares change
-
+5.04M
-
Total reported value, excl. options
-
$3.86B
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Value change
-
+$120M
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Number of buys
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313
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Number of sells
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-283
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Price
-
$23.47
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2025
671 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q3 2025.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 613 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 164M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (12.1M shares), Rockbridge Investment Management, LCC (7.96M shares), Avantax Planning Partners, Inc. (7.18M shares), AMERIPRISE FINANCIAL INC (6.23M shares), Charles Schwab Trust Co (5.95M shares), Financial Engines Advisors L.L.C. (5.43M shares), Total Wealth Planning, LLC (4.14M shares), HighTower Advisors, LLC (3.81M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.63M shares), and ENVESTNET ASSET MANAGEMENT INC (3.32M shares).
This table shows the top 613 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.