As of 30 Sep 2025, 632 institutional investors reported holding 320,030,419 shares of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 23,804,444 | $580,144,919 | +$40,530,814 | $24.37 | 86 |
| 2025 Q3 | 320,030,419 | $7,809,065,913 | +$141,387,216 | $24.40 | 632 |
| 2025 Q2 | 314,818,143 | $7,682,601,556 | +$158,431,789 | $24.38 | 645 |
| 2025 Q1 | 305,370,717 | $7,438,900,859 | -$1,045,126,694 | $24.34 | 630 |
| 2024 Q4 | 348,096,783 | $8,374,789,544 | +$3,841,835,238 | $24.06 | 623 |
| 2024 Q3 | 176,542,676 | $8,649,833,883 | +$603,179,479 | $48.98 | 565 |
| 2024 Q2 | 166,909,710 | $8,029,342,693 | -$83,322,320 | $48.13 | 576 |
| 2024 Q1 | 167,636,054 | $8,093,018,335 | -$1,365,999,604 | $48.21 | 593 |
| 2023 Q4 | 196,301,600 | $9,508,990,809 | -$722,235,736 | $48.45 | 595 |
| 2023 Q3 | 209,559,262 | $10,044,983,992 | -$1,757,587,064 | $47.89 | 571 |
| 2023 Q2 | 245,229,303 | $11,797,986,373 | +$1,357,512,448 | $48.06 | 577 |
| 2023 Q1 | 216,270,256 | $10,549,849,953 | +$2,828,640,083 | $48.79 | 566 |
| 2022 Q4 | 159,704,234 | $7,704,749,246 | +$590,108,433 | $48.24 | 558 |
| 2022 Q3 | 146,256,782 | $7,071,821,191 | +$716,272,628 | $48.26 | 523 |
| 2022 Q2 | 131,591,573 | $6,460,862,864 | +$855,496,634 | $49.19 | 521 |
| 2022 Q1 | 113,259,028 | $5,609,274,619 | -$675,389,952 | $49.54 | 494 |
| 2021 Q4 | 127,815,491 | $6,500,940,566 | +$40,026,147 | $50.85 | 520 |
| 2021 Q3 | 125,107,159 | $6,404,084,998 | +$121,859,144 | $51.19 | 482 |
| 2021 Q2 | 121,840,188 | $6,233,847,702 | +$1,688,800,137 | $51.22 | 469 |
| 2021 Q1 | 89,392,251 | $4,595,246,766 | +$4,488,925 | $51.31 | 483 |
| 2020 Q4 | 88,729,269 | $4,563,168,075 | +$161,027,334 | $51.39 | 491 |
| 2020 Q3 | 83,775,679 | $4,309,959,189 | +$208,451,928 | $51.50 | 460 |
| 2020 Q2 | 79,556,783 | $4,096,215,777 | -$58,379,725 | $51.63 | 455 |
| 2020 Q1 | 80,912,939 | $4,185,022,134 | +$1,176,460,750 | $51.73 | 449 |
| 2019 Q4 | 58,101,846 | $2,931,119,452 | -$218,068,824 | $50.48 | 418 |
| 2019 Q3 | 60,453,929 | $3,054,880,745 | -$295,543,062 | $50.59 | 365 |
| 2019 Q2 | 66,130,170 | $3,342,137,591 | -$11,965,569 | $50.59 | 340 |
| 2019 Q1 | 67,175,113 | $3,371,389,694 | +$983,539,427 | $50.19 | 334 |
| 2018 Q4 | 47,680,939 | $2,379,711,289 | +$907,071,903 | $49.91 | 300 |
| 2018 Q3 | 26,255,179 | $1,301,488,541 | +$209,020,502 | $49.57 | 251 |
| 2018 Q2 | 21,960,238 | $1,092,182,202 | +$147,202,075 | $49.74 | 234 |
| 2018 Q1 | 19,052,130 | $949,341,008 | +$142,885,433 | $49.84 | 222 |
| 2017 Q4 | 16,363,311 | $818,602,645 | -$34,883,270 | $50.03 | 209 |
| 2017 Q3 | 16,020,891 | $807,414,818 | +$199,313,940 | $50.40 | 167 |
| 2017 Q2 | 11,975,773 | $603,811,111 | -$6,273,088 | $50.42 | 161 |
| 2017 Q1 | 12,582,408 | $634,890,539 | +$175,965,507 | $50.46 | 157 |
| 2016 Q4 | 9,016,536 | $454,551,247 | +$102,014,006 | $50.42 | 136 |
| 2016 Q3 | 6,981,766 | $354,470,272 | +$15,589,089 | $50.79 | 123 |
| 2016 Q2 | 6,732,118 | $342,637,880 | -$6,248,728 | $50.96 | 121 |
| 2016 Q1 | 6,807,777 | $345,511,519 | -$5,279,448 | $50.80 | 110 |
| 2015 Q4 | 6,840,085 | $345,146,961 | -$2,832,895 | $50.44 | 100 |
| 2015 Q3 | 5,650,343 | $287,039,436 | +$74,245,160 | $50.80 | 83 |
| 2015 Q2 | 4,170,080 | $211,455,891 | +$29,395,338 | $50.71 | 68 |
| 2015 Q1 | 3,601,459 | $182,771,697 | -$24,664,873 | $50.75 | 64 |
| 2014 Q4 | 4,077,353 | $206,242,841 | +$21,858,760 | $50.58 | 61 |
| 2014 Q3 | 2,780,441 | $140,625,259 | +$7,249,936 | $50.57 | 46 |
| 2014 Q2 | 2,636,814 | $133,473,555 | +$15,173,512 | $50.62 | 39 |
| 2014 Q1 | 2,327,365 | $117,605,000 | +$12,494,425 | $50.54 | 41 |