Security Snapshot

SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) Institutional Ownership

CUSIP: 808524862

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

670

Shares (Excl. Options)

327,327,499

Price

$24.37

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Type / Class
Equity / SHT TM US TRES
Symbol
SCHO
Price per share
$24.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
327,327,499
Total reported value
$7,979,017,540
% of total 13F portfolios
0.04%
Share change
+4,854,343
Value change
+$118,216,661
Number of holders
670
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES is tracked under CUSIP 808524862.
  • 670 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 670 to 294 between Q4 2025 and Q1 2026.
  • Reported value moved from $7,979,017,540 to $1,489,872,019.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 670 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808524862?
CUSIP 808524862 identifies SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 670 institutional investors reported holding 327,327,499 shares of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO).

Institutional Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 61,400,933 $1,489,872,019 +$10,357,553 $24.27 294
2025 Q4 327,327,499 $7,979,017,540 +$118,216,661 $24.37 670
2025 Q3 320,215,714 $7,813,587,949 +$141,314,088 $24.40 635
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
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