Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHT TM US TRES
-
Total 13F shares
-
27,356,643
-
Share change
-
+1,909,439
-
Total reported value
-
$666,710,925
-
Price per share
-
$24.37
-
Number of holders
-
101
-
Value change
-
+$46,532,766
-
Number of buys
-
59
-
Number of sells
-
42
Institutional Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) was held by
101 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,356,643 shares.
The largest 10 holders included
Moisand Fitzgerald Tamayo, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Bangor Savings Bank, STEPHENS GROUP ASSET MANAGEMENT, LLC, LVW Advisors, LLC, FIDUCIARY FINANCIAL GROUP, LLC, DAVENPORT & Co LLC, Charles Schwab Trust Co, Avior Wealth Management, LLC, and MassMutual Private Wealth & Trust, FSB.
This page lists
101
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.