As of 31 Dec 2025, 1 institutional investors reported holding 495,011 shares of Schwab Treasury Infl Protected Secs Idx - Mutual Fund.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 495,011 | $5,108,509 | +$5,053,873 | $10.32 | 1 |
| 2025 Q3 | 5,223 | $54,636 | +$54,636 | $10.46 | 1 |
| 2025 Q1 | 0 | $0 | -$3,899 | $10.32 | 0 |
| 2024 Q4 | 387 | $3,899 | $10.07 | 1 | |
| 2024 Q3 | 387 | $4,046 | $10.45 | 1 | |
| 2024 Q2 | 387 | $3,922 | $10.13 | 1 | |
| 2024 Q1 | 0 | $0 | -$933,076 | $10.32 | 0 |
| 2023 Q4 | 91,508 | $937,041 | +$301,884 | $10.24 | 2 |
| 2023 Q3 | 62,027 | $613,448 | -$407,853 | $9.89 | 2 |
| 2023 Q2 | 103,266 | $1,057,447 | -$69,806 | $10.24 | 2 |
| 2023 Q1 | 110,083 | $1,154,774 | +$1,150,716 | $10.49 | 2 |
| 2022 Q4 | 387 | $3,941 | $10.18 | 1 | |
| 2022 Q3 | 387 | $3,992 | +$83 | $10.32 | 1 |
| 2022 Q2 | 379 | $4,207 | +$67 | $11.10 | 1 |
| 2022 Q1 | 373 | $4,478 | $12.01 | 1 | |
| 2019 Q1 | 0 | $0 | -$315,000 | $10.32 | 0 |
| 2018 Q4 | 29,697 | $315,000 | -$13,280 | $10.61 | 1 |
| 2018 Q3 | 30,949 | $328,000 | +$328,000 | $10.60 | 1 |
| 2018 Q2 | 0 | $0 | -$340,000 | $10.32 | 0 |
| 2018 Q1 | 31,016 | $340,000 | -$161,395 | $10.96 | 1 |
| 2017 Q4 | 45,739 | $506,000 | +$82,185 | $11.06 | 1 |
| 2017 Q3 | 38,310 | $424,000 | +$167,088 | $11.07 | 1 |
| 2017 Q2 | 23,213 | $256,000 | +$45,683 | $11.03 | 1 |
| 2017 Q1 | 19,016 | $211,000 | +$60,000 | $11.15 | 2 |
| 2016 Q4 | 13,772 | $151,000 | $10.96 | 1 |