Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
165,185,957
-
Share change
-
+4,976,294
-
Total reported value
-
$3,877,944,114
-
Price per share
-
$23.47
-
Number of holders
-
621
-
Value change
-
+$118,019,537
-
Number of buys
-
316
-
Number of sells
-
286
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q3 2025
As of 30 Sep 2025,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
621 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
165,185,957 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, Rockbridge Investment Management, LCC, Avantax Planning Partners, Inc., AMERIPRISE FINANCIAL INC, Charles Schwab Trust Co, Financial Engines Advisors L.L.C., Total Wealth Planning, LLC, HighTower Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
621
institutional shareholders reporting positions in this security
for the Q3 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.