Security key
808524839
- Type / Class
- Equity / US AGGREGATE B
- Total 13F shares
- 8,611,400
- Share change
- 0
- Total reported value
- $199,497,999
- Price per share
- $23.22
- Number of holders
- 37
Report period
Q1 2026
Institutions
37
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524839
Recent filing periods:
Top shareholders of 808524839 - SCHWAB STRATEGIC TR - US AGGREGATE B (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2026
As of 31 Mar 2026,
SCHWAB STRATEGIC TR - US AGGREGATE B was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,611,400 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Towercrest Capital Management, TSA Wealth Managment LLC, Savant Capital, LLC, Mutual Advisors, LLC, Summit Financial Strategies, Inc., WealthShield Partners, LLC, MML INVESTORS SERVICES, LLC, Valmark Advisers, Inc., and Carnegie Investment Counsel.
This page lists
37
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
1
Q1 2026 holders
37
Holder diff
36
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.