SCHWAB SHORT-TERM BOND INDEX - SCHWAB MUTL FUNDS Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q3 2025

Type / Class
Equity / SCHWAB MUTL FUNDS
Price per share
$9.69
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,593,317
Total reported value
$15,438,194
% of total 13F portfolios
0%
Share change
+1,573,063
Value change
+$15,242,978
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 3 institutional investors reported holding 1,593,317 shares of SCHWAB SHORT-TERM BOND INDEX - SCHWAB MUTL FUNDS.

Institutional Holders of SCHWAB SHORT-TERM BOND INDEX - SCHWAB MUTL FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 1,593,317 $15,438,194 +$15,242,978 $9.69 3
2025 Q2 20,254 $194,225 -$14,429,341 $9.59 2
2025 Q1 1,518,547 $14,622,178 +$14,511,026 $9.63 3
2024 Q4 11,691 $111,000 -$3,371 $9.49 1
2024 Q3 12,046 $116,000 +$1,011 $9.63 1
2024 Q2 11,941 $112,000 -$2,214 $9.38 1
2024 Q1 12,177 $114,000 +$3,473 $9.36 1
2023 Q4 11,806 $112,000 -$92,351 $9.49 1
2023 Q3 21,704 $201,286 +$99,755 $9.28 2
2023 Q2 11,009 $103,000 -$14,056 $9.36 1
2023 Q1 12,504 $118,699 -$1,746 $9.51 2
2022 Q4 12,300 $115,000 -$2,094 $9.35 1
2022 Q3 12,524 $117,000 +$117,000 $9.34 1
2022 Q1 0 $0 -$31,000 $9.69 0
2021 Q4 3,029 $31,000 +$154 $10.23 1
2021 Q3 3,014 $31,000 -$132,944 $10.29 1
2021 Q2 15,957 $164,000 +$130,073 $10.29 2
2021 Q1 3,293 $34,000 -$1,538 $10.32 1
2020 Q4 3,442 $36,000 $0 $10.46 1