SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ)

Historical Holders from Q1 2014 to Q1 2025

Symbol
SCHZ
CUSIP
808524839
Type / Class
Equity / US AGGREGATE B
All holders as of December 31, 2024
Q4 2024
13F shares, excl. options
159M
Holdings value
$3.61B
% of all portfolios
0.048%
Grand Portfolio weight change
+0.003%
Number of holders
613
Number of buys
528
Number of sells
-52
Average Value change %
+0.02%
Average buys %
+0.025%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 72.4M $1.68B +$7.19M $23.16 310
2024 Q4 159M $3.61B +$1.76B $22.70 613
2024 Q3 72.4M $3.44B -$1.29B $47.52 553
2024 Q2 104M $4.73B +$207M $45.58 579
2024 Q1 101M $4.5B +$6.52M $46.00 559
2023 Q4 96.5M $4.5B +$208M $46.62 568
2023 Q3 90.8M $4.02B +$180M $44.23 526
2023 Q2 87.4M $4.03B +$12.4M $46.16 533
2023 Q1 87.3M $4.09B +$244M $46.91 530
2022 Q4 81.7M $3.75B +$323M $45.65 525
2022 Q3 74.8M $3.39B -$315M $45.31 492
2022 Q2 81.9M $3.92B -$240M $47.87 519
2022 Q1 86.6M $4.37B -$116M $50.57 521
2021 Q4 90.3M $4.86B +$180M $53.90 514
2021 Q3 85.1M $4.62B +$176M $54.26 484
2021 Q2 82.1M $4.48B +$306M $54.60 478
2021 Q1 77.3M $4.17B +$63.5M $53.95 489
2020 Q4 76.7M $4.29B +$364M $56.03 499
2020 Q3 68M $3.81B +$175M $56.08 455
2020 Q2 65M $3.66B +$182M $56.24 453
2020 Q1 60.8M $3.31B -$79.7M $54.27 460
2019 Q4 61.9M $3.31B +$214M $53.43 450
2019 Q3 56.7M $3.05B +$311M $53.85 403
2019 Q2 50.9M $2.7B +$306M $53.00 396
2019 Q1 45.9M $2.38B -$92.2M $51.88 392
2018 Q4 44.4M $2.25B +$183M $50.59 369
2018 Q3 41.7M $2.1B +$97.8M $50.25 322
2018 Q2 39.8M $2.02B +$81.2M $50.64 325
2018 Q1 38.2M $1.95B +$238M $51.02 308
2017 Q4 32.6M $1.7B +$202M $52.04 315
2017 Q3 26.1M $1.36B +$190M $52.36 250
2017 Q2 22.3M $1.16B +$113M $52.25 243
2017 Q1 20.4M $1.06B +$23.5M $51.79 228
2016 Q4 20M $1.03B +$128M $51.50 212
2016 Q3 14.2M $763M -$28.2M $53.67 178
2016 Q2 15.1M $813M +$130M $53.72 169
2016 Q1 12.7M $671M +$105M $52.82 158
2015 Q4 10.5M $541M +$61.2M $51.50 151
2015 Q3 8.96M $467M +$20.5M $52.14 128
2015 Q2 8.13M $420M +$70.3M $51.73 114
2015 Q1 6.69M $354M +$88.9M $52.91 109
2014 Q4 5.04M $264M +$42.9M $52.36 99
2014 Q3 3.43M $175M +$69.3M $51.77 71
2014 Q2 1.61M $83.7M +$15.6M $51.90 64
2014 Q1 1.3M $66.5M -$580K $51.13 55