As of 30 Sep 2025, 618 institutional investors reported holding 165,176,603 shares of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 22,137,317 | $517,471,655 | +$13,161,707 | $23.37 | 69 |
| 2025 Q3 | 165,176,603 | $3,877,718,306 | +$118,342,255 | $23.47 | 618 |
| 2025 Q2 | 161,650,599 | $3,755,593,934 | -$137,303,420 | $23.24 | 636 |
| 2025 Q1 | 167,407,088 | $3,879,367,269 | +$87,954,279 | $23.16 | 634 |
| 2024 Q4 | 161,631,657 | $3,669,037,059 | +$1,785,686,341 | $22.70 | 619 |
| 2024 Q3 | 72,446,808 | $3,439,139,085 | -$1,287,607,328 | $47.52 | 553 |
| 2024 Q2 | 103,732,284 | $4,728,286,343 | +$206,594,768 | $45.58 | 579 |
| 2024 Q1 | 101,307,668 | $4,501,172,314 | +$6,516,800 | $46.00 | 559 |
| 2023 Q4 | 289,253 | $13,483,465 | +$1,117,354 | $46.62 | 10 |
| 2023 Q3 | 90,809,258 | $4,016,295,663 | +$179,548,909 | $44.23 | 526 |
| 2023 Q2 | 87,404,277 | $4,034,577,604 | +$12,353,684 | $46.16 | 533 |
| 2023 Q1 | 87,294,691 | $4,094,699,673 | +$243,844,558 | $46.91 | 530 |
| 2022 Q4 | 81,701,678 | $3,751,031,409 | +$323,206,943 | $45.65 | 525 |
| 2022 Q3 | 74,849,068 | $3,392,122,223 | -$314,730,762 | $45.31 | 492 |
| 2022 Q2 | 81,946,352 | $3,922,046,474 | -$240,340,626 | $47.87 | 519 |
| 2022 Q1 | 86,557,821 | $4,371,470,826 | -$116,041,051 | $50.57 | 521 |
| 2021 Q4 | 90,265,715 | $4,855,903,010 | +$179,731,278 | $53.90 | 514 |
| 2021 Q3 | 85,139,891 | $4,618,734,208 | +$176,181,722 | $54.26 | 484 |
| 2021 Q2 | 82,099,557 | $4,484,554,644 | +$306,145,399 | $54.60 | 478 |
| 2021 Q1 | 77,310,802 | $4,172,976,002 | +$63,534,449 | $53.95 | 489 |
| 2020 Q4 | 76,674,346 | $4,293,897,462 | +$364,162,489 | $56.03 | 499 |
| 2020 Q3 | 68,017,511 | $3,813,825,620 | +$174,634,850 | $56.08 | 455 |
| 2020 Q2 | 65,044,874 | $3,659,718,375 | +$181,583,701 | $56.24 | 453 |
| 2020 Q1 | 60,828,915 | $3,306,001,013 | -$79,685,811 | $54.27 | 460 |
| 2019 Q4 | 61,882,991 | $3,307,067,968 | +$213,538,561 | $53.43 | 450 |
| 2019 Q3 | 56,687,218 | $3,051,993,669 | +$310,528,205 | $53.85 | 403 |
| 2019 Q2 | 50,887,294 | $2,696,695,575 | +$305,598,891 | $53.00 | 396 |
| 2019 Q1 | 45,924,329 | $2,381,281,292 | -$92,210,598 | $51.88 | 392 |
| 2018 Q4 | 44,428,373 | $2,248,085,463 | +$183,380,664 | $50.59 | 369 |
| 2018 Q3 | 41,730,277 | $2,095,372,972 | +$97,821,208 | $50.25 | 322 |
| 2018 Q2 | 39,846,296 | $2,017,738,900 | +$81,238,978 | $50.64 | 325 |
| 2018 Q1 | 38,246,405 | $1,950,056,397 | +$238,429,471 | $51.02 | 308 |
| 2017 Q4 | 32,643,230 | $1,697,905,349 | +$201,636,296 | $52.04 | 315 |
| 2017 Q3 | 26,072,307 | $1,364,800,093 | +$190,393,694 | $52.36 | 250 |
| 2017 Q2 | 22,286,983 | $1,164,026,039 | +$113,324,588 | $52.25 | 243 |
| 2017 Q1 | 20,449,320 | $1,058,903,400 | +$23,491,099 | $51.79 | 228 |
| 2016 Q4 | 20,002,987 | $1,031,202,866 | +$128,141,153 | $51.50 | 212 |
| 2016 Q3 | 14,238,116 | $763,424,698 | -$28,200,761 | $53.67 | 178 |
| 2016 Q2 | 15,132,373 | $813,364,850 | +$129,567,422 | $53.72 | 169 |
| 2016 Q1 | 12,711,314 | $671,089,006 | +$104,656,310 | $52.82 | 158 |
| 2015 Q4 | 10,495,793 | $540,637,432 | +$61,188,106 | $51.50 | 151 |
| 2015 Q3 | 8,959,426 | $467,079,607 | +$20,463,035 | $52.14 | 128 |
| 2015 Q2 | 8,127,850 | $420,392,174 | +$70,308,924 | $51.73 | 114 |
| 2015 Q1 | 6,692,960 | $353,918,910 | +$88,915,450 | $52.91 | 109 |
| 2014 Q4 | 5,039,186 | $263,868,243 | +$42,900,795 | $52.36 | 99 |
| 2014 Q3 | 3,427,109 | $175,428,767 | +$69,306,310 | $51.77 | 71 |
| 2014 Q2 | 1,613,626 | $83,723,900 | +$15,633,071 | $51.90 | 64 |
| 2014 Q1 | 1,299,760 | $66,462,135 | -$579,807 | $51.13 | 55 |