Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US AGGREGATE B
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Number of holders
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310
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Total shares
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72.4M
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Shares change
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+449K
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Total reported value, excl. options
-
$1.68B
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Value change
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+$7.19M
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Number of buys
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147
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Number of sells
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-139
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Price
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$23.16
Significant Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q1 2025
328 filings reported holding SCHZ - SCHWAB STRATEGIC TR - US AGGREGATE B as of Q1 2025.
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) has 310 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72.4M shares
.
Largest 10 shareholders include Avantax Planning Partners, Inc. (6.79M shares), Charles Schwab Trust Co (5.41M shares), OneDigital Investment Advisors LLC (3.93M shares), ENVESTNET ASSET MANAGEMENT INC (3.91M shares), Total Wealth Planning, LLC (3.75M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.69M shares), HENGEHOLD CAPITAL MANAGEMENT LLC (2.35M shares), BlueSky Wealth Advisors, LLC (2.09M shares), Pioneer Wealth Management Group (1.97M shares), and Horst & Graben Wealth Management LLC (1.49M shares).
This table shows the top 310 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.