Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US AGGREGATE B
-
Total 13F shares
-
27,506,519
-
Share change
-
+796,089
-
Total reported value
-
$642,989,475
-
Price per share
-
$23.37
-
Number of holders
-
102
-
Value change
-
+$18,605,973
-
Number of buys
-
56
-
Number of sells
-
39
Institutional Holders of SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - US AGGREGATE B (SCHZ) was held by
102 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,506,519 shares.
The largest 10 holders included
Charles Schwab Trust Co, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Pioneer Wealth Management Group, Blue Trust, Inc., DAYMARK WEALTH PARTNERS, LLC, ZynergyRetirementPlanningLLC, Bond & Devick Financial Network, Inc., Columbus Macro, LLC, Cypress Wealth Services, LLC, and MYECFO, LLC.
This page lists
102
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.