As of 30 Sep 2025, 632 institutional investors reported holding 320,030,419 shares of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 15,812,994 | $385,393,679 | +$21,018,806 | $24.37 | 52 |
| 2025 Q3 | 320,030,419 | $7,809,065,913 | +$141,387,371 | $24.40 | 632 |
| 2025 Q2 | 314,831,069 | $7,682,619,158 | +$158,449,362 | $24.38 | 646 |
| 2025 Q1 | 305,310,457 | $7,437,434,131 | -$1,046,593,429 | $24.34 | 629 |
| 2024 Q4 | 347,651,189 | $8,364,068,108 | +$3,834,311,648 | $24.06 | 620 |
| 2024 Q3 | 176,408,795 | $8,643,277,313 | +$602,792,544 | $48.98 | 561 |
| 2024 Q2 | 166,792,366 | $8,023,696,050 | -$80,555,075 | $48.13 | 570 |
| 2024 Q1 | 167,482,164 | $8,085,600,476 | -$1,359,625,413 | $48.21 | 588 |
| 2023 Q4 | 1,183,835 | $57,355,577 | -$267,607 | $48.45 | 11 |
| 2023 Q3 | 206,927,945 | $9,918,970,146 | -$1,767,408,565 | $47.89 | 558 |
| 2023 Q2 | 242,628,355 | $11,672,984,776 | +$1,353,940,825 | $48.06 | 563 |
| 2023 Q1 | 215,537,452 | $10,514,096,434 | +$2,828,776,815 | $48.79 | 555 |
| 2022 Q4 | 158,982,961 | $7,669,954,972 | +$586,506,733 | $48.24 | 550 |
| 2022 Q3 | 145,616,961 | $7,040,995,008 | +$710,862,777 | $48.26 | 515 |
| 2022 Q2 | 131,041,650 | $6,433,812,075 | +$846,316,837 | $49.19 | 513 |
| 2022 Q1 | 112,080,789 | $5,550,904,893 | -$692,943,386 | $49.54 | 485 |
| 2021 Q4 | 127,208,198 | $6,470,060,141 | +$16,122,503 | $50.85 | 511 |
| 2021 Q3 | 124,980,144 | $6,397,582,797 | +$121,306,707 | $51.19 | 477 |
| 2021 Q2 | 121,734,532 | $6,228,435,091 | +$1,689,012,650 | $51.22 | 464 |
| 2021 Q1 | 89,287,717 | $4,589,882,956 | -$188,490 | $51.31 | 478 |
| 2020 Q4 | 87,789,422 | $4,514,869,135 | +$165,913,996 | $51.39 | 484 |
| 2020 Q3 | 83,708,714 | $4,306,510,486 | +$213,924,166 | $51.50 | 455 |
| 2020 Q2 | 79,485,868 | $4,092,554,574 | -$70,998,017 | $51.63 | 449 |
| 2020 Q1 | 80,201,291 | $4,148,214,837 | +$1,180,964,690 | $51.73 | 443 |
| 2019 Q4 | 58,056,998 | $2,928,860,008 | -$217,841,292 | $50.48 | 412 |
| 2019 Q3 | 60,349,117 | $3,049,575,090 | -$285,986,634 | $50.59 | 361 |
| 2019 Q2 | 66,027,097 | $3,336,920,699 | -$3,794,706 | $50.59 | 337 |
| 2019 Q1 | 67,084,418 | $3,366,837,712 | +$980,037,748 | $50.19 | 332 |
| 2018 Q4 | 45,762,436 | $2,283,957,458 | +$858,056,603 | $49.91 | 296 |
| 2018 Q3 | 26,118,620 | $1,294,719,311 | +$183,766,742 | $49.57 | 249 |
| 2018 Q2 | 21,828,759 | $1,085,642,436 | +$141,281,068 | $49.74 | 232 |
| 2018 Q1 | 18,922,364 | $942,915,723 | +$141,487,695 | $49.84 | 218 |
| 2017 Q4 | 16,235,624 | $812,214,464 | -$16,037,320 | $50.03 | 207 |
| 2017 Q3 | 15,710,089 | $791,750,128 | +$185,588,897 | $50.40 | 165 |
| 2017 Q2 | 11,975,773 | $603,811,111 | -$6,273,056 | $50.42 | 161 |
| 2017 Q1 | 12,582,408 | $634,890,539 | +$176,191,822 | $50.46 | 157 |
| 2016 Q4 | 9,016,536 | $454,551,247 | +$102,182,004 | $50.42 | 136 |
| 2016 Q3 | 6,981,766 | $354,470,272 | +$15,670,567 | $50.79 | 123 |
| 2016 Q2 | 6,732,118 | $342,637,880 | -$6,195,560 | $50.96 | 121 |
| 2016 Q1 | 6,807,777 | $345,511,519 | -$5,279,419 | $50.80 | 110 |
| 2015 Q4 | 6,840,085 | $345,146,961 | -$2,832,912 | $50.44 | 99 |
| 2015 Q3 | 5,650,343 | $287,039,436 | +$74,245,154 | $50.80 | 83 |
| 2015 Q2 | 4,170,080 | $211,455,891 | +$29,395,346 | $50.71 | 68 |
| 2015 Q1 | 3,601,459 | $182,771,697 | -$24,664,848 | $50.75 | 64 |
| 2014 Q4 | 4,077,353 | $206,242,841 | +$21,858,749 | $50.58 | 61 |
| 2014 Q3 | 2,780,441 | $140,625,259 | +$7,260,422 | $50.57 | 46 |
| 2014 Q2 | 2,636,814 | $133,473,555 | +$15,673,500 | $50.62 | 39 |
| 2014 Q1 | 2,327,365 | $117,605,000 | +$12,494,416 | $50.54 | 41 |