SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO)

Historical Holders from Q1 2014 to Q1 2025

Symbol
SCHO
CUSIP
808524862
Type / Class
Equity / SHT TM US TRES
All holders as of December 31, 2024
Q4 2024
13F shares, excl. options
348M
Holdings value
$8.36B
% of all portfolios
0.038%
Grand Portfolio weight change
+0.007%
Number of holders
618
Number of buys
525
Number of sells
-79
Average Value change %
+0.02%
Average buys %
+0.021%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 92.9M $2.27B +$94.7M $24.34 426
2024 Q4 348M $8.36B +$3.83B $24.06 618
2024 Q3 176M $8.64B +$603M $48.98 561
2024 Q2 167M $8.02B -$80.6M $48.13 570
2024 Q1 167M $8.09B -$1.36B $48.21 588
2023 Q4 195M $9.43B -$731M $48.45 575
2023 Q3 207M $9.92B -$1.77B $47.89 558
2023 Q2 243M $11.7B +$1.35B $48.06 563
2023 Q1 216M $10.5B +$2.83B $48.79 555
2022 Q4 159M $7.67B +$587M $48.24 550
2022 Q3 146M $7.04B +$711M $48.26 515
2022 Q2 131M $6.43B +$846M $49.19 513
2022 Q1 112M $5.55B -$693M $49.54 485
2021 Q4 127M $6.47B +$16.1M $50.85 511
2021 Q3 125M $6.4B +$121M $51.19 477
2021 Q2 122M $6.23B +$1.69B $51.22 464
2021 Q1 89.3M $4.59B -$188K $51.31 478
2020 Q4 87.8M $4.51B +$166M $51.39 484
2020 Q3 83.7M $4.31B +$214M $51.50 455
2020 Q2 79.5M $4.09B -$71M $51.63 449
2020 Q1 80.2M $4.15B +$1.18B $51.73 443
2019 Q4 58.1M $2.93B -$218M $50.48 412
2019 Q3 60.3M $3.05B -$286M $50.59 361
2019 Q2 66M $3.34B -$3.79M $50.59 337
2019 Q1 67.1M $3.37B +$980M $50.19 332
2018 Q4 45.8M $2.28B +$858M $49.91 296
2018 Q3 26.1M $1.29B +$184M $49.57 249
2018 Q2 21.8M $1.09B +$141M $49.74 232
2018 Q1 18.9M $943M +$141M $49.84 218
2017 Q4 16.2M $812M -$16M $50.03 207
2017 Q3 15.7M $792M +$186M $50.40 165
2017 Q2 12M $604M -$6.27M $50.42 161
2017 Q1 12.6M $635M +$176M $50.46 157
2016 Q4 9.02M $455M +$102M $50.42 136
2016 Q3 6.98M $354M +$15.7M $50.79 123
2016 Q2 6.73M $343M -$6.2M $50.96 121
2016 Q1 6.81M $346M -$5.28M $50.80 110
2015 Q4 6.84M $345M -$2.83M $50.44 99
2015 Q3 5.65M $287M +$74.2M $50.80 83
2015 Q2 4.17M $211M +$29.4M $50.71 68
2015 Q1 3.6M $183M -$24.7M $50.75 64
2014 Q4 4.08M $206M +$21.9M $50.58 61
2014 Q3 2.78M $141M +$7.26M $50.57 46
2014 Q2 2.64M $133M +$15.7M $50.62 39
2014 Q1 2.33M $118M +$12.5M $50.54 41