Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / SHT TM US TRES
-
Number of holders
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426
-
Total shares
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92.9M
-
Shares change
-
+4.17M
-
Total reported value, excl. options
-
$2.27B
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Value change
-
+$94.7M
-
Number of buys
-
228
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Number of sells
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-183
-
Price
-
$24.34
Significant Holders of SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) as of Q1 2025
460 filings reported holding SCHO - SCHWAB STRATEGIC TR - SHT TM US TRES as of Q1 2025.
SCHWAB STRATEGIC TR - SHT TM US TRES (SCHO) has 426 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 92.9M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (21.5M shares), ENVESTNET ASSET MANAGEMENT INC (7.65M shares), Wealthfront Advisers LLC (3.92M shares), LPL Financial LLC (3.45M shares), West Coast Financial LLC (3.03M shares), MCF Advisors LLC (2.85M shares), PNC Financial Services Group, Inc. (2.71M shares), Clearwater Capital Advisors, LLC (2.47M shares), Moisand Fitzgerald Tamayo, LLC (2.09M shares), and Morningstar Investment Management LLC (1.97M shares).
This table shows the top 426 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.