Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Number of holders
-
73
-
Total shares
-
4.27M
-
Shares change
-
+80K
-
Total reported value, excl. options
-
$105M
-
Value change
-
+$1.96M
-
Number of buys
-
35
-
Number of sells
-
-21
-
Price
-
$24.64
Significant Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q1 2025
76 filings reported holding SCHJ - SCHWAB STRATEGIC TR - 1 5YR CORP BD as of Q1 2025.
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) has 73 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.27M shares
.
Largest 10 shareholders include Columbus Macro, LLC (435K shares), ENVESTNET ASSET MANAGEMENT INC (394K shares), Cetera Investment Advisers (331K shares), White Wing Wealth Management (316K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (297K shares), Modera Wealth Management, LLC (206K shares), SlateStone Wealth, LLC (196K shares), LPL Financial LLC (157K shares), HM PAYSON & CO (150K shares), and VAN STRUM & TOWNE INC. (127K shares).
This table shows the top 73 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.