Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
6,456,792
-
Share change
-
-377,789
-
Total reported value
-
$160,148,776
-
Price per share
-
$24.81
-
Number of holders
-
120
-
Value change
-
-$9,254,188
-
Number of buys
-
54
-
Number of sells
-
54
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q2 2025
As of 30 Jun 2025,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
120 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,456,792 shares.
The largest 10 holders included
Columbus Macro, LLC, ENVESTNET ASSET MANAGEMENT INC, Meridian Wealth Management, LLC, White Wing Wealth Management, Cetera Investment Advisers, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, SlateStone Wealth, LLC, Modera Wealth Management, LLC, and AlphaStar Capital Management, LLC.
This page lists
121
institutional shareholders reporting positions in this security
for the Q2 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.