Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
6,583,813
-
Share change
-
+68,855
-
Total reported value
-
$164,203,174
-
Price per share
-
$24.94
-
Number of holders
-
112
-
Value change
-
+$1,823,011
-
Number of buys
-
63
-
Number of sells
-
50
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q3 2025
As of 30 Sep 2025,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
112 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,583,813 shares.
The largest 10 holders included
Columbus Macro, LLC, Meridian Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, White Wing Wealth Management, Cetera Investment Advisers, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, Summit Financial, LLC, Modera Wealth Management, LLC, and SlateStone Wealth, LLC.
This page lists
112
institutional shareholders reporting positions in this security
for the Q3 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.