Security Snapshot

SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) Institutional Ownership

CUSIP: 808524698

13F Institutional Holders and Ownership History from Q4 2019 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

228

Shares (Excl. Options)

45,176,952

Price

$22.97

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Type / Class
Equity / 5 10YR CORP BD
Symbol
SCHI
Price per share
$22.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
45,176,952
Total reported value
$1,037,571,703
% of total 13F portfolios
0.01%
Share change
+1,628,761
Value change
+$37,287,906
Number of holders
228
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SCHI - SCHWAB STRATEGIC TR - 5 10YR CORP BD is tracked under CUSIP 808524698.
  • 228 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 228 to 46 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,037,571,703 to $93,812,830.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 228 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808524698?
CUSIP 808524698 identifies SCHI - SCHWAB STRATEGIC TR - 5 10YR CORP BD in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 228 institutional investors reported holding 45,176,952 shares of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI).

Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,131,054 $93,812,830 +$6,747,234 $22.68 46
2025 Q4 45,176,952 $1,037,571,703 +$37,287,906 $22.97 228
2025 Q3 44,217,657 $1,020,529,357 +$43,394,830 $23.08 221
2025 Q2 42,970,196 $977,891,232 +$47,322,849 $22.76 224
2025 Q1 40,624,952 $912,373,910 +$125,336,041 $22.46 211
2024 Q4 40,920,279 $903,139,021 +$438,326,951 $22.07 205
2024 Q3 18,321,236 $839,784,932 -$5,143,194,021 $46.16 182
2024 Q2 135,448,486 $5,973,598,067 +$18,592,591 $44.10 188
2024 Q1 133,907,213 $5,957,192,782 +$667,268,240 $44.49 183
2023 Q4 118,921,618 $5,344,194,279 +$316,443,655 $44.94 166
2023 Q3 111,823,671 $4,718,897,963 +$13,445,072 $42.20 149
2023 Q2 111,388,667 $4,906,681,333 +$127,249,291 $44.05 99
2023 Q1 108,496,283 $4,843,819,052 +$4,645,526,077 $44.64 52
2022 Q4 4,450,952 $191,837,013 -$115,514,362 $43.10 54
2022 Q3 7,055,205 $296,536,354 +$14,796,299 $42.03 53
2022 Q2 6,695,964 $298,506,787 +$62,286,470 $44.58 44
2022 Q1 5,292,958 $253,320,255 -$7,538,946 $47.86 40
2021 Q4 5,446,833 $281,377,480 +$56,105,660 $51.66 45
2021 Q3 4,342,810 $226,687,000 +$134,558 $52.20 44
2021 Q2 4,335,221 $227,859,000 -$21,907,605 $52.56 42
2021 Q1 4,764,699 $244,755,000 +$114,564,825 $51.36 65
2020 Q4 2,499,135 $134,050,000 +$7,191,489 $53.65 17
2020 Q3 2,364,893 $124,835,000 -$3,982,446 $52.78 15
2020 Q2 2,445,353 $127,964,000 +$10,696,966 $52.31 14
2020 Q1 2,246,445 $107,587,000 +$16,975,063 $47.90 11
2019 Q4 1,814,103 $90,832,000 +$90,832,000 $50.07 6