Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Total 13F shares
-
40,624,952
-
Share change
-
+5,559,726
-
Total reported value
-
$912,373,910
-
Price per share
-
$22.46
-
Number of holders
-
211
-
Value change
-
+$125,336,041
-
Number of buys
-
120
-
Number of sells
-
81
Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q1 2025
As of 31 Mar 2025,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
211 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,624,952 shares.
The largest 10 holders included
RiverFront Investment Group, LLC, ENVESTNET ASSET MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS, RAYMOND JAMES FINANCIAL INC, ROYAL BANK OF CANADA, Bouchey Financial Group Ltd, BANK OF AMERICA CORP /DE/, San Luis Wealth Advisors LLC, Janney Montgomery Scott LLC, and L2 Asset Management, LLC.
This page lists
213
institutional shareholders reporting positions in this security
for the Q1 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.