Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Total 13F shares
-
42,970,196
-
Share change
-
+2,070,072
-
Total reported value
-
$977,891,232
-
Price per share
-
$22.76
-
Number of holders
-
224
-
Value change
-
+$47,322,849
-
Number of buys
-
119
-
Number of sells
-
99
Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q2 2025
As of 30 Jun 2025,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
224 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
42,970,196 shares.
The largest 10 holders included
RiverFront Investment Group, LLC, ENVESTNET ASSET MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS, RAYMOND JAMES FINANCIAL INC, Bouchey Financial Group Ltd, Royal Bank of Canada, BANK OF AMERICA CORP /DE/, Janney Montgomery Scott LLC, San Luis Wealth Advisors LLC, and L2 Asset Management, LLC.
This page lists
226
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.