Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / 5 10YR CORP BD
-
Total 13F shares
-
3,977,167
-
Share change
-
+90,315
-
Total reported value
-
$91,359,942
-
Price per share
-
$22.97
-
Number of holders
-
43
-
Value change
-
+$2,069,782
-
Number of buys
-
22
-
Number of sells
-
19
Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,977,167 shares.
The largest 10 holders included
Bouchey Financial Group Ltd, WestHill Financial Advisors, Inc., Charles Schwab Trust Co, Kaizen Financial Strategies, White & Co Financial Planning Inc, MFG WEALTH MANAGEMENT, INC., Essex LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Avior Wealth Management, LLC, and AMERICAN NATIONAL BANK & TRUST.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 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.