Security key
808524698
- Type / Class
- Equity / 5 10YR CORP BD
- Total 13F shares
- 50,466,605
- Share change
- +5,398,005
- Total reported value
- $1,144,601,970
- Price per share
- $22.68
- Number of holders
- 255
- Value change
- +$122,297,662
- Number of buys
- 148
- Number of sells
- 85
Report period
Q1 2026
Institutions
255
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524698
Recent filing periods:
Top shareholders of SCHI - SCHWAB STRATEGIC TR - 5 10YR CORP BD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) as of Q1 2026
As of 31 Mar 2026,
SCHWAB STRATEGIC TR - 5 10YR CORP BD (SCHI) was held by
255 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
50,466,605 shares.
The largest 10 holders included
CAPTRUST FINANCIAL ADVISORS, RiverFront Investment Group, LLC, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, AMERIPRISE FINANCIAL INC, Bouchey Financial Group Ltd, Permanens Capital L.P., L2 Asset Management, LLC, ROYAL BANK OF CANADA, and BANK OF AMERICA CORP /DE/.
This page lists
255
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
229
Q1 2026 holders
255
Holder diff
26
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.