Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / 1 5YR CORP BD
-
Total 13F shares
-
8,093,305
-
Share change
-
+1,344,269
-
Total reported value
-
$201,532,665
-
Price per share
-
$24.90
-
Number of holders
-
123
-
Value change
-
+$33,471,953
-
Number of buys
-
64
-
Number of sells
-
43
Institutional Holders of SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - 1 5YR CORP BD (SCHJ) was held by
123 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,093,305 shares.
The largest 10 holders included
HARTLINE INVESTMENT CORP/, Columbus Macro, LLC, White Wing Wealth Management, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, SlateStone Wealth, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cape Investment Advisory, Inc., Meridian Wealth Management, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
123
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.