CUSIP 8085247141 5YR CORP BDSCHJQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
123 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hartline Investment Corp/ | 577.3K | $14.37M | +558.7K | Added |
| 2 | Columbus Macro, LLC | 446.3K | $11.11M | +12.8K | Added |
| 3 | White Wing Wealth Management | 426.7K | $10.63M | +81.7K | Added |
| 4 | Envestnet Asset Management Inc | 401.0K | $9.99M |
| +23.3K |
| Added |
| 5 | Cetera Investment Advisers | 386.2K | $9.62M | +51.2K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 331.3K | $8.26M | +16.2K | Added |
| 7 | Cape Investment Advisory, Inc. | 324.4K | $8.08M | +324.4K | New |
| 8 | Meridian Wealth Management, LLC | 294.7K | $7.34M | −101.2K | Reduced |
| 9 | Bank Of America Corp /De/ | 277.4K | $6.91M | +12.5K | Added |
| 10 | Sightline Wealth Advisors, LLC | 250.2K | $6.23M | +110.8K | Added |
See every fund holding Schwab Strategic Tr, with full quarter-over-quarter share changes.
Unlock all holders