SCHWAB 5-10 YEAR CORPORATE BOND ETF ETF is a security (CUSIP 808524698) tracked across SEC portfolio filings. 283 institutional managers reported $1.1B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.7M via N-PORT as of 2026-03-31.
Showing 15 of 283 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $193.4M | 8,527,007 |
| RiverFront Investment Group, LLC | RICHMOND, VA | $192.1M | 8,486,796 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $163.8M | 7,236,543 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $62.6M | 2,759,030 |
| Permanens Capital L.P. | New York, NY | $30.6M | 1,349,942 |
| L2 Asset Management, LLC | Wayland, MA | $29.8M | 1,313,035 |
| Bouchey Financial Group, Ltd. | TROY, NY | $26.1M | 1,153,981 |
| Royal Bank of Canada | TORONTO, A6 | $24.9M | 1,097,916 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $23.1M | 1,020,460 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $18.5M | 819,086 |
| WestHill Financial Advisors, Inc. | San Rafael, CA | $14.8M | 652,028 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $12.5M | 550,093 |
| Charles Schwab Trust Co | HENDERSON, NV | $11.8M | 520,480 |
| Christopher J. Hasenberg, Inc | EAU CLAIRE, WI | $11.6M | 511,211 |
| VAN STRUM & TOWNE INC. | SAN FRANCISCO, CA | $11.4M | 504,007 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Growth (70%-85%) RMS Fund | E-Valuator Funds Trust | $1.7M | 67.26% |