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Schwab 5-10 Year Corporate Bond ETF (SCHI) Institutional Ownership

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$43.74
-0.21 (-0.48%)
(As of 05/28/2024 ET)
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Institutional Ownership Changes (13F Filings) for Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$985.24M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$205.07M
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SCHI Institutional Buying and Selling by Quarter

Schwab 5-10 Year Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Investment Advisers83,243$3.70M0.0%N/A0.057%
5/20/2024 Adams Wealth Management18,239$811K0.2%+11.1%0.012%
5/17/2024 Semmax Financial Advisors Inc.121,634$5.32M1.7%+18.1%0.083%
5/17/2024 Comerica Bank26,646$1.19M0.0%N/A0.018%
5/16/2024 Jane Street Group LLC174,453$7.76M0.0%N/A0.119%
5/16/2024 FSA Wealth Management LLC977$43K0.0%N/A0.001%
5/16/2024 B. Riley Wealth Advisors Inc.51,155$2.16M0.0%-6.2%0.035%
5/14/2024 EP Wealth Advisors LLC7,713$343K0.0%+29.5%0.005%
5/11/2024 Patten & Patten Inc. TN5,891$262K0.0%N/A0.004%
5/9/2024 SageView Advisory Group LLC4,615$205K0.0%N/A0.003%
5/9/2024 Charles Schwab Investment Advisory Inc.111,203,789$4.95B6.8%+2.8%75.804%
5/7/2024 Meeder Asset Management Inc.8,462$376K0.0%-6.6%0.006%
5/7/2024 WealthPLAN Partners LLC11,803$525K0.1%-45.6%0.008%
5/7/2024 PFG Advisors22,323$993K0.1%-18.1%0.015%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,363$283K0.0%N/A0.004%
5/6/2024 Advisory Services Network LLC81,738$3.64M0.1%+8.8%0.056%
5/4/2024 Beacon Bridge Wealth Partners LLC28,949$1.29M0.6%+28.5%0.020%
5/2/2024 Mutual Advisors LLC41,649$1.85M0.1%+338.3%0.028%
5/2/2024 RiverFront Investment Group LLC3,863,892$171.90M4.8%N/A2.634%
5/2/2024 Schaeffer Financial LLC11,728$522K0.5%+11.8%0.008%
5/1/2024 Janney Montgomery Scott LLC480,300$21.37M0.1%+8,656.6%0.327%
5/1/2024 Source Financial Advisors LLC34,340$1.53M0.5%N/A0.023%
5/1/2024 BOK Financial Private Wealth Inc.3,715$165K0.0%N/A0.003%
5/1/2024 Sequoia Financial Advisors LLC7,915$352K0.0%-11.7%0.005%
5/1/2024 DecisionPoint Financial LLC76,247$3.30M1.3%-2.8%0.052%
4/30/2024 Mitchell Sinkler & Starr PA3,845$171K0.0%N/A0.003%
4/30/2024 WealthBridge Capital Management LLC6,642$296K0.1%N/A0.005%
4/30/2024 Delta Financial Group Inc.4,891$218K0.1%N/A0.003%
4/30/2024 Perigon Wealth Management LLC16,898$752K0.0%N/A0.012%
4/29/2024 Forthright Family Wealth Advisory LLC47,197$2.10M1.4%+7.5%0.032%
4/26/2024 UMB Bank n.a.2,599$116K0.0%N/A0.002%
4/26/2024 Prairiewood Capital LLC16,147$718K0.3%+64.3%0.011%
4/26/2024 MONECO Advisors LLC6,557$292K0.0%N/A0.005%
4/25/2024 TNF LLC16,925$733K0.3%-43.5%0.012%
4/25/2024 WestHill Financial Advisors Inc.245,439$10.92M2.7%+5.1%0.169%
4/24/2024 Pinnacle Wealth Management Group Inc.12,948$576K0.4%-90.4%0.009%
4/24/2024 Spire Wealth Management3,364$150K0.0%+464.4%0.002%
4/23/2024 Global Retirement Partners LLC2,324$103K0.0%-64.6%0.002%
4/23/2024 Rational Advisors LLC352,947$15.70M1.5%N/A0.243%
4/23/2024 Strategic Blueprint LLC38,478$1.71M0.1%-35.3%0.026%
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4/23/2024 Raymond James Financial Services Advisors Inc.96,669$4.30M0.0%+978.4%0.067%
4/22/2024 Nilsine Partners LLC34,295$1.53M0.2%-3.1%0.024%
4/22/2024 Horst & Graben Wealth Management LLC50,941$2.27M0.5%-63.4%0.035%
4/22/2024 Raymond James & Associates767,453$34.14M0.0%N/A0.528%
4/22/2024 Marmo Financial Group LLC140,246$6.24M3.8%N/A0.097%
4/19/2024 ZRC Wealth Management LLC4,398$196K0.1%N/A0.003%
4/16/2024 Transform Wealth LLC30,825$1.37M0.1%+4.6%0.021%
4/16/2024 Wealth Enhancement Advisory Services LLC160,676$7.15M0.0%+22.8%0.111%
4/15/2024 Signet Financial Management LLC67,119$2.99M0.4%+4.4%0.046%
4/12/2024 Charles Schwab Trust Co177,645$7.90M0.7%+37.9%0.122%
4/12/2024 Austin Private Wealth LLC36,760$1.62M0.2%-65.1%0.025%
4/12/2024 Harbor Investment Advisory LLC1,193$53K0.0%N/A0.001%
4/12/2024 Range Financial Group LLC6,685$297K0.2%N/A0.006%
4/12/2024 AdvisorNet Financial Inc6,377$284K0.0%-58.8%0.006%
4/11/2024 Security Financial Services INC.7,116$317K0.1%-75.0%0.006%
4/10/2024 American National Bank4,268$190K0.0%+279.0%0.004%
4/10/2024 Bank of New Hampshire40,801$1.82M0.5%+261.0%0.035%
4/10/2024 Clearview Wealth Advisors LLC11,040$491K0.5%+30.6%0.010%
3/15/2024 B. Riley Wealth Advisors Inc.54,526$2.45M0.1%+6.6%0.047%
2/28/2024 Forthright Family Wealth Advisory LLC43,918$1.97M1.5%N/A0.038%
2/28/2024 EP Wealth Advisors LLC5,956$268K0.0%+99.1%0.005%
2/13/2024 Beacon Bridge Wealth Partners LLC22,524$1.01M0.5%+350.4%0.020%
2/12/2024 Adams Wealth Management16,421$738K0.2%-27.6%0.014%
2/12/2024Focus Financial Network Inc. ADV25,957$1.17M0.0%N/A0.023%
2/9/2024 Advisory Services Network LLC75,126$3.38M0.1%+0.7%0.065%
2/9/2024 Orion Portfolio Solutions LLC14,660$653K0.0%N/A0.013%
2/8/2024 American National Bank1,126$51K0.0%+359.6%0.001%
2/8/2024 Kickstand Ventures LLC.17,529$788K0.2%-63.8%0.015%
2/8/2024 Campbell Wealth Management310,858$13.97M1.7%+1.6%0.270%
2/7/2024 Gratus Capital LLC22,275$1.00M0.1%N/A0.019%
2/7/2024 Theory Financial LLC5,336$240K0.1%N/A0.005%
2/7/2024 AlphaStar Capital Management LLC54,959$2.47M0.3%+8.9%0.048%
2/6/2024 Charles Schwab Investment Advisory Inc.108,134,344$4.86B7.0%+6.3%93.785%
2/6/2024 Charles Schwab Investment Management Inc.5,392,664$242.35M0.1%+5.7%4.677%
2/6/2024 Howe & Rusling Inc.1,386$62K0.0%-62.5%0.001%
2/2/2024 Bank of New Hampshire11,302$508K0.1%N/A0.010%
1/31/2024 WestHill Financial Advisors Inc.233,586$10.50M2.8%-1.5%0.203%
1/31/2024 DecisionPoint Financial LLC78,462$3.53M1.5%-0.4%0.068%
1/30/2024 Signet Financial Management LLC64,281$2.89M0.4%+9.7%0.056%
1/30/2024 TNF LLC29,974$1.34M0.5%+9.6%0.026%
1/29/2024 Horst & Graben Wealth Management LLC139,167$6.25M1.4%+12.4%0.121%
1/29/2024 Citizens National Bank Trust Department51,787$2.33M0.6%-0.7%0.045%
1/29/2024 Essex LLC52,060$2.34M0.6%N/A0.045%
1/29/2024 Sutton Place Investors LLC6,957$313K0.2%+13.9%0.006%
1/26/2024 McCarthy Grittinger Financial Group LLC1,559$70K0.0%-25.7%0.001%
1/26/2024 Sequoia Financial Advisors LLC8,959$403K0.0%-34.0%0.008%
1/25/2024 RFG Advisory LLC9,603$432K0.0%N/A0.008%
1/25/2024 Strategic Blueprint LLC59,430$2.67M0.2%+105.9%0.052%
1/25/2024 Meeder Asset Management Inc.9,064$407K0.0%N/A0.008%
1/25/2024 Firethorn Wealth Partners LLC7,335$330K0.2%+8.8%0.006%
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1/25/2024 Western Financial Corp CA8,572$385K0.3%+54.1%0.007%
1/24/2024 Prime Capital Investment Advisors LLC6,826$307K0.0%+14.3%0.006%
1/24/2024 Nilsine Partners LLC35,379$1.59M0.2%+1.7%0.031%
1/24/2024 Clear Creek Financial Management LLC7,509$337K0.1%N/A0.007%
1/22/2024 Mayflower Financial Advisors LLC22,922$1.03M0.1%+74.9%0.020%
1/19/2024 AdvisorNet Financial Inc15,495$696K0.1%+52.3%0.013%
1/19/2024 PFG Advisors27,266$1.23M0.1%+114.9%0.024%
1/19/2024 Patriot Financial Group Insurance Agency LLC9,701$436K0.1%+84.4%0.008%
1/19/2024 Van Strum & Towne Inc.12,947$584K0.2%+38.9%0.011%
1/18/2024 Global Retirement Partners LLC6,573$293K0.0%+25.2%0.006%
(Data available from 1/1/2016 forward)

SCHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHI shares?

During the previous two years, 142 institutional investors and hedge funds held shares of Schwab 5-10 Year Corporate Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($4.95B), Charles Schwab Investment Management Inc. ($242.35M), RiverFront Investment Group LLC ($171.90M), Raymond James & Associates ($34.14M), Janney Montgomery Scott LLC ($21.37M), Rational Advisors LLC ($15.70M), and Bouchey Financial Group Ltd ($15.37M).Learn more on SCHI's institutional investors.

Which institutional investors have been buying Schwab 5-10 Year Corporate Bond ETF stock?

Of the 137 institutional investors that purchased Schwab 5-10 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($115.54M), RiverFront Investment Group LLC ($3.86M), Charles Schwab Investment Management Inc. ($2.12M), Raymond James & Associates ($774.31K), Janney Montgomery Scott LLC ($480.48K), Rational Advisors LLC ($352.95K), and Bouchey Financial Group Ltd ($341.98K).

How much institutional buying is happening at Schwab 5-10 Year Corporate Bond ETF?

Institutional investors have bought a total of 127,312,899 shares in the last 24 months. This purchase volume represents approximately $5.67B in transactions.

Which Schwab 5-10 Year Corporate Bond ETF major shareholders have been selling company stock?

Of the 41 institutional investors that sold Schwab 5-10 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($4.36M), Charles Schwab Investment Management Inc. ($2.54M), Charles Schwab Trust Co ($190.29K), Pinnacle Wealth Management Group Inc. ($121.74K), Adams Wealth Management ($91.56K), Horst & Graben Wealth Management LLC ($88.23K), and Austin Private Wealth LLC ($68.58K).

How much institutional selling is happening at Schwab 5-10 Year Corporate Bond ETF?

Institutional investors have sold a total of 7,701,149 shares in the last 24 months. This volume of shares sold represents approximately $328.63M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 5/29/2024 by MarketBeat.com Staff

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