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

Schwab 5-10 Year Corporate Bond ETF logo
$22.24 -0.06 (-0.27%)
Closing price 05/2/2025 04:10 PM Eastern
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$22.46 +0.22 (+0.99%)
As of 05/2/2025 07:12 PM Eastern
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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)
169
Total
Institutional Inflows
(last 12 months)
$738.52M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$22.11M
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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
5/2/2025Forum Financial Management LP11,211$252K0.0%N/A0.003%
5/2/2025Kingsview Wealth Management LLC10,949$246K0.0%N/A0.003%
5/2/2025DecisionPoint Financial LLC145,819$3.28M1.0%+7.8%0.041%
5/2/2025Larson Financial Group LLC10,090$227K0.0%-16.2%0.003%
5/1/2025 Rational Advisors Inc.384,534$8.64M0.9%-8.8%0.107%
4/30/2025 Allworth Financial LP2,764$62K0.0%+95.2%0.001%
4/30/2025 Main Street Research LLC15,904$357K0.0%-3.0%0.004%
4/29/2025 Envestnet Asset Management Inc.7,463,475$167.63M0.1%-0.6%2.084%
4/29/2025 Bestgate Wealth Advisors LLC35,158$790K1.6%N/A0.010%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.24,031$540K0.0%N/A0.007%
4/28/2025 Mutual Advisors LLC152,144$3.41M0.1%+22.5%0.042%
4/25/2025 Prairiewood Capital LLC79,158$1.78M0.7%+14.4%0.022%
4/25/2025 Morton Brown Family Wealth LLC9,891$222K0.1%-36.7%0.003%
4/25/2025 Essex LLC104,470$2.35M0.5%-2.9%0.029%
4/25/2025 Citizens National Bank Trust Department96,827$2.18M0.5%+2.3%0.027%
4/25/2025 WealthBridge Capital Management LLC20,170$453K0.1%+5.7%0.006%
4/24/2025 Money Concepts Capital Corp12,700$285K0.0%N/A0.004%
4/24/2025 Bartlett & CO. Wealth Management LLC26,197$588K0.0%N/A0.007%
4/23/2025 Creative Financial Designs Inc. ADV19,323$434K0.0%+27.4%0.005%
4/23/2025 Sequoia Financial Advisors LLC21,470$482K0.0%+24.4%0.006%
4/23/2025 Perigon Wealth Management LLC14,197$319K0.0%-7.9%0.004%
4/23/2025 Clearview Wealth Advisors LLC9,506$214K0.2%-5.3%0.003%
4/23/2025 EQ Wealth Advisors LLC7,776$175K0.1%-19.4%0.002%
4/23/2025 Continuum Advisory LLC2,396$54K0.0%N/A0.001%
4/22/2025 Cambridge Investment Research Advisors Inc.32,081$721K0.0%+6.4%0.009%
4/22/2025 PFG Investments LLC10,474$235K0.0%+6.4%0.003%
4/21/2025 Envestnet Portfolio Solutions Inc.12,817$288K0.0%N/A0.004%
4/21/2025 WestHill Financial Advisors Inc.554,891$12.46M2.9%+12.5%0.155%
4/18/2025 San Luis Wealth Advisors LLC835,253$18.76M4.0%-19.9%0.233%
4/17/2025 Sowell Financial Services LLC9,892$222K0.0%-5.1%0.003%
4/17/2025 Janney Montgomery Scott LLC834,587$18.75M0.1%-3.1%0.233%
4/16/2025 Wealth Enhancement Advisory Services LLC56,952$1.28M0.0%-86.3%0.016%
4/15/2025 Transform Wealth LLC33,420$751K0.0%-45.1%0.009%
4/15/2025 Integral Investment Advisors Inc.49,245$1.11M0.4%+12.0%0.014%
4/15/2025 Signet Financial Management LLC126,333$2.84M0.4%-10.1%0.035%
4/14/2025 Capital Investment Advisors LLC9,260$208K0.0%N/A0.003%
4/14/2025 Bank of New Hampshire119,752$2.69M0.7%+17.3%0.033%
4/10/2025 Charles Schwab Trust Co447,004$10.04M0.8%+1.1%0.125%
4/9/2025 ST Germain D J Co. Inc.4,430$100K0.0%N/A0.001%
4/9/2025 American National Bank & Trust34,925$784K0.1%+13.5%0.010%
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4/9/2025 Kaizen Financial Strategies304,371$6.84M3.9%+9.6%0.085%
4/7/2025 GAMMA Investing LLC2,044$46K0.0%N/A0.001%
3/24/2025 Mascagni Wealth Management Inc.1,164$26K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC415,607$9.17M0.0%+106.0%0.117%
3/17/2025 NorthCrest Asset Manangement LLC64,229$1.42M0.0%+99.1%0.018%
2/26/2025Sculati Wealth Management LLC22,205$490K0.2%N/A0.006%
2/25/2025B. Riley Wealth Advisors Inc.196,829$4.34M0.1%+39.3%0.056%
2/17/2025Waverly Advisors LLC39,522$872K0.0%+161.3%0.027%
2/17/2025Windsor Advisory Group LLC4,274$94K0.1%N/A0.003%
2/17/2025Vident Advisory LLC180,356$3.98M0.1%N/A0.122%
2/17/2025Royal Bank of Canada1,155,970$25.51M0.0%+100.8%0.785%
2/17/2025 Kaizen Financial Strategies277,829$6.13M3.5%+103.4%0.189%
2/17/2025EP Wealth Advisors LLC4,919$109K0.0%-60.0%0.003%
2/17/2025CoreCap Advisors LLC164,504$3.63M0.2%+575.8%0.112%
2/17/2025Cetera Investment Advisers196,840$4.34M0.0%+127.9%0.134%
2/17/2025Captrust Financial Advisors26,796$591K0.0%+127.8%0.018%
2/17/2025Bank of America Corp DE1,079,511$23.83M0.0%+98.8%0.733%
2/17/2025Ameriprise Financial Inc.362,612$8.00M0.0%+137.8%0.246%
2/17/2025Aptus Capital Advisors LLC6,532$144K0.0%+136.5%0.004%
2/17/2025Arrowroot Family Office LLC64,276$1.42M0.7%+129.5%0.044%
2/14/2025Mercer Global Advisors Inc. ADV30,593$675K0.0%+10.2%0.021%
2/14/2025Jane Street Group LLC34,453$760K0.0%+25.9%0.023%
2/14/2025Comerica Bank70,446$1.56M0.0%+109.3%0.048%
2/14/2025Capital Analysts LLC14,341$317K0.0%+57.2%0.010%
2/14/2025Stifel Financial Corp311,753$6.88M0.0%+110.1%0.212%
2/14/2025Tradition Wealth Management LLC14,860$328K0.0%+95.9%0.010%
2/14/2025GeoWealth Management LLC60,032$1.33M0.0%+97.0%0.041%
2/14/2025Adams Wealth Management76,853$1.70M0.3%+162.7%0.052%
2/13/2025NewEdge Advisors LLC5,968$132K0.0%+134.4%0.004%
2/13/2025CacheTech Inc.87,078$1.92M0.4%+197.7%0.059%
2/13/2025Madden Advisory Services Inc.93,801$2.07M1.0%+266.6%0.064%
2/13/2025CreativeOne Wealth LLC56,017$1.24M0.0%+391.0%0.038%
2/13/2025Mariner LLC182,462$4.03M0.0%+119.9%0.124%
2/13/2025Advisors Capital Management LLC59,915$1.32M0.0%+110.9%0.041%
2/13/2025Ceeto Capital Group LLC20,000$441K0.2%+100.0%0.014%
2/13/2025Rockefeller Capital Management L.P.15,042$332K0.0%N/A0.010%
2/13/2025Summit Financial Wealth Advisors LLC9,100$201K0.0%N/A0.006%
2/13/2025Raymond James Financial Inc.2,387,958$52.70M0.0%N/A1.622%
2/13/2025Advisory Services Network LLC295,653$6.53M0.1%+247.7%0.201%
2/13/2025Certior Financial Group LLC52,983$1.17M1.0%N/A0.036%
2/13/2025 Cerity Partners LLC11,192$247K0.0%-29.4%0.008%
2/13/2025Cascades Capital Asset Management LLC69,699$1.54M0.8%+237.2%0.047%
2/13/2025 Envestnet Asset Management Inc.7,506,378$165.67M0.1%+101.0%5.098%
2/12/2025OneAscent Financial Services LLC20,750$458K0.0%N/A0.014%
2/12/2025National Bank of Canada FI10,225$226K0.0%N/A0.007%
2/12/2025RiverFront Investment Group LLC8,158,176$180.05M4.1%+95.9%5.540%
2/12/2025Orion Portfolio Solutions LLC33,923$749K0.0%+68.7%0.023%
2/12/2025Blair William & Co. IL40,919$903K0.0%+22,260.1%0.028%
2/12/2025JPMorgan Chase & Co.260,936$5.76M0.0%+77.3%0.177%
2/11/2025LPL Financial LLC239,087$5.28M0.0%+178.5%0.162%
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2/11/20251620 Investment Advisors Inc.4,772$105K0.1%+100.0%0.003%
2/10/2025Signaturefd LLC4,549$100K0.0%+99.9%0.003%
2/10/2025Cibc World Markets Corp32,569$719K0.0%+39.9%0.022%
2/10/2025 Creative Financial Designs Inc. ADV15,164$335K0.0%+76.7%0.010%
2/10/2025Patten & Patten Inc. TN11,708$258K0.0%+100.0%0.008%
2/10/2025Harbour Investments Inc.14,024$310K0.0%+30.8%0.010%
2/10/2025Corient Private Wealth LLC13,950$308K0.0%+150.1%0.009%
2/10/2025Van Strum & Towne Inc.135,546$2.99M0.0%+222.6%0.092%
2/10/2025Valtinson Bruner Financial Planning LLC100,007$2.21M0.8%+218.5%0.068%
2/10/2025Commonwealth Equity Services LLC47,050$1.04M0.0%+130.8%0.032%
(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, 233 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 ($180.05M), Envestnet Asset Management Inc. ($167.63M), Campbell Wealth Management ($125.40M), Raymond James Financial Inc. ($52.70M), and Raymond James & Associates ($51.85M).Learn more on SCHI's institutional investors.

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

Of the 228 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 ($7.95M), Campbell Wealth Management ($5.71M), Raymond James Financial Inc. ($4.78M), Envestnet Asset Management Inc. ($4.36M), Charles Schwab Investment Management Inc. ($2.12M), and Raymond James & Associates ($1.13M).

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

Institutional investors have bought a total of 156,256,616 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

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

Of the 67 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), Wealth Enhancement Advisory Services LLC ($358.66K), San Luis Wealth Advisors LLC ($207.96K), Pinnacle Wealth Management Group Inc. ($121.74K), Horst & Graben Wealth Management LLC ($88.23K), Austin Private Wealth LLC ($68.58K), and Jane Street Group LLC ($67.59K).

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

Institutional investors have sold a total of 5,821,390 shares in the last 24 months. This volume of shares sold represents approximately $124.73M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 5/3/2025 by MarketBeat.com Staff
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