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

Schwab 5-10 Year Corporate Bond ETF logo
$22.79 +0.09 (+0.40%)
Closing price 08/1/2025 04:10 PM Eastern
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$22.74 -0.05 (-0.24%)
As of 08/1/2025 07:58 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)
184
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$35.75M
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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
8/1/2025SYM FINANCIAL Corp1,862$42K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.7,336,297$166.97M0.0%-1.7%1.896%
7/31/2025 Guardian Financial Partners LLC10,535$240K0.1%+5.1%0.003%
7/31/2025 Rational Advisors Inc.551,209$12.55M1.2%+43.3%0.142%
7/31/2025 Moser Wealth Advisors LLC1,431$33K0.0%N/A0.000%
7/30/2025 Strategic Blueprint LLC9,412$214K0.0%N/A0.002%
7/30/2025 Brookstone Capital Management19,085$434K0.0%N/A0.005%
7/28/2025 Rosenberg Matthew Hamilton34,909$795K0.2%+745.0%0.009%
7/28/2025 Mutual Advisors LLC165,888$3.76M0.1%+9.0%0.043%
7/28/2025 Essex LLC173,710$3.95M0.8%+66.3%0.045%
7/28/2025 Harbour Investments Inc.6,634$151K0.0%-51.9%0.002%
7/25/2025 NorthRock Partners LLC9,047$206K0.0%+258.2%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.13,484$307K0.0%+5.2%0.003%
7/25/2025 Sequoia Financial Advisors LLC15,740$358K0.0%-26.7%0.004%
7/25/2025 Mitchell Sinkler & Starr PA11,765$268K0.1%+26.6%0.003%
7/25/2025 Concurrent Investment Advisors LLC13,596$309K0.0%N/A0.004%
7/25/2025 Van Strum & Towne Inc.146,398$3.33M1.1%+2.3%0.038%
7/24/2025 Beacon Bridge Wealth Partners LLC120,656$2.75M1.1%-5.3%0.031%
7/24/2025 IFP Advisors Inc10,911$248K0.0%+53.1%0.003%
7/24/2025 Blair William & Co. IL135,174$3.08M0.0%+27.3%0.035%
7/24/2025 Copperwynd Financial LLC9,959$227K0.1%N/A0.003%
7/23/2025 Citizens National Bank Trust Department95,779$2.18M0.4%-1.1%0.025%
7/23/2025 Madden Advisory Services Inc.141,040$3.21M1.4%+10.3%0.037%
7/22/2025 Berkshire Money Management Inc.1,699$39K0.0%N/A0.000%
7/22/2025 DAVENPORT & Co LLC22,770$518K0.0%-4.3%0.006%
7/21/2025 Andina Capital Management LLC133,495$3.04M2.1%-14.1%0.035%
7/21/2025 Ameritas Advisory Services LLC5,479$125K0.0%N/A0.001%
7/18/2025 Client 1ST Advisory Group LLC11,000$250K0.1%-7.9%0.003%
7/18/2025 Bartlett & CO. Wealth Management LLC4,504$103K0.0%-82.8%0.001%
7/18/2025 Truist Financial Corp260,865$5.94M0.0%-6.8%0.068%
7/17/2025 Capital Investment Advisors LLC12,178$277K0.0%+31.5%0.003%
7/17/2025 Janney Montgomery Scott LLC832,249$18.94M0.0%-0.3%0.217%
7/17/2025 Global Trust Asset Management LLC15,500$353K0.2%N/A0.004%
7/17/2025 San Luis Wealth Advisors LLC656,737$14.95M3.2%-21.4%0.171%
7/17/2025 Charles Schwab Trust Co430,440$9.80M0.7%-3.7%0.112%
7/16/2025 Prairiewood Capital LLC100,984$2.30M0.9%+27.6%0.026%
7/16/2025 Signaturefd LLC3,655$83K0.0%-19.7%0.001%
7/16/2025 American National Bank & Trust52,372$1.19M0.1%+50.0%0.014%
7/15/2025 Signet Financial Management LLC10,281$234K0.0%-91.9%0.003%
7/15/2025 Christensen King & Associates Investment Services Inc.24,239$552K0.3%+2.8%0.006%
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7/14/2025 Seek First Inc.184,788$4.21M3.4%+11.0%0.048%
7/14/2025 Hoey Investments Inc.2,040$46K0.0%N/A0.001%
7/14/2025 Flagstar Advisors Inc.26,126$595K0.2%-18.1%0.007%
7/14/2025 Sowell Financial Services LLC9,108$207K0.0%-7.9%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC53,882$1.22M0.0%-5.4%0.014%
7/10/2025 Signal Advisors Wealth LLC11,512$262K0.0%N/A0.003%
7/9/2025 Bank of New Hampshire136,172$3.10M0.8%+13.7%0.036%
7/9/2025 Pacific Capital Wealth Advisors Inc.24,761$559K0.1%-32.0%0.006%
7/9/2025 Christopher J. Hasenberg Inc511,211$11.64M4.3%N/A0.133%
7/9/2025 WestHill Financial Advisors Inc.556,055$12.66M2.7%+0.2%0.145%
6/27/2025Goldman Sachs Group Inc.49,945$1.12M0.0%+104.6%0.013%
6/17/2025Howe & Rusling Inc.6,208$139K0.0%+603.9%0.002%
5/27/2025Advisors Capital Management LLC62,192$1.40M0.0%+3.8%0.017%
5/21/2025Geneos Wealth Management Inc.2,929$66K0.0%+946.1%0.001%
5/20/2025Integrity Alliance LLC.155,124$3.48M0.1%+67.6%0.041%
5/19/2025Jane Street Group LLC7,677,664$172.44M0.0%+22,184.5%2.045%
5/19/2025 Client 1ST Advisory Group LLC11,938$268K0.1%-7.9%0.003%
5/16/2025Semmax Financial Advisors Inc.177,065$3.93M1.1%+4.3%0.047%
5/16/2025Goldman Sachs Group Inc.49,945$1.12M0.0%+104.6%0.013%
5/16/2025Pinnacle Family Advisors LLC48,108$1.08M0.6%+6.5%0.013%
5/15/2025EP Wealth Advisors LLC7,207$162K0.0%+46.5%0.002%
5/15/2025Royal Bank of Canada1,153,952$25.92M0.0%-0.2%0.307%
5/15/2025Certior Financial Group LLC63,910$1.44M1.2%+20.6%0.017%
5/15/2025OLD Mission Capital LLC18,982$426K0.0%N/A0.005%
5/15/2025Vident Advisory LLC230,094$5.17M0.1%+27.6%0.061%
5/14/2025CreativeOne Wealth LLC66,571$1.50M0.0%+18.8%0.018%
5/14/2025Jane Street Group LLC7,677,664$172.44M0.0%+22,184.5%2.045%
5/14/2025Comerica Bank73,277$1.65M0.0%+4.0%0.020%
5/14/2025Northwestern Mutual Wealth Management Co.21,479$482K0.0%+148.8%0.006%
5/14/2025CW Advisors LLC20,813$466K0.0%N/A0.006%
5/14/2025 Andina Capital Management LLC155,324$3.49M2.5%-0.9%0.041%
5/13/2025 Seek First Inc.166,482$3.74M3.3%N/A0.044%
5/13/2025Raymond James Financial Inc.2,386,907$53.61M0.0%0.0%0.636%
5/13/2025HighTower Advisors LLC119,451$2.68M0.0%+10.8%0.032%
5/12/2025National Bank of Canada FI12,807$286K0.0%+25.3%0.003%
5/12/2025 WealthPlan Investment Management LLC17,819$400K0.0%-6.1%0.005%
5/9/2025Bouchey Financial Group Ltd1,132,577$25.44M2.3%+4.8%0.302%
5/9/2025Earned Wealth Advisors LLC23,280$523K0.1%N/A0.006%
5/9/2025 Blair William & Co. IL106,198$2.39M0.0%+159.5%0.028%
5/7/2025 Patten & Patten Inc. TN13,443$302K0.0%+14.8%0.004%
5/7/2025 Beacon Bridge Wealth Partners LLC127,474$2.86M1.2%+1.0%0.036%
5/7/2025LPL Financial LLC314,553$7.07M0.0%+31.6%0.088%
5/7/2025 Mitchell Sinkler & Starr PA9,290$209K0.1%-16.2%0.003%
5/7/2025 White & Co Financial Planning Inc326,399$7.32M6.3%-0.3%0.091%
5/6/2025Assetmark Inc.95,832$2.15M0.0%+53.0%0.027%
5/6/2025Cetera Investment Advisers208,579$4.69M0.0%+6.0%0.058%
5/6/2025Avantax Advisory Services Inc.11,428$257K0.0%N/A0.003%
5/6/2025AE Wealth Management LLC3,630$82K0.0%-42.8%0.001%
5/6/2025 Madden Advisory Services Inc.127,823$2.87M1.3%+36.3%0.036%
5/6/2025PFG Advisors12,459$280K0.0%-5.5%0.003%
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5/6/2025 Van Strum & Towne Inc.143,119$3.21M1.1%+5.6%0.040%
5/6/2025WT Wealth Management348,195$7.82M2.5%-22.3%0.097%
5/5/2025 IFP Advisors Inc7,127$160K0.0%+114.5%0.002%
5/5/2025OneAscent Financial Services LLC21,578$485K0.0%+4.0%0.006%
5/5/2025Transce3nd LLC1,351$30K0.0%N/A0.000%
5/2/2025 Forum 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%
(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, 250 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), Jane Street Group LLC ($172.44M), Envestnet Asset Management Inc. ($166.97M), Campbell Wealth Management ($125.40M), and Raymond James Financial Inc. ($53.61M).Learn more on Schwab 5-10 Year Corporate Bond ETF's institutional investors.

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

Of the 246 institutional investors that purchased Schwab 5-10 Year Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($15.47M), Charles Schwab Investment Advisory Inc. ($11.43M), RiverFront Investment Group LLC ($7.95M), Campbell Wealth Management ($5.69M), Raymond James Financial Inc. ($4.78M), Envestnet Asset Management Inc. ($4.36M), and Charles Schwab Investment Management Inc. ($2.12M).

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

Institutional investors have bought a total of 46,617,441 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 52 institutional investors that sold Schwab 5-10 Year Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: San Luis Wealth Advisors LLC ($386.47K), Wealth Enhancement Advisory Services LLC ($361.73K), Envestnet Asset Management Inc. ($170.08K), Signet Financial Management LLC ($130.20K), WT Wealth Management ($99.82K), Jane Street Group LLC ($67.59K), and Truist Financial Corp ($37.59K).

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

Institutional investors have sold a total of 1,582,457 shares in the last 24 months. This volume of shares sold represents approximately $35.75M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 8/2/2025 by MarketBeat.com Staff
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