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

Schwab 5-10 Year Corporate Bond ETF logo
$22.62 -0.06 (-0.26%)
As of 07/3/2025 05:00 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)
176
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$24.22M
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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
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%
5/19/2025Client 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%
5/14/2025Andina Capital Management LLC155,324$3.49M2.5%-0.9%0.041%
5/13/2025Seek 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%
5/12/2025WealthPlan 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%
5/9/2025Blair William & Co. IL106,198$2.39M0.0%+159.5%0.028%
5/7/2025Patten & Patten Inc. TN13,443$302K0.0%+14.8%0.004%
5/7/2025Beacon 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%
5/7/2025Mitchell Sinkler & Starr PA9,290$209K0.1%-16.2%0.003%
5/7/2025White & 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%
5/6/2025Madden 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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5/6/2025Van 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%
5/5/2025IFP 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%
5/2/2025Forum 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%
5/1/2025Rational Advisors Inc.384,534$8.64M0.9%-8.8%0.107%
4/30/2025Allworth Financial LP2,764$62K0.0%+95.2%0.001%
4/30/2025Main Street Research LLC15,904$357K0.0%-3.0%0.004%
4/29/2025Envestnet Asset Management Inc.7,463,475$167.63M0.1%-0.6%2.084%
4/29/2025Bestgate Wealth Advisors LLC35,158$790K1.6%N/A0.010%
4/29/2025Harel Insurance Investments & Financial Services Ltd.24,031$540K0.0%N/A0.007%
4/28/2025Mutual Advisors LLC152,144$3.41M0.1%+22.5%0.042%
4/25/2025Prairiewood Capital LLC79,158$1.78M0.7%+14.4%0.022%
4/25/2025Morton Brown Family Wealth LLC9,891$222K0.1%-36.7%0.003%
4/25/2025Essex LLC104,470$2.35M0.5%-2.9%0.029%
4/25/2025Citizens National Bank Trust Department96,827$2.18M0.5%+2.3%0.027%
4/25/2025WealthBridge Capital Management LLC20,170$453K0.1%+5.7%0.006%
4/24/2025Money Concepts Capital Corp12,700$285K0.0%N/A0.004%
4/24/2025Bartlett & CO. Wealth Management LLC26,197$588K0.0%N/A0.007%
4/23/2025Creative Financial Designs Inc. ADV19,323$434K0.0%+27.4%0.005%
4/23/2025Sequoia Financial Advisors LLC21,470$482K0.0%+24.4%0.006%
4/23/2025Perigon Wealth Management LLC14,197$319K0.0%-7.9%0.004%
4/23/2025Clearview Wealth Advisors LLC9,506$214K0.2%-5.3%0.003%
4/23/2025EQ Wealth Advisors LLC7,776$175K0.1%-19.4%0.002%
4/23/2025Continuum Advisory LLC2,396$54K0.0%N/A0.001%
4/22/2025Cambridge Investment Research Advisors Inc.32,081$721K0.0%+6.4%0.009%
4/22/2025PFG Investments LLC10,474$235K0.0%+6.4%0.003%
4/21/2025Envestnet Portfolio Solutions Inc.12,817$288K0.0%N/A0.004%
4/21/2025WestHill Financial Advisors Inc.554,891$12.46M2.9%+12.5%0.155%
4/18/2025San Luis Wealth Advisors LLC835,253$18.76M4.0%-19.9%0.233%
4/17/2025Sowell Financial Services LLC9,892$222K0.0%-5.1%0.003%
4/17/2025Janney Montgomery Scott LLC834,587$18.75M0.1%-3.1%0.233%
4/16/2025Wealth Enhancement Advisory Services LLC56,952$1.28M0.0%-86.3%0.016%
4/15/2025Transform Wealth LLC33,420$751K0.0%-45.1%0.009%
4/15/2025Integral Investment Advisors Inc.49,245$1.11M0.4%+12.0%0.014%
4/15/2025Signet Financial Management LLC126,333$2.84M0.4%-10.1%0.035%
4/14/2025Capital Investment Advisors LLC9,260$208K0.0%N/A0.003%
4/14/2025Bank of New Hampshire119,752$2.69M0.7%+17.3%0.033%
4/10/2025Charles Schwab Trust Co447,004$10.04M0.8%+1.1%0.125%
4/9/2025ST Germain D J Co. Inc.4,430$100K0.0%N/A0.001%
4/9/2025American National Bank & Trust34,925$784K0.1%+13.5%0.010%
4/9/2025Kaizen Financial Strategies304,371$6.84M3.9%+9.6%0.085%
4/7/2025GAMMA Investing LLC2,044$46K0.0%N/A0.001%
3/24/2025Mascagni Wealth Management Inc.1,164$26K0.0%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC415,607$9.17M0.0%+106.0%0.117%
3/17/2025NorthCrest Asset Manangement LLC64,229$1.42M0.0%+99.1%0.018%
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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%
2/17/2025Kaizen 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%
(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, 242 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. ($167.63M), 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 238 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 ($5.70M), 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 45,901,288 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

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

Of the 49 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: Wealth Enhancement Advisory Services LLC ($358.66K), San Luis Wealth Advisors LLC ($207.96K), WT Wealth Management ($99.82K), Jane Street Group LLC ($67.59K), Envestnet Asset Management Inc. ($42.90K), Rational Advisors Inc. ($37.26K), and Strategic Blueprint LLC ($31.94K).

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

Institutional investors have sold a total of 1,077,518 shares in the last 24 months. This volume of shares sold represents approximately $24.22M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 7/5/2025 by MarketBeat.com Staff
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