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

Schwab 5-10 Year Corporate Bond ETF logo
$22.20 +0.08 (+0.36%)
Closing price 05/22/2025 04:10 PM Eastern
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$22.20 0.00 (0.00%)
As of 05/22/2025 06:02 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)
175
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.2,929$66K0.0%+946.1%0.001%
5/20/2025 Integrity Alliance LLC.155,124$3.48M0.1%+67.6%0.041%
5/19/2025 Jane 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%
5/16/2025 Semmax Financial Advisors Inc.177,065$3.93M1.1%+4.3%0.047%
5/16/2025 Goldman Sachs Group Inc.49,945$1.12M0.0%+104.6%0.013%
5/16/2025 Pinnacle Family Advisors LLC48,108$1.08M0.6%+6.5%0.013%
5/15/2025 EP Wealth Advisors LLC7,207$162K0.0%+46.5%0.002%
5/15/2025 Royal Bank of Canada1,153,952$25.92M0.0%-0.2%0.307%
5/15/2025 Certior Financial Group LLC63,910$1.44M1.2%+20.6%0.017%
5/15/2025 OLD Mission Capital LLC18,982$426K0.0%N/A0.005%
5/15/2025 Vident Advisory LLC230,094$5.17M0.1%+27.6%0.061%
5/14/2025 CreativeOne Wealth LLC66,571$1.50M0.0%+18.8%0.018%
5/14/2025 Jane Street Group LLC7,677,664$172.44M0.0%+22,184.5%2.045%
5/14/2025 Comerica Bank73,277$1.65M0.0%+4.0%0.020%
5/14/2025 Northwestern Mutual Wealth Management Co.21,479$482K0.0%+148.8%0.006%
5/14/2025 CW 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%
5/13/2025 Raymond James Financial Inc.2,386,907$53.61M0.0%0.0%0.636%
5/13/2025 HighTower Advisors LLC119,451$2.68M0.0%+10.8%0.032%
5/12/2025 National 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%
5/9/2025 Bouchey Financial Group Ltd1,132,577$25.44M2.3%+4.8%0.302%
5/9/2025 Earned 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%
5/7/2025 LPL 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%
5/6/2025 Assetmark Inc.95,832$2.15M0.0%+53.0%0.027%
5/6/2025 Cetera Investment Advisers208,579$4.69M0.0%+6.0%0.058%
5/6/2025 Avantax Advisory Services Inc.11,428$257K0.0%N/A0.003%
5/6/2025 AE 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%
5/6/2025 PFG Advisors12,459$280K0.0%-5.5%0.003%
5/6/2025 Van Strum & Towne Inc.143,119$3.21M1.1%+5.6%0.040%
5/6/2025 WT Wealth Management348,195$7.82M2.5%-22.3%0.097%
5/5/2025 IFP Advisors Inc7,127$160K0.0%+114.5%0.002%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
5/5/2025 OneAscent Financial Services LLC21,578$485K0.0%+4.0%0.006%
5/5/2025 Transce3nd LLC1,351$30K0.0%N/A0.000%
5/2/2025 Forum Financial Management LP11,211$252K0.0%N/A0.003%
5/2/2025 Kingsview Wealth Management LLC10,949$246K0.0%N/A0.003%
5/2/2025 DecisionPoint Financial LLC145,819$3.28M1.0%+7.8%0.041%
5/2/2025 Larson 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%
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%
2/26/2025 Sculati 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%
2/17/2025 Waverly Advisors LLC39,522$872K0.0%+161.3%0.027%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/17/2025 Windsor Advisory Group LLC4,274$94K0.1%N/A0.003%
2/17/2025 Vident Advisory LLC180,356$3.98M0.1%N/A0.122%
2/17/2025 Royal 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%
2/17/2025 EP Wealth Advisors LLC4,919$109K0.0%-60.0%0.003%
2/17/2025 CoreCap Advisors LLC164,504$3.63M0.2%+575.8%0.112%
2/17/2025 Cetera Investment Advisers196,840$4.34M0.0%+127.9%0.134%
2/17/2025 Captrust Financial Advisors26,796$591K0.0%+127.8%0.018%
2/17/2025 Bank of America Corp DE1,079,511$23.83M0.0%+98.8%0.733%
2/17/2025 Ameriprise Financial Inc.362,612$8.00M0.0%+137.8%0.246%
(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 SCHI's institutional investors.

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

Of the 238 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: 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 68,119,264 shares in the last 24 months. This purchase volume represents approximately $1.52B in transactions.

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

Of the 75 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), WT Wealth Management ($99.82K), 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 5,911,310 shares in the last 24 months. This volume of shares sold represents approximately $126.76M in transactions.



This page (NYSEARCA:SCHI) was last updated on 5/23/2025 by MarketBeat.com Staff
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