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

Schwab 5-10 Year Corporate Bond ETF logo
$23.06 -0.04 (-0.17%)
Closing price 10/3/2025 04:10 PM Eastern
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$23.10 +0.04 (+0.15%)
As of 10/3/2025 07:29 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)
197
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$42.42M
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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
10/2/2025 Bank of New Hampshire173,258$4.00M0.9%+27.2%0.044%
9/26/2025Corient Private Wealth LLC16,106$367K0.0%+8.1%0.004%
9/10/2025WT Wealth Management338,085$7.70M2.3%-2.9%0.086%
9/4/2025Osaic Holdings Inc.39,259$893K0.0%+67.5%0.010%
8/22/2025TT Capital Management LLC39,928$891K0.3%N/A0.010%
8/19/2025Advisory Services Network LLC344,537$7.82M0.1%+10.5%0.087%
8/15/2025Asset Allocation Strategies LLC20,630$470K0.1%-2.6%0.005%
8/15/2025Semmax Financial Advisors Inc.181,557$4.13M1.1%+2.5%0.046%
8/15/2025Corient Private Wealth LLC37,984$865K0.0%+154.8%0.010%
8/15/2025Captrust Financial Advisors7,243,804$164.87M0.4%+14.4%1.834%
8/15/2025WFA of San Diego LLC96,730$2.20M1.6%N/A0.024%
8/15/2025Vident Advisory LLC313,031$7.13M0.1%+36.0%0.079%
8/15/2025Bank of America Corp DE1,072,477$24.41M0.0%-0.9%0.272%
8/15/2025Ameriprise Financial Inc.376,683$8.57M0.0%+58.7%0.095%
8/14/2025Raymond James Financial Inc.2,481,036$56.47M0.0%+3.9%0.628%
8/14/2025Peapack Gladstone Financial Corp9,332$212K0.0%N/A0.002%
8/14/2025NewEdge Advisors LLC10,040$229K0.0%+69.1%0.003%
8/14/2025DecisionPoint Financial LLC128,121$2.90M0.7%-12.1%0.032%
8/14/2025L2 Asset Management LLC651,801$14.84M2.4%+2.6%0.165%
8/13/2025Flow Traders U.S. LLC165,144$3.76M0.1%+1,039.8%0.042%
8/13/2025GeoWealth Management LLC56,795$1.29M0.1%-3.7%0.014%
8/13/2025Lido Advisors LLC18,198$414K0.0%N/A0.005%
8/13/2025Northwestern Mutual Wealth Management Co.22,098$503K0.0%+2.9%0.006%
8/12/2025J.W. Cole Advisors Inc.14,391$328K0.0%N/A0.004%
8/12/2025RiverFront Investment Group LLC8,366,590$190.42M3.7%-1.0%2.118%
8/12/2025XTX Topco Ltd8,847$201K0.0%N/A0.002%
8/12/2025CreativeOne Wealth LLC62,636$1.43M0.0%-5.9%0.016%
8/12/2025JPMorgan Chase & Co.219,592$5.00M0.0%-14.5%0.056%
8/12/2025Howe & Rusling Inc.17,125$390K0.0%+175.9%0.004%
8/11/2025Pin Oak Investment Advisors Inc.3,958$88K0.1%N/A0.001%
8/8/2025Kingsview Wealth Management LLC13,084$298K0.0%+19.5%0.003%
8/8/2025Sculati Wealth Management LLC50,258$1.14M0.4%-40.0%0.013%
8/8/2025Cetera Investment Advisers209,045$4.76M0.0%+0.2%0.053%
8/8/2025Creative Planning77,651$1.77M0.0%+8.6%0.020%
8/8/2025Kaizen Financial Strategies313,304$7.13M3.6%+2.9%0.079%
8/8/2025Bouchey Financial Group Ltd1,268,234$28.87M2.4%+12.0%0.321%
8/7/2025Allworth Financial LP1,990$45K0.0%-28.0%0.001%
8/6/2025AE Wealth Management LLC4,619$105K0.0%+27.2%0.001%
8/6/2025Savant Capital LLC61,303$1.40M0.0%-9.5%0.016%
8/5/2025Arrowroot Family Office LLC111,809$2.55M1.1%N/A0.028%
8/5/2025Main Street Research LLC26,009$592K0.0%+63.5%0.007%
8/5/2025Bank of Montreal Can1,570$36K0.0%+78.4%0.000%
8/5/2025Harel Insurance Investments & Financial Services Ltd.27,638$629K0.0%+15.0%0.007%
8/4/2025AlphaStar Capital Management LLC203,747$4.64M0.3%N/A0.052%
8/4/2025Integrity Alliance LLC.68,989$1.57M0.1%-55.5%0.017%
8/4/2025Creative Financial Designs Inc. ADV24,658$561K0.0%+27.6%0.006%
8/4/2025Kovack Advisors Inc.8,829$201K0.0%N/A0.002%
8/4/2025Atria Investments Inc111,243$2.53M0.0%-14.9%0.028%
8/4/2025Savvy Advisors Inc.9,999$228K0.0%N/A0.003%
8/4/2025Assetmark Inc.91,845$2.09M0.0%-4.2%0.023%
8/4/2025HBK Sorce Advisory LLC9,410$214K0.0%N/A0.002%
8/4/2025Hantz Financial Services Inc.1,568$36K0.0%N/A0.000%
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%
7/31/2025Guardian Financial Partners LLC10,535$240K0.1%+5.1%0.003%
7/31/2025Rational Advisors Inc.551,209$12.55M1.2%+43.3%0.142%
7/31/2025Moser Wealth Advisors LLC1,431$33K0.0%N/A0.000%
7/30/2025Strategic Blueprint LLC9,412$214K0.0%N/A0.002%
7/30/2025Brookstone Capital Management19,085$434K0.0%N/A0.005%
7/28/2025Rosenberg Matthew Hamilton34,909$795K0.2%+745.0%0.009%
7/28/2025Mutual Advisors LLC165,888$3.76M0.1%+9.0%0.043%
7/28/2025Essex LLC173,710$3.95M0.8%+66.3%0.045%
7/28/2025Harbour Investments Inc.6,634$151K0.0%-51.9%0.002%
7/25/2025NorthRock Partners LLC9,047$206K0.0%+258.2%0.002%
7/25/2025Envestnet Portfolio Solutions Inc.13,484$307K0.0%+5.2%0.003%
7/25/2025Sequoia Financial Advisors LLC15,740$358K0.0%-26.7%0.004%
7/25/2025Mitchell Sinkler & Starr PA11,765$268K0.1%+26.6%0.003%
7/25/2025Concurrent Investment Advisors LLC13,596$309K0.0%N/A0.004%
7/25/2025Van Strum & Towne Inc.146,398$3.33M1.1%+2.3%0.038%
7/24/2025Beacon Bridge Wealth Partners LLC120,656$2.75M1.1%-5.3%0.031%
7/24/2025IFP Advisors Inc10,911$248K0.0%+53.1%0.003%
7/24/2025Blair William & Co. IL135,174$3.08M0.0%+27.3%0.035%
7/24/2025Copperwynd Financial LLC9,959$227K0.1%N/A0.003%
7/23/2025Citizens National Bank Trust Department95,779$2.18M0.4%-1.1%0.025%
7/23/2025Madden Advisory Services Inc.141,040$3.21M1.4%+10.3%0.037%
7/22/2025Berkshire Money Management Inc.1,699$39K0.0%N/A0.000%
7/22/2025DAVENPORT & Co LLC22,770$518K0.0%-4.3%0.006%
7/21/2025Andina Capital Management LLC133,495$3.04M2.1%-14.1%0.035%
7/21/2025Ameritas Advisory Services LLC5,479$125K0.0%N/A0.001%
7/18/2025Client 1ST Advisory Group LLC11,000$250K0.1%-7.9%0.003%
7/18/2025Bartlett & CO. Wealth Management LLC4,504$103K0.0%-82.8%0.001%
7/18/2025Truist Financial Corp260,865$5.94M0.0%-6.8%0.068%
7/17/2025Capital Investment Advisors LLC12,178$277K0.0%+31.5%0.003%
7/17/2025Janney Montgomery Scott LLC832,249$18.94M0.0%-0.3%0.217%
7/17/2025Global Trust Asset Management LLC15,500$353K0.2%N/A0.004%
7/17/2025San Luis Wealth Advisors LLC656,737$14.95M3.2%-21.4%0.171%
7/17/2025Charles Schwab Trust Co430,440$9.80M0.7%-3.7%0.112%
7/16/2025Prairiewood Capital LLC100,984$2.30M0.9%+27.6%0.026%
7/16/2025Signaturefd LLC3,655$83K0.0%-19.7%0.001%
7/16/2025American National Bank & Trust52,372$1.19M0.1%+50.0%0.014%
7/15/2025Signet Financial Management LLC10,281$234K0.0%-91.9%0.003%
7/15/2025Christensen King & Associates Investment Services Inc.24,239$552K0.3%+2.8%0.006%
7/14/2025Seek First Inc.184,788$4.21M3.4%+11.0%0.048%
7/14/2025Hoey Investments Inc.2,040$46K0.0%N/A0.001%
7/14/2025Flagstar Advisors Inc.26,126$595K0.2%-18.1%0.007%
7/14/2025Sowell Financial Services LLC9,108$207K0.0%-7.9%0.002%
7/10/2025Wealth Enhancement Advisory Services LLC53,882$1.22M0.0%-5.4%0.014%
7/10/2025Signal Advisors Wealth LLC11,512$262K0.0%N/A0.003%
7/9/2025 Bank of New Hampshire136,172$3.10M0.8%+13.7%0.036%
7/9/2025Pacific Capital Wealth Advisors Inc.24,761$559K0.1%-32.0%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, 258 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 ($190.42M), Jane Street Group LLC ($172.44M), Envestnet Asset Management Inc. ($166.97M), Captrust Financial Advisors ($164.87M), and Campbell Wealth Management ($125.40M).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 254 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. ($9.49M), RiverFront Investment Group LLC ($7.95M), Campbell Wealth Management ($5.69M), Raymond James Financial Inc. ($4.87M), Envestnet Asset Management Inc. ($4.22M), 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 48,152,960 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

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

Of the 62 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 ($109.93K), RiverFront Investment Group LLC ($87.53K), and Integrity Alliance LLC. ($86.14K).

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

Institutional investors have sold a total of 1,874,969 shares in the last 24 months. This volume of shares sold represents approximately $42.42M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 10/5/2025 by MarketBeat.com Staff
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