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

Schwab 5-10 Year Corporate Bond ETF logo
$22.29 -0.02 (-0.09%)
As of 10:28 AM 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)
157
Total
Institutional Inflows
(last 12 months)
$166.26M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$31.59M
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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
8/12/2026 Compass Financial Management LLC17,761$402K0.0%N/A0.003%
7/10/2026 Charles Schwab Trust Co520,480$11.78M0.7%+1.8%0.101%
7/9/2026 Worth Asset Management LLC54,856$1.24M0.4%+12.1%0.011%
7/8/2026 MFG Wealth Management Inc.138,562$3.14M2.2%+4.4%0.027%
7/7/2026 Integral Investment Advisors Inc.78,315$1.77M0.4%+16.4%0.015%
7/7/2026 CoreCap Advisors LLC39,305$890K0.0%-40.2%0.008%
7/6/2026 Trilogy Capital Inc.10,568$239K0.0%-59.5%0.002%
6/3/2026 NewEdge Advisors LLC23,233$527K0.0%-21.8%0.005%
5/19/2026GTS Financial LLC10,835$243K0.2%N/A0.002%
5/19/2026Bank of America Corp DE1,020,460$23.14M0.0%-5.0%0.218%
5/18/2026Royal Bank of Canada1,097,916$24.90M0.0%+1.0%0.234%
5/16/2026Quantinno Capital Management LP9,385$213K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC22,424$509K0.0%-20.8%0.005%
5/14/2026RMG Wealth Management LLC5,102$116K0.0%N/A0.001%
5/13/2026 Cetera Investment Advisers282,903$6.42M0.0%+9.5%0.060%
5/8/2026 Cassaday & Co Wealth Management LLC3,717$84K0.0%N/A0.001%
5/7/2026 Van Strum & Towne Inc.508,475$11.53M3.4%+2.6%0.109%
5/7/2026 Spartan Wealth Advisory Services LLC15,935$361K0.0%N/A0.003%
5/7/2026 White & Co Financial Planning Inc377,803$8.57M6.0%+11.2%0.081%
5/6/2026 Assetmark Inc.40,327$915K0.0%-27.5%0.009%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.34,314$778K0.0%+24.3%0.007%
5/5/2026 SouthState Bank Corp10,158$230K0.0%N/A0.002%
5/5/2026Sanctuary Advisors LLC108,812$2.47M0.0%+2.0%0.023%
5/5/2026 Sigma Planning Corp30,863$700K0.0%N/A0.007%
5/4/2026 Citizens National Bank Trust Department94,801$2.15M0.4%+1.4%0.020%
5/1/2026 Kaizen Financial Strategies368,644$8.40M3.7%+5.8%0.079%
5/1/2026 Fifth Third Bancorp54,521$1.24M0.0%+2,353.7%0.012%
5/1/2026 Sequoia Financial Advisors LLC23,147$525K0.0%-8.9%0.005%
4/30/2026 Main Street Research LLC44,326$1.01M0.1%+15.2%0.010%
4/30/2026 Kestra Advisory Services LLC53,012$1.20M0.0%+37.7%0.012%
4/30/2026 Money Concepts Capital Corp29,657$673K0.0%+8.7%0.006%
4/28/2026GM Advisory Group LLC69,838$1.58M0.1%N/A0.015%
4/28/2026 Howe & Rusling Inc.20,397$463K0.0%-16.3%0.004%
4/27/2026 Lodestar Private Asset Management LLC12,000$272K0.0%N/A0.003%
4/24/2026 Essex LLC87,138$1.98M0.3%+5.3%0.019%
4/24/2026 Bestgate Wealth Advisors LLC80,495$1.83M3.3%+107.5%0.018%
4/24/2026 Global Trust Asset Management LLC2,000$45K0.0%N/A0.000%
4/23/2026Asset Allocation Strategies LLC19,862$450K0.1%+3.7%0.004%
4/22/2026 Janney Montgomery Scott LLC754,806$17.12M0.0%-2.0%0.166%
4/22/2026 Trilogy Capital Inc.26,108$592K0.0%+62.4%0.006%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
4/22/2026 Systelligence LLC264,716$6.00M1.2%N/A0.058%
4/22/2026 WT Wealth Management340,592$7.73M2.3%-5.4%0.075%
4/20/2026 Christensen King & Associates Investment Services Inc.27,921$633K0.3%+13.2%0.006%
4/17/2026 Andina Capital Management LLC107,602$2.44M2.2%-20.2%0.024%
4/17/2026 WealthBridge Capital Management LLC22,656$514K0.1%+18.3%0.005%
4/17/2026 Worth Asset Management LLC48,916$1.11M0.4%N/A0.011%
4/17/2026 Brookstone Capital Management19,732$448K0.0%-11.1%0.004%
4/16/2026 Prairiewood Capital LLC209,984$4.76M1.4%+64.2%0.046%
4/16/2026 Swisher Financial Concepts Inc.14,065$319K0.2%N/A0.003%
3/17/2026Rockefeller Capital Management L.P.4,820$111K0.0%+415.5%0.001%
3/16/2026 Bank of New Hampshire203,521$4.68M1.1%+17.5%0.045%
3/9/2026 Corient Private Wealth LLC60,556$1.39M0.0%+133.3%0.014%
3/2/2026Sankala Group LLC2,624$61K0.1%N/A0.001%
2/19/2026 Corient Private Wealth LLC60,556$1.39M0.0%+133.3%0.014%
2/18/2026 Mercer Global Advisors Inc. ADV67,717$1.56M0.0%-5.6%0.015%
2/18/2026Caitlin John LLC249,547$5.73M3.8%N/A0.056%
2/18/2026 Vident Advisory LLC285,014$6.55M0.1%-25.7%0.064%
2/18/2026 EP Wealth Advisors LLC13,089$301K0.0%N/A0.003%
2/18/2026 NewEdge Advisors LLC29,711$682K0.0%+163.1%0.007%
2/17/2026WFA of San Diego LLC123,924$2.85M2.1%+6.0%0.028%
2/17/2026 Cetera Investment Advisers258,328$5.93M0.0%+13.6%0.058%
2/17/2026Osaic Holdings Inc.78,842$1.81M0.0%+1.8%0.018%
2/17/2026 Advisory Services Network LLC336,954$7.74M0.1%+1.3%0.075%
2/17/2026Captrust Financial Advisors7,834,234$179.95M0.3%+5.0%1.750%
2/17/2026&PARTNERS15,464$355K0.0%-29.0%0.003%
2/17/2026 Blair William & Co. IL393,641$9.04M0.0%+11.2%0.088%
2/17/2026Royal Bank of Canada1,086,787$24.96M0.0%-1.0%0.243%
2/17/2026 Howe & Rusling Inc.24,362$560K0.0%+415.3%0.005%
2/17/2026Clearview Wealth Advisors LLC9,289$213K0.1%N/A0.002%
2/17/2026L2 Asset Management LLC654,632$15.04M2.0%+0.5%0.146%
2/16/2026 MML Investors Services LLC114,647$2.63M0.0%+5.5%0.026%
2/16/2026Mariner LLC311,619$7.16M0.0%+27.3%0.070%
2/16/2026 Aptus Capital Advisors LLC6,500$149K0.0%-28.5%0.001%
2/13/2026 Kestra Advisory Services LLC38,500$884K0.0%+44.5%0.009%
2/13/2026CreativeOne Wealth LLC58,341$1.34M0.0%+9.0%0.013%
2/13/2026 Quartz Partners LLC14,375$330K0.1%N/A0.003%
2/13/2026 Stifel Financial Corp543,940$12.49M0.0%+7.6%0.122%
2/13/2026Wells Fargo & Company MN16,681$383K0.0%+635.5%0.004%
2/13/2026Asset Allocation Strategies LLC19,149$440K0.1%-7.9%0.004%
2/13/2026 Wealthspire Advisors LLC136,252$3.13M0.0%+1,256.6%0.030%
2/12/2026Orion Porfolio Solutions LLC208,918$4.80M0.0%+403.5%0.047%
2/12/2026Financial Engines Advisors L.L.C.9,425$216K0.0%-98.2%0.002%
2/12/2026Cibc World Markets Corp51,304$1.18M0.0%N/A0.011%
2/12/2026 Commonwealth Equity Services LLC47,196$1.08M0.0%-17.9%0.011%
2/12/2026Steward Partners Investment Advisory LLC6,554$151K0.0%+117.6%0.001%
2/12/2026CIBC Private Wealth Group LLC15,244$350K0.0%+64.0%0.003%
2/12/2026 Brown Brothers Harriman & Co.1,213$28K0.0%N/A0.000%
2/12/2026 Andina Capital Management LLC134,766$3.10M1.9%+8.3%0.030%
2/12/2026 Principal Securities Inc.16,235$373K0.0%+72.6%0.004%
2/12/2026 Absolute Capital Management LLC21,120$485K0.2%+34.7%0.005%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
2/11/2026 Entelevest LLC76,654$1.76M1.8%N/A0.017%
2/11/2026 Janney Montgomery Scott LLC770,426$17.70M0.0%-4.0%0.172%
2/11/2026 Capital Analysts LLC4,565$105K0.0%-70.6%0.001%
2/11/2026Cerity Partners LLC12,002$276K0.0%N/A0.003%
2/11/2026 LPL Financial LLC527,509$12.12M0.0%+24.5%0.118%
2/11/2026Franklin Resources Inc.2,252$52K0.0%N/A0.001%
2/11/2026 JPMorgan Chase & Co.219,217$5.04M0.0%+0.6%0.049%
2/11/2026 Arrowroot Family Office LLC147,706$3.39M1.2%+31.8%0.033%
2/11/2026 Vermillion Wealth Management Inc.1,911$44K0.0%N/A0.000%
2/11/2026 Tradition Wealth Management LLC12,498$287K0.0%-11.3%0.003%


SCHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 266 institutional investors and hedge funds held shares of Schwab 5-10 Year Corporate Bond ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($193.62M), Captrust Financial Advisors ($179.95M), Jane Street Group LLC ($172.44M), Envestnet Asset Management Inc. ($169.94M), Campbell Wealth Management ($125.40M), Raymond James Financial Inc. ($56.29M), and Raymond James & Associates ($51.85M).Learn more on Schwab 5-10 Year Corporate Bond ETF's institutional investors.

Of the 261 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 ($15.29M), Campbell Wealth Management ($5.68M), Raymond James Financial Inc. ($4.87M), RiverFront Investment Group LLC ($4.09M), Envestnet Asset Management Inc. ($3.80M), Captrust Financial Advisors ($1.52M), and Bouchey Financial Group Ltd ($1.01M).

Institutional investors have bought a total of 7,249,982 shares in the last 24 months. This purchase volume represents approximately $166.26M in transactions.

Of the 55 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: Financial Engines Advisors L.L.C. ($524.34K), Vident Advisory LLC ($98.63K), Essex LLC ($90.98K), CoreCap Advisors LLC ($78.00K), Bank of America Corp DE ($63.10K), Assetmark Inc. ($51.52K), and Janney Montgomery Scott LLC ($47.74K).

Institutional investors have sold a total of 1,377,032 shares in the last 24 months. This volume of shares sold represents approximately $31.59M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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