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

Schwab 5-10 Year Corporate Bond ETF logo
$21.48 0.00 (0.00%)
Closing price 04:10 PM Eastern
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$21.60 +0.12 (+0.56%)
As of 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)
162
Total
Institutional Inflows
(last 12 months)
$159.83M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$41.81M
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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
10/13/202621 West Wealth Management LLC148,466$3.18M2.8%N/A0.029%
10/13/2026Avior Wealth Management LLC100,688$2.16M0.1%N/A0.020%
10/9/2026Kaizen Financial Strategies348,950$7.48M3.0%-5.9%0.069%
10/9/2026GK Wealth Management LLC2,091$45K0.0%N/A0.000%
10/9/2026Chapin Davis Inc.12,450$267K0.1%N/A0.002%
10/9/2026Go Invest LLC3,280$70K0.0%N/A0.001%
10/8/2026Farther Finance Advisors LLC21,423$459K0.0%-20.9%0.004%
10/8/2026CoreCap Advisors LLC44,579$956K0.0%+13.4%0.009%
10/8/2026Avidian Wealth Enterprises LLC39,619$849K0.0%N/A0.008%
10/7/2026American National Bank & Trust99,288$2.13M0.2%N/A0.020%
10/7/2026Worth Asset Management LLC70,146$1.50M0.4%+27.9%0.014%
10/6/2026Bank of New Hampshire339,304$7.28M1.6%+37.2%0.067%
10/5/2026Rosenberg Matthew Hamilton39,295$842K0.2%+11.4%0.008%
9/23/2026Envestnet Asset Management Inc.7,236,543$163.84M0.0%+0.4%1.418%
9/9/2026Bouchey Financial Group Ltd.1,153,981$26.13M1.7%-21.5%0.225%
9/9/2026Sequoia Financial Advisors LLC16,512$374K0.0%-28.7%0.003%
9/9/2026Integrated Wealth Concepts LLC4,650$105K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC2,962$67K0.0%-87.3%0.001%
9/9/2026IFP Advisors Inc30,987$702K0.0%+44.3%0.006%
9/8/2026Allworth Financial LP4,716$107K0.0%-12.7%0.001%
9/8/2026Waverly Advisors LLC21,536$488K0.0%-4.0%0.004%
9/2/2026Citadel Advisors LLC1,008,679$22.84M0.0%+223.3%0.196%
8/27/2026Corient Private Wealth LP45,298$1.03M0.0%-16.9%0.009%
8/23/2026Ameritas Advisory Services LLC13,300$301K0.0%N/A0.003%
8/22/2026Compass Financial Management LLC17,532$397K0.0%N/A0.003%
8/22/2026Concurrent Investment Advisors LLC111,528$2.53M0.0%-3.8%0.022%
8/21/2026Andina Capital Management LLC19,886$450K0.7%-81.5%0.004%
8/21/2026Keeler Thomas Management LLC29,925$678K0.2%N/A0.006%
8/12/2026Compass Financial Management LLC17,761$402K0.0%N/A0.003%
7/10/2026Charles Schwab Trust Co520,480$11.78M0.7%+1.8%0.101%
7/9/2026Worth Asset Management LLC54,856$1.24M0.4%+12.1%0.011%
7/8/2026MFG Wealth Management Inc.138,562$3.14M2.2%+4.4%0.027%
7/7/2026Integral Investment Advisors Inc.78,315$1.77M0.4%+16.4%0.015%
7/7/2026CoreCap Advisors LLC39,305$890K0.0%-40.2%0.008%
7/6/2026Trilogy Capital Inc.10,568$239K0.0%-59.5%0.002%
6/3/2026NewEdge 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%
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5/15/2026Waverly Advisors LLC22,424$509K0.0%-20.8%0.005%
5/14/2026RMG Wealth Management LLC5,102$116K0.0%N/A0.001%
5/13/2026Cetera Investment Advisers282,903$6.42M0.0%+9.5%0.060%
5/8/2026Cassaday & Co Wealth Management LLC3,717$84K0.0%N/A0.001%
5/7/2026Van Strum & Towne Inc.508,475$11.53M3.4%+2.6%0.109%
5/7/2026Spartan Wealth Advisory Services LLC15,935$361K0.0%N/A0.003%
5/7/2026White & Co Financial Planning Inc377,803$8.57M6.0%+11.2%0.081%
5/6/2026Assetmark Inc.40,327$915K0.0%-27.5%0.009%
5/5/2026Harel Insurance Investments & Financial Services Ltd.34,314$778K0.0%+24.3%0.007%
5/5/2026SouthState Bank Corp10,158$230K0.0%N/A0.002%
5/5/2026Sanctuary Advisors LLC108,812$2.47M0.0%+2.0%0.023%
5/5/2026Sigma Planning Corp30,863$700K0.0%N/A0.007%
5/4/2026Citizens National Bank Trust Department94,801$2.15M0.4%+1.4%0.020%
5/1/2026Kaizen Financial Strategies368,644$8.40M3.7%+5.8%0.079%
5/1/2026Fifth Third Bancorp54,521$1.24M0.0%+2,353.7%0.012%
5/1/2026Sequoia Financial Advisors LLC23,147$525K0.0%-8.9%0.005%
4/30/2026Main Street Research LLC44,326$1.01M0.1%+15.2%0.010%
4/30/2026Kestra Advisory Services LLC53,012$1.20M0.0%+37.7%0.012%
4/30/2026Money Concepts Capital Corp29,657$673K0.0%+8.7%0.006%
4/28/2026GM Advisory Group LLC69,838$1.58M0.1%N/A0.015%
4/28/2026Howe & Rusling Inc.20,397$463K0.0%-16.3%0.004%
4/27/2026Lodestar Private Asset Management LLC12,000$272K0.0%N/A0.003%
4/24/2026Essex LLC87,138$1.98M0.3%+5.3%0.019%
4/24/2026Bestgate Wealth Advisors LLC80,495$1.83M3.3%+107.5%0.018%
4/24/2026Global Trust Asset Management LLC2,000$45K0.0%N/A0.000%
4/23/2026Asset Allocation Strategies LLC19,862$450K0.1%+3.7%0.004%
4/22/2026Janney Montgomery Scott LLC754,806$17.12M0.0%-2.0%0.166%
4/22/2026Trilogy Capital Inc.26,108$592K0.0%+62.4%0.006%
4/22/2026Systelligence LLC264,716$6.00M1.2%N/A0.058%
4/22/2026WT Wealth Management340,592$7.73M2.3%-5.4%0.075%
4/20/2026Christensen King & Associates Investment Services Inc.27,921$633K0.3%+13.2%0.006%
4/17/2026Andina Capital Management LLC107,602$2.44M2.2%-20.2%0.024%
4/17/2026WealthBridge Capital Management LLC22,656$514K0.1%+18.3%0.005%
4/17/2026Worth Asset Management LLC48,916$1.11M0.4%N/A0.011%
4/17/2026Brookstone Capital Management19,732$448K0.0%-11.1%0.004%
4/16/2026Prairiewood Capital LLC209,984$4.76M1.4%+64.2%0.046%
4/16/2026Swisher 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%
3/16/2026Bank of New Hampshire203,521$4.68M1.1%+17.5%0.045%
3/9/2026Corient Private Wealth LLC60,556$1.39M0.0%+133.3%0.014%
3/2/2026Sankala Group LLC2,624$61K0.1%N/A0.001%
2/19/2026Corient Private Wealth LLC60,556$1.39M0.0%+133.3%0.014%
2/18/2026Mercer Global Advisors Inc. ADV67,717$1.56M0.0%-5.6%0.015%
2/18/2026Caitlin John LLC249,547$5.73M3.8%N/A0.056%
2/18/2026Vident Advisory LLC285,014$6.55M0.1%-25.7%0.064%
2/18/2026EP Wealth Advisors LLC13,089$301K0.0%N/A0.003%
2/18/2026NewEdge Advisors LLC29,711$682K0.0%+163.1%0.007%
2/17/2026WFA of San Diego LLC123,924$2.85M2.1%+6.0%0.028%
2/17/2026Cetera Investment Advisers258,328$5.93M0.0%+13.6%0.058%
2/17/2026Osaic Holdings Inc.78,842$1.81M0.0%+1.8%0.018%
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2/17/2026Advisory 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%
2/17/2026Blair 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%
2/17/2026Howe & 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%
2/16/2026MML Investors Services LLC114,647$2.63M0.0%+5.5%0.026%
2/16/2026Mariner LLC311,619$7.16M0.0%+27.3%0.070%


SCHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 274 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. ($163.84M), 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 267 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 ($4.00M), Envestnet Asset Management Inc. ($3.83M), Captrust Financial Advisors ($1.52M), and Bouchey Financial Group Ltd ($1.01M).

Institutional investors have bought a total of 7,005,304 shares in the last 24 months. This purchase volume represents approximately $159.83M in transactions.

Of the 60 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), Bouchey Financial Group Ltd. ($316.26K), Andina Capital Management LLC ($123.89K), Vident Advisory LLC ($98.63K), Essex LLC ($90.98K), CoreCap Advisors LLC ($78.00K), and Bank of America Corp DE ($53.54K).

Institutional investors have sold a total of 1,829,741 shares in the last 24 months. This volume of shares sold represents approximately $41.81M in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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