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

Schwab 5-10 Year Corporate Bond ETF logo
$22.56 0.00 (0.00%)
As of 07/2/2026 04:10 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)
181
Total
Institutional Inflows
(last 12 months)
$207.75M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$49.92M
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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
6/3/2026NewEdge 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%
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%
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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%
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%
2/16/2026Aptus Capital Advisors LLC6,500$149K0.0%-28.5%0.001%
2/13/2026Kestra Advisory Services LLC38,500$884K0.0%+44.5%0.009%
2/13/2026CreativeOne Wealth LLC58,341$1.34M0.0%+9.0%0.013%
2/13/2026Quartz Partners LLC14,375$330K0.1%N/A0.003%
2/13/2026Stifel 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%
2/13/2026Wealthspire 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%
2/12/2026Commonwealth 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%
2/12/2026Brown Brothers Harriman & Co.1,213$28K0.0%N/A0.000%
2/12/2026Andina Capital Management LLC134,766$3.10M1.9%+8.3%0.030%
2/12/2026Principal Securities Inc.16,235$373K0.0%+72.6%0.004%
2/12/2026Absolute Capital Management LLC21,120$485K0.2%+34.7%0.005%
2/11/2026Entelevest LLC76,654$1.76M1.8%N/A0.017%
2/11/2026Janney Montgomery Scott LLC770,426$17.70M0.0%-4.0%0.172%
2/11/2026Capital Analysts LLC4,565$105K0.0%-70.6%0.001%
2/11/2026Cerity Partners LLC12,002$276K0.0%N/A0.003%
2/11/2026LPL Financial LLC527,509$12.12M0.0%+24.5%0.118%
2/11/2026Franklin Resources Inc.2,252$52K0.0%N/A0.001%
2/11/2026JPMorgan Chase & Co.219,217$5.04M0.0%+0.6%0.049%
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2/11/2026Arrowroot Family Office LLC147,706$3.39M1.2%+31.8%0.033%
2/11/2026Vermillion Wealth Management Inc.1,911$44K0.0%N/A0.000%
2/11/2026Tradition Wealth Management LLC12,498$287K0.0%-11.3%0.003%
2/11/2026Mitchell Sinkler & Starr PA11,265$259K0.1%-4.2%0.003%
2/11/2026MCF Advisors LLC1,464$34K0.0%-44.2%0.000%
2/11/2026J.W. Cole Advisors Inc.15,193$349K0.0%+5.6%0.003%
2/10/2026Private Wealth Asset Management LLC10,565$243K0.0%N/A0.002%
2/10/2026Goldman Sachs Group Inc.119,965$2.76M0.0%N/A0.027%
2/10/2026Rational Advisors Inc.514,536$11.82M1.2%-4.8%0.115%
2/10/2026Root Financial Partners LLC1,257$29K0.0%+110.6%0.000%


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. ($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 265 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), Envestnet Asset Management Inc. ($4.19M), RiverFront Investment Group LLC ($4.09M), Captrust Financial Advisors ($1.52M), and Bouchey Financial Group Ltd ($1.01M).

Institutional investors have bought a total of 9,072,783 shares in the last 24 months. This purchase volume represents approximately $207.75M in transactions.

Of the 71 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), San Luis Wealth Advisors LLC ($178.52K), Envestnet Asset Management Inc. ($127.18K), Integrity Alliance LLC. ($118.36K), Signet Financial Management LLC ($116.05K), Vident Advisory LLC ($98.63K), and Essex LLC ($90.98K).

Institutional investors have sold a total of 2,182,171 shares in the last 24 months. This volume of shares sold represents approximately $49.92M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 7/4/2026 by MarketBeat.com Staff.
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