Go Pro
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free SCHI Stock Alerts

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

Schwab 5-10 Year Corporate Bond ETF logo
$21.67 -0.23 (-1.05%)
Closing price 04:10 PM Eastern
Extended Trading
$21.75 +0.08 (+0.37%)
As of 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$153.03M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$41.23M
Get SCHI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab 5-10 Year Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHI Institutional Buying and Selling by Quarter

Schwab 5-10 Year Corporate Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Bouchey Financial Group Ltd.1,153,981$26.13M1.7%-21.5%0.225%
9/9/2026 Sequoia Financial Advisors LLC16,512$374K0.0%-28.7%0.003%
9/9/2026 Integrated Wealth Concepts LLC4,650$105K0.0%N/A0.001%
9/9/2026 NewEdge Advisors LLC2,962$67K0.0%-87.3%0.001%
9/9/2026 IFP Advisors Inc30,987$702K0.0%+44.3%0.006%
9/8/2026 Allworth Financial LP4,716$107K0.0%-12.7%0.001%
9/8/2026 Waverly Advisors LLC21,536$488K0.0%-4.0%0.004%
9/2/2026 Citadel Advisors LLC1,008,679$22.84M0.0%+223.3%0.196%
8/27/2026 Corient Private Wealth LP45,298$1.03M0.0%-16.9%0.009%
8/23/2026 Ameritas Advisory Services LLC13,300$301K0.0%N/A0.003%
8/22/2026 Compass Financial Management LLC17,532$397K0.0%N/A0.003%
8/22/2026 Concurrent Investment Advisors LLC111,528$2.53M0.0%-3.8%0.022%
8/21/2026 Andina Capital Management LLC19,886$450K0.7%-81.5%0.004%
8/21/2026 Keeler Thomas Management LLC29,925$678K0.2%N/A0.006%
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%
5/19/2026 GTS Financial LLC10,835$243K0.2%N/A0.002%
5/19/2026 Bank of America Corp DE1,020,460$23.14M0.0%-5.0%0.218%
5/18/2026 Royal Bank of Canada1,097,916$24.90M0.0%+1.0%0.234%
5/16/2026 Quantinno Capital Management LP9,385$213K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC22,424$509K0.0%-20.8%0.005%
5/14/2026 RMG 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%
5/5/2026 Sanctuary 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%
Bezos… DOOMED (Ad)

A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X combined - aimed at the $25 trillion AI industry. James Altucher says the plan could cut Amazon out of the AI race and disrupt Blue Origin, with a key deadline landing September 25.tc pixel

Watch James Altucher's free video breakdown before the September 25 deadline.
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%
4/23/2026 Asset 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%
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%
3/17/2026 Rockefeller 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%
3/2/2026 Sankala 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%
2/18/2026 Caitlin 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%
2/17/2026 WFA 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%
2/17/2026 Osaic 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%
2/17/2026 Captrust 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%
2/17/2026 Royal 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%
2/17/2026 L2 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%
2/16/2026 Mariner 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%
2/13/2026 CreativeOne Wealth LLC58,341$1.34M0.0%+9.0%0.013%
2/13/2026 Quartz Partners LLC14,375$330K0.1%N/A0.003%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/13/2026 Stifel Financial Corp543,940$12.49M0.0%+7.6%0.122%
2/13/2026 Wells Fargo & Company MN16,681$383K0.0%+635.5%0.004%
2/13/2026 Asset 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%
2/12/2026 Orion Porfolio Solutions LLC208,918$4.80M0.0%+403.5%0.047%
2/12/2026 Financial 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%
2/12/2026 Steward 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%


SCHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 271 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 264 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. ($3.80M), Captrust Financial Advisors ($1.52M), and Bouchey Financial Group Ltd ($1.01M).

Institutional investors have bought a total of 6,673,015 shares in the last 24 months. This purchase volume represents approximately $153.03M in transactions.

Of the 59 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 1,802,901 shares in the last 24 months. This volume of shares sold represents approximately $41.23M 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel