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

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$43.18
-0.11 (-0.25%)
(As of 04:10 PM ET)
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Stock AnalysisChartDividendHoldingsOwnership

Institutional Ownership Changes (13F Filings) for Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$5.27B
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$204.98M
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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
4/16/2024Transform Wealth LLC30,825$1.37M0.1%+4.6%0.021%
4/16/2024Wealth Enhancement Advisory Services LLC160,676$7.15M0.0%+22.8%0.111%
4/15/2024Signet Financial Management LLC67,119$2.99M0.4%+4.4%0.046%
4/12/2024 Charles Schwab Trust Co177,645$7.90M0.7%+37.9%0.122%
4/12/2024 Austin Private Wealth LLC36,760$1.62M0.2%-65.1%0.025%
4/12/2024 Harbor Investment Advisory LLC1,193$53K0.0%N/A0.001%
4/12/2024 Range Financial Group LLC6,685$297K0.2%N/A0.006%
4/12/2024 AdvisorNet Financial Inc6,377$284K0.0%-58.8%0.006%
4/11/2024 Security Financial Services INC.7,116$317K0.1%-75.0%0.006%
4/10/2024 American National Bank4,268$190K0.0%+279.0%0.004%
4/10/2024 Bank of New Hampshire40,801$1.82M0.5%+261.0%0.035%
4/10/2024 Clearview Wealth Advisors LLC11,040$491K0.5%+30.6%0.010%
3/15/2024B. Riley Wealth Advisors Inc.54,526$2.45M0.1%+6.6%0.047%
2/28/2024Forthright Family Wealth Advisory LLC43,918$1.97M1.5%N/A0.038%
2/28/2024EP Wealth Advisors LLC5,956$268K0.0%+99.1%0.005%
2/16/2024Harbour Investments Inc.24,192$1.09M0.0%+12.9%0.021%
2/15/2024Mercer Global Advisors Inc. ADV11,999$539K0.0%N/A0.010%
2/15/2024Vident Advisory LLC44,308$1.99M0.1%+0.8%0.038%
2/15/2024Nwam LLC5,304$238K0.0%-20.4%0.005%
2/15/2024OLD Mission Capital LLC11,094$499K0.0%-81.2%0.010%
2/15/2024Citadel Advisors LLC17,123$770K0.0%+72.7%0.015%
2/14/2024Royal Bank of Canada117,391$5.28M0.0%+11,465.6%0.102%
2/14/2024Creative Planning13,502$607K0.0%+42.0%0.012%
2/14/2024Redwood Investment Management LLC6,081$273K0.0%N/A0.005%
2/13/2024Envestnet Asset Management Inc.18,783$844K0.0%-90.6%0.016%
2/13/2024Cetera Advisor Networks LLC78,522$3.53M0.0%+4.1%0.068%
2/13/2024Beacon Bridge Wealth Partners LLC22,524$1.01M0.5%+350.4%0.020%
2/12/2024Adams Wealth Management16,421$738K0.2%-27.6%0.014%
2/12/2024Focus Financial Network Inc. ADV25,957$1.17M0.0%N/A0.023%
2/12/2024Stifel Financial Corp34,471$1.55M0.0%N/A0.030%
2/9/2024Advisory Services Network LLC75,126$3.38M0.1%+0.7%0.065%
2/9/2024Orion Portfolio Solutions LLC14,660$653K0.0%N/A0.013%
2/9/2024US Bancorp DE1,270$57K0.0%N/A0.001%
2/9/2024Cambridge Investment Research Advisors Inc.9,953$447K0.0%+2.7%0.009%
2/8/2024 American National Bank1,126$51K0.0%+359.6%0.001%
2/8/2024Kickstand Ventures LLC.17,529$788K0.2%-63.8%0.015%
2/8/2024Campbell Wealth Management310,858$13.97M1.7%+1.6%0.270%
2/7/2024Gratus Capital LLC22,275$1.00M0.1%N/A0.019%
2/7/2024Theory Financial LLC5,336$240K0.1%N/A0.005%
2/7/2024AlphaStar Capital Management LLC54,959$2.47M0.3%+8.9%0.048%
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2/6/2024Charles Schwab Investment Advisory Inc.108,134,344$4.86B7.0%+6.3%93.785%
2/6/2024Charles Schwab Investment Management Inc.5,392,664$242.35M0.1%+5.7%4.677%
2/6/2024Howe & Rusling Inc.1,386$62K0.0%-62.5%0.001%
2/2/2024 Bank of New Hampshire11,302$508K0.1%N/A0.010%
1/31/2024WestHill Financial Advisors Inc.233,586$10.50M2.8%-1.5%0.203%
1/31/2024DecisionPoint Financial LLC78,462$3.53M1.5%-0.4%0.068%
1/30/2024Signet Financial Management LLC64,281$2.89M0.4%+9.7%0.056%
1/30/2024TNF LLC29,974$1.34M0.5%+9.6%0.026%
1/29/2024Horst & Graben Wealth Management LLC139,167$6.25M1.4%+12.4%0.121%
1/29/2024Citizens National Bank Trust Department51,787$2.33M0.6%-0.7%0.045%
1/29/2024Essex LLC52,060$2.34M0.6%N/A0.045%
1/29/2024Sutton Place Investors LLC6,957$313K0.2%+13.9%0.006%
1/26/2024McCarthy Grittinger Financial Group LLC1,559$70K0.0%-25.7%0.001%
1/26/2024Sequoia Financial Advisors LLC8,959$403K0.0%-34.0%0.008%
1/25/2024 RFG Advisory LLC9,603$432K0.0%N/A0.008%
1/25/2024Strategic Blueprint LLC59,430$2.67M0.2%+105.9%0.052%
1/25/2024Meeder Asset Management Inc.9,064$407K0.0%N/A0.008%
1/25/2024Firethorn Wealth Partners LLC7,335$330K0.2%+8.8%0.006%
1/25/2024Western Financial Corp CA8,572$385K0.3%+54.1%0.007%
1/24/2024Prime Capital Investment Advisors LLC6,826$307K0.0%+14.3%0.006%
1/24/2024Nilsine Partners LLC35,379$1.59M0.2%+1.7%0.031%
1/24/2024Clear Creek Financial Management LLC7,509$337K0.1%N/A0.007%
1/22/2024Mayflower Financial Advisors LLC22,922$1.03M0.1%+74.9%0.020%
1/19/2024 AdvisorNet Financial Inc15,495$696K0.1%+52.3%0.013%
1/19/2024PFG Advisors27,266$1.23M0.1%+114.9%0.024%
1/19/2024Patriot Financial Group Insurance Agency LLC9,701$436K0.1%+84.4%0.008%
1/19/2024Van Strum & Towne Inc.12,947$584K0.2%+38.9%0.011%
1/18/2024Global Retirement Partners LLC6,573$293K0.0%+25.2%0.006%
1/18/2024Blue Trust Inc.4,254$180K0.0%N/A0.004%
1/18/2024 Austin Private Wealth LLC105,335$4.73M0.6%+14.5%0.091%
1/18/2024Transform Wealth LLC29,483$1.33M0.1%+15.5%0.026%
1/18/2024Kaizen Financial Strategies62,935$2.83M2.1%+5.9%0.055%
1/18/2024Bouchey Financial Group Ltd341,983$15.37M1.6%N/A0.297%
1/18/2024Spectrum Planning & Advisory Services Inc.8,700$391K0.6%+74.3%0.008%
1/18/2024West Wealth Group LLC40,044$1.80M0.7%+2.0%0.035%
1/17/2024Pinnacle Wealth Management Group Inc.134,689$6.05M5.0%+3.5%0.117%
1/16/2024Raymond James Financial Services Advisors Inc.8,964$403K0.0%+86.0%0.008%
1/16/2024 Security Financial Services INC.28,512$1.28M0.3%+8.8%0.025%
1/16/2024 CVA Family Office LLC1,118$50K0.0%N/A0.001%
1/16/2024Prairiewood Capital LLC9,827$442K0.2%N/A0.009%
1/16/2024CoreCap Advisors LLC4,726$212K0.0%N/A0.004%
1/12/2024Mutual Advisors LLC9,503$427K0.0%N/A0.008%
1/12/2024 Clearview Wealth Advisors LLC8,456$380K0.4%+24.1%0.007%
1/12/2024My Legacy Advisors LLC21,022$942K0.3%+8.6%0.018%
1/12/2024Apeiron RIA LLC16,379$736K0.2%+4.1%0.014%
1/12/2024FFG Retirement Advisors LLC85,473$3.84M3.0%+65.0%0.074%
1/11/2024Joule Financial LLC12,507$562K0.3%N/A0.011%
1/11/2024 LexAurum Advisors LLC6,032$271K0.1%+5.7%0.005%
1/10/2024Creative Financial Designs Inc. ADV19,210$863K0.1%+58.9%0.017%
1/10/2024 Charles Schwab Trust Co128,782$5.79M0.6%-20.1%0.112%
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1/5/2024WealthPLAN Partners LLC21,692$975K0.1%+14.8%0.019%
12/18/2023Vanguard Group Inc.33,573$1.42M0.0%N/A0.029%
12/1/2023B. Riley Wealth Advisors Inc.51,155$2.16M0.1%N/A0.044%
11/24/2023EP Wealth Advisors LLC2,992$126K0.0%N/A0.003%
11/16/2023Creative Planning9,509$401K0.0%N/A0.008%
11/16/2023Harbour Investments Inc.21,419$904K0.0%+225.4%0.019%
11/16/2023Maripau Wealth Management LLC7,975$337K0.3%N/A0.007%
11/16/2023Advisors Capital Management LLC21,933$926K0.0%+27.2%0.019%
11/15/2023Integrated Wealth Concepts LLC6,533$276K0.0%N/A0.006%
11/15/2023WealthPlan Investment Management LLC18,889$797K0.1%N/A0.016%
(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, 153 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. ($4.86B), Charles Schwab Investment Management Inc. ($242.35M), JPMorgan Chase & Co. ($17.56M), Bouchey Financial Group Ltd ($15.37M), Campbell Wealth Management ($13.97M), WestHill Financial Advisors Inc. ($10.50M), and Charles Schwab Trust Co ($7.90M).Learn more on SCHI's institutional investors.

Which institutional investors have been buying Schwab 5-10 Year Corporate Bond ETF stock?

Of the 144 institutional investors that purchased Schwab 5-10 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($112.47M), Charles Schwab Investment Management Inc. ($2.33M), JPMorgan Chase & Co. ($416.07K), Bouchey Financial Group Ltd ($341.98K), Campbell Wealth Management ($315.27K), Charles Schwab Trust Co ($311.21K), and Jane Street Group LLC ($308.93K).

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

Institutional investors have bought a total of 119,648,809 shares in the last 24 months. This purchase volume represents approximately $5.33B in transactions.

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

Of the 42 institutional investors that sold Schwab 5-10 Year Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Advisory Inc. ($4.40M), Charles Schwab Investment Management Inc. ($2.54M), Jane Street Group LLC ($532.44K), Charles Schwab Trust Co ($190.29K), Envestnet Asset Management Inc. ($181.04K), Adams Wealth Management ($91.56K), and OLD Mission Capital LLC ($76.05K).

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

Institutional investors have sold a total of 8,281,243 shares in the last 24 months. This volume of shares sold represents approximately $354.93M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 4/18/2024 by MarketBeat.com Staff

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