Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

Schwab 5-10 Year Corporate Bond ETF logo
$22.52 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
$208.50M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$49.78M
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
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%
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%
4/28/2026 GM 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%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
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%
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%
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%
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%
2/11/2026 Cerity Partners LLC12,002$276K0.0%N/A0.003%
2/11/2026 LPL Financial LLC527,509$12.12M0.0%+24.5%0.118%
2/11/2026 Franklin 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%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

Claim Your Stake Now
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%
2/11/2026 Mitchell Sinkler & Starr PA11,265$259K0.1%-4.2%0.003%
2/11/2026 MCF Advisors LLC1,464$34K0.0%-44.2%0.000%
2/11/2026 J.W. Cole Advisors Inc.15,193$349K0.0%+5.6%0.003%
2/10/2026 Private Wealth Asset Management LLC10,565$243K0.0%N/A0.002%
2/10/2026 Goldman Sachs Group Inc.119,965$2.76M0.0%N/A0.027%
2/10/2026 Rational Advisors Inc.514,536$11.82M1.2%-4.8%0.115%
2/10/2026 Root Financial Partners LLC1,257$29K0.0%+110.6%0.000%
2/10/2026Principia Wealth Advisory LLC1,923$44K0.0%+1,254.2%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 9,105,923 shares in the last 24 months. This purchase volume represents approximately $208.50M in transactions.

Of the 70 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 2,175,693 shares in the last 24 months. This volume of shares sold represents approximately $49.78M in transactions.


Related Companies

This page (NYSEARCA:SCHI) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel