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

Schwab 5-10 Year Corporate Bond ETF logo
$22.33 +0.08 (+0.36%)
Closing price 02/21/2025 04:10 PM Eastern
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$22.29 -0.04 (-0.18%)
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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)
167
Total
Institutional Inflows
(last 12 months)
$857.41M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$13.52M
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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
2/17/2025 Waverly Advisors LLC39,522$872K0.0%+161.3%0.027%
2/17/2025 Windsor Advisory Group LLC4,274$94K0.1%N/A0.003%
2/17/2025 Vident Advisory LLC180,356$3.98M0.1%N/A0.122%
2/17/2025 Royal Bank of Canada1,155,970$25.51M0.0%+100.8%0.785%
2/17/2025 Kaizen Financial Strategies277,829$6.13M3.5%+103.4%0.189%
2/17/2025 EP Wealth Advisors LLC4,919$109K0.0%-60.0%0.003%
2/17/2025 CoreCap Advisors LLC164,504$3.63M0.2%+575.8%0.112%
2/17/2025 Cetera Investment Advisers196,840$4.34M0.0%+127.9%0.134%
2/17/2025 Captrust Financial Advisors26,796$591K0.0%+127.8%0.018%
2/17/2025 Bank of America Corp DE1,079,511$23.83M0.0%+98.8%0.733%
2/17/2025 Ameriprise Financial Inc.362,612$8.00M0.0%+137.8%0.246%
2/17/2025 Aptus Capital Advisors LLC6,532$144K0.0%+136.5%0.004%
2/17/2025 Arrowroot Family Office LLC64,276$1.42M0.7%+129.5%0.044%
2/14/2025 Mercer Global Advisors Inc. ADV30,593$675K0.0%+10.2%0.021%
2/14/2025 Jane Street Group LLC34,453$760K0.0%+25.9%0.023%
2/14/2025 Comerica Bank70,446$1.56M0.0%+109.3%0.048%
2/14/2025 Capital Analysts LLC14,341$317K0.0%+57.2%0.010%
2/14/2025 Stifel Financial Corp311,753$6.88M0.0%+110.1%0.212%
2/14/2025 Tradition Wealth Management LLC14,860$328K0.0%+95.9%0.010%
2/14/2025 GeoWealth Management LLC60,032$1.33M0.0%+97.0%0.041%
2/14/2025 Adams Wealth Management76,853$1.70M0.3%+162.7%0.052%
2/13/2025 NewEdge Advisors LLC5,968$132K0.0%+134.4%0.004%
2/13/2025 CacheTech Inc.87,078$1.92M0.4%+197.7%0.059%
2/13/2025 Madden Advisory Services Inc.93,801$2.07M1.0%+266.6%0.064%
2/13/2025 CreativeOne Wealth LLC56,017$1.24M0.0%+391.0%0.038%
2/13/2025 Mariner LLC182,462$4.03M0.0%+119.9%0.124%
2/13/2025 Advisors Capital Management LLC59,915$1.32M0.0%+110.9%0.041%
2/13/2025 Ceeto Capital Group LLC20,000$441K0.2%+100.0%0.014%
2/13/2025 Rockefeller Capital Management L.P.15,042$332K0.0%N/A0.010%
2/13/2025 Summit Financial Wealth Advisors LLC9,100$201K0.0%N/A0.006%
2/13/2025 Raymond James Financial Inc.2,387,958$52.70M0.0%N/A1.622%
2/13/2025 Advisory Services Network LLC295,653$6.53M0.1%+247.7%0.201%
2/13/2025 Certior Financial Group LLC52,983$1.17M1.0%N/A0.036%
2/13/2025 Cerity Partners LLC11,192$247K0.0%-29.4%0.008%
2/13/2025 Cascades Capital Asset Management LLC69,699$1.54M0.8%+237.2%0.047%
2/13/2025 Envestnet Asset Management Inc.7,506,378$165.67M0.1%+101.0%5.098%
2/12/2025 OneAscent Financial Services LLC20,750$458K0.0%N/A0.014%
2/12/2025 National Bank of Canada FI10,225$226K0.0%N/A0.007%
2/12/2025 RiverFront Investment Group LLC8,158,176$180.05M4.1%+95.9%5.540%
2/12/2025 Orion Portfolio Solutions LLC33,923$749K0.0%+68.7%0.023%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

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2/12/2025 Blair William & Co. IL40,919$903K0.0%+22,260.1%0.028%
2/12/2025 JPMorgan Chase & Co.260,936$5.76M0.0%+77.3%0.177%
2/11/2025 LPL Financial LLC239,087$5.28M0.0%+178.5%0.162%
2/11/2025 1620 Investment Advisors Inc.4,772$105K0.1%+100.0%0.003%
2/10/2025 Signaturefd LLC4,549$100K0.0%+99.9%0.003%
2/10/2025 Cibc World Markets Corp32,569$719K0.0%+39.9%0.022%
2/10/2025 Creative Financial Designs Inc. ADV15,164$335K0.0%+76.7%0.010%
2/10/2025 Patten & Patten Inc. TN11,708$258K0.0%+100.0%0.008%
2/10/2025 Harbour Investments Inc.14,024$310K0.0%+30.8%0.010%
2/10/2025 Corient Private Wealth LLC13,950$308K0.0%+150.1%0.009%
2/10/2025 Van Strum & Towne Inc.135,546$2.99M0.0%+222.6%0.092%
2/10/2025 Valtinson Bruner Financial Planning LLC100,007$2.21M0.8%+218.5%0.068%
2/10/2025 Commonwealth Equity Services LLC47,050$1.04M0.0%+130.8%0.032%
2/10/2025 Farther Finance Advisors LLC2,931$65K0.0%+555.7%0.002%
2/7/2025 Sequoia Financial Advisors LLC17,260$381K0.0%+69.6%0.012%
2/7/2025 PFG Advisors13,191$291K0.0%N/A0.009%
2/7/2025 HighTower Advisors LLC107,808$2.38M0.0%+168.1%0.073%
2/7/2025 Gables Capital Management Inc.1,378$30K0.0%+100.0%0.001%
2/7/2025 Independent Advisor Alliance12,596$278K0.0%N/A0.009%
2/7/2025 Main Street Research LLC16,396$362K0.0%+84.7%0.011%
2/7/2025 Rialto Wealth Management LLC4,572$101K0.0%N/A0.003%
2/7/2025 Larson Financial Group LLC12,040$266K0.0%+293.5%0.008%
2/7/2025 PNC Financial Services Group Inc.1,444$32K0.0%+177.7%0.001%
2/6/2025 Raymond James Financial Inc.2,387,958$52.70M0.0%N/A1.622%
2/6/2025 Atria Investments Inc131,345$2.90M0.0%+642.1%0.089%
2/6/2025 Assetmark Inc.62,619$1.38M0.0%+135.6%0.043%
2/5/2025 Bouchey Financial Group Ltd1,080,234$23.84M2.1%+161.3%0.734%
2/5/2025 WT Wealth Management448,013$9.89M3.1%+0.4%0.304%
2/4/2025 IFP Advisors Inc3,323$73K0.0%-67.9%0.002%
2/4/2025 Delta Financial Group Inc.10,204$225K0.1%N/A0.007%
2/4/2025 MONECO Advisors LLC13,295$293K0.0%+101.4%0.009%
2/4/2025 Integral Investment Advisors Inc.43,957$970K0.3%+171.8%0.030%
2/3/2025 Citizens National Bank Trust Department94,628$2.09M0.4%+101.5%0.064%
2/3/2025 WealthBridge Capital Management LLC19,084$421K0.1%+107.6%0.013%
2/3/2025 Flagstar Advisors Inc.31,677$699K0.2%+161.0%0.022%
1/31/2025 WestHill Financial Advisors Inc.493,032$10.88M2.4%+92.9%0.335%
1/31/2025 Morton Brown Family Wealth LLC15,636$345K0.1%N/A0.011%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,517$232K0.0%N/A0.007%
1/31/2025 Truist Financial Corp286,265$6.32M0.0%+97.1%0.194%
1/31/2025 Sanctuary Advisors LLC77,612$1.73M0.0%+7.6%0.053%
1/31/2025 Rational Advisors LLC421,790$9.31M0.9%+30.3%0.286%
1/30/2025 Valmark Advisers Inc.20,256$447K0.0%+100.0%0.014%
1/30/2025 Allworth Financial LP1,416$31K0.0%-26.1%0.001%
1/30/2025 Principal Securities Inc.7,240$160K0.0%+226.4%0.005%
1/30/2025 WealthPlan Investment Management LLC18,978$419K0.0%N/A0.013%
1/30/2025 Campbell Wealth Management5,681,777$125.40M11.3%+156.7%3.859%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,517$232K0.0%N/A0.007%
1/29/2025 Bristlecone Advisors LLC12,952$286K0.0%+103.3%0.009%
1/29/2025 Gunma Bank Ltd.580,000$12.80M4.2%+251.5%0.394%
1/29/2025 Elevation Wealth Partners LLC1,116$25K0.0%+100.0%0.001%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
1/29/2025 Savant Capital LLC72,840$1.61M0.0%N/A0.049%
1/29/2025 DecisionPoint Financial LLC135,232$2.99M0.9%+96.5%0.092%
1/28/2025 Essex LLC107,550$2.37M0.5%+93.3%0.073%
1/28/2025 Archer Investment Corp1,268$28K0.0%+100.0%0.001%
1/24/2025 EQ Wealth Advisors LLC9,642$213K0.2%N/A0.007%
1/24/2025 MilWealth Group LLC3,118$69K0.0%+100.0%0.002%
1/24/2025 SYM FINANCIAL Corp1,380$30K0.0%+100.0%0.001%
1/24/2025 DAVENPORT & Co LLC24,232$535K0.0%+97.3%0.016%
1/24/2025 Clearview Wealth Advisors LLC10,041$222K0.2%+124.0%0.007%
1/24/2025 Destiny Wealth Partners LLC555,188$12.25M2.0%N/A0.377%
(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, 222 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. ($4.95B), Charles Schwab Investment Management Inc. ($242.35M), RiverFront Investment Group LLC ($180.05M), Envestnet Asset Management Inc. ($165.67M), Campbell Wealth Management ($125.40M), Raymond James Financial Inc. ($52.70M), and Raymond James & Associates ($51.85M).Learn more on SCHI's institutional investors.

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

Of the 219 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. ($115.54M), RiverFront Investment Group LLC ($7.95M), Campbell Wealth Management ($5.71M), Raymond James Financial Inc. ($4.78M), Envestnet Asset Management Inc. ($4.36M), Charles Schwab Investment Management Inc. ($2.12M), and Raymond James & Associates ($1.13M).

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

Institutional investors have bought a total of 155,614,171 shares in the last 24 months. This purchase volume represents approximately $3.47B in transactions.

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

Of the 55 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. ($4.36M), Pinnacle Wealth Management Group Inc. ($121.74K), Horst & Graben Wealth Management LLC ($88.23K), Austin Private Wealth LLC ($68.58K), Jane Street Group LLC ($67.59K), Strategic Blueprint LLC ($52.90K), and Charles Schwab Trust Co ($52.50K).

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

Institutional investors have sold a total of 5,108,454 shares in the last 24 months. This volume of shares sold represents approximately $108.72M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 2/22/2025 by MarketBeat.com Staff
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