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

Schwab 5-10 Year Corporate Bond ETF logo
$22.16 +0.09 (+0.41%)
As of 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)
123
Total
Institutional Inflows
(last 12 months)
$508.84M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$13.48M
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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
1/17/2025 Avior Wealth Management LLC73,030$1.61M0.1%+100.7%0.050%
1/17/2025 Mutual Advisors LLC124,213$2.74M0.1%+2.5%0.084%
1/17/2025 Janney Montgomery Scott LLC861,598$19.02M0.1%+94.3%0.585%
1/17/2025 MCF Advisors LLC1,356$30K0.0%+100.0%0.001%
1/17/2025 Transform Wealth LLC60,843$1.34M0.1%+91.9%0.041%
1/16/2025 Charles Schwab Trust Co442,304$9.76M0.8%+80.3%0.300%
1/16/2025 Koshinski Asset Management Inc.30,172$666K0.0%+16.4%0.020%
1/16/2025 Prairiewood Capital LLC69,193$1.53M0.7%+189.7%0.047%
1/16/2025 Harbor Investment Advisory LLC2,386$53K0.0%+100.0%0.002%
1/16/2025 Client 1ST Advisory Group LLC12,964$286K0.1%N/A0.009%
1/15/2025 Joule Financial LLC25,582$565K0.2%+100.0%0.017%
1/15/2025 Selective Wealth Management Inc.15,581$340K0.1%+100.3%0.011%
1/15/2025 Retireful LLC78,200$1.73M1.0%N/A0.053%
1/15/2025 Guardian Financial Partners LLC10,464$231K0.1%N/A0.007%
1/14/2025 San Luis Wealth Advisors LLC1,043,209$23.02M4.4%+135.4%0.708%
1/14/2025 Rosenberg Matthew Hamilton3,995$88K0.0%N/A0.003%
1/13/2025 Christensen King & Associates Investment Services Inc.23,484$518K0.2%+146.1%0.016%
1/13/2025 Signet Financial Management LLC140,479$3.10M0.4%+103.2%0.095%
1/7/2025 FC Advisory LLC17,600$388K0.1%+100.5%0.012%
1/7/2025 Bank of New Hampshire102,133$2.25M0.6%+114.4%0.069%
12/26/2024JPMorgan Chase & Co.147,208$6.80M0.0%+16.3%0.100%
12/13/2024B. Riley Wealth Advisors Inc.141,304$6.51M0.2%+66.2%0.096%
11/25/2024Sanctuary Advisors LLC72,115$3.33M0.0%+223.5%0.049%
11/18/2024Asset Allocation Strategies LLC6,278$290K0.1%N/A0.004%
11/15/2024Orion Portfolio Solutions LLC20,104$928K0.0%+15.9%0.014%
11/15/2024EP Wealth Advisors LLC12,301$568K0.0%+9.8%0.008%
11/15/2024Jane Street Group LLC27,365$1.26M0.0%-71.2%0.019%
11/15/2024Stifel Financial Corp148,390$6.85M0.0%+50.5%0.101%
11/15/2024Pinnacle Family Advisors LLC18,503$854K0.4%+14.6%0.013%
11/15/2024HighTower Advisors LLC40,209$1.85M0.0%+39.6%0.027%
11/15/2024Arrowroot Family Office LLC28,004$1.29M0.8%+23.6%0.019%
11/14/2024Semmax Financial Advisors Inc.286,383$13.22M3.6%+111.6%0.194%
11/14/2024Flow Traders U.S. LLC78,899$3.64M0.2%N/A0.054%
11/14/2024Captrust Financial Advisors11,761$543K0.0%-11.2%0.008%
11/14/2024WFA of San Diego LLC41,442$1.91M1.6%+7.9%0.028%
11/14/2024CreativeOne Wealth LLC11,408$527K0.0%N/A0.008%
11/13/2024FMR LLC8,675$400K0.0%+53.7%0.006%
11/13/2024Truvestments Capital LLC626$29K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC3,060$141K0.0%+109.4%0.002%
11/12/2024Cerity Partners LLC15,851$732K0.0%-42.3%0.011%
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11/12/2024Kingsview Wealth Management LLC13,865$640K0.0%+185.3%0.009%
11/12/2024Flagstar Advisors Inc.12,136$560K0.1%N/A0.008%
11/12/2024AlphaCore Capital LLC2,001$92K0.0%+8,995.5%0.001%
11/6/2024Archer Investment Corp634$29K0.0%N/A0.000%
11/5/2024Aptus Capital Advisors LLC2,762$127K0.0%+56.4%0.002%
11/5/2024WealthPLAN Partners LLC9,650$445K0.1%-5.4%0.007%
11/1/2024Atria Investments Inc17,699$817K0.0%+203.2%0.012%
11/1/2024Assetmark Inc.26,580$1.23M0.0%+8,940.8%0.018%
11/1/2024Source Financial Advisors LLC30,466$1.41M0.4%-8.2%0.021%
10/30/2024Madden Advisory Services Inc.25,588$1.18M0.5%+300.6%0.017%
10/30/2024Rational Advisors LLC323,765$14.95M1.4%-2.9%0.220%
10/29/2024 Janney Montgomery Scott LLC443,501$20.47M0.1%-0.6%0.301%
10/28/2024Campbell Wealth Management2,213,579$102.18M9.1%N/A1.503%
10/28/2024Creative Financial Designs Inc. ADV8,584$396K0.0%-42.7%0.006%
10/25/2024 Mutual Advisors LLC121,160$5.59M0.2%+158.2%0.082%
10/25/2024Andina Capital Management LLC51,902$2.40M1.8%+13.0%0.035%
10/24/2024 Wealth Enhancement Advisory Services LLC201,703$9.31M0.0%+5.7%0.137%
10/24/2024 NorthCrest Asset Manangement LLC32,253$1.49M0.0%+10.3%0.022%
10/23/2024Allworth Financial LP1,916$88K0.0%+695.0%0.001%
10/22/2024Coston McIsaac & Partners749$34K0.0%N/A0.001%
10/22/2024WT Wealth Management446,021$20.59M5.1%N/A0.303%
10/22/2024Signaturefd LLC2,276$105K0.0%-26.6%0.002%
10/22/2024Sequoia Financial Advisors LLC10,178$470K0.0%+6.0%0.007%
10/21/2024Castleview Partners LLC959$44K0.0%N/A0.001%
10/19/2024 Godsey & Gibb Inc.531$25K0.0%N/A0.000%
10/18/2024WestHill Financial Advisors Inc.255,568$11.80M2.6%+3.1%0.174%
10/18/2024Raymond James & Associates1,123,215$51.85M0.0%+14.4%0.763%
10/18/2024Blue Trust Inc.8,424$371K0.0%+3,439.5%0.006%
10/16/2024 Transform Wealth LLC31,701$1.46M0.1%-4.3%0.022%
10/16/2024Clearview Wealth Advisors LLC4,483$207K0.2%-27.2%0.003%
10/11/2024Creative Planning28,454$1.31M0.0%-12.8%0.019%
10/10/2024 Koshinski Asset Management Inc.25,930$1.20M0.1%-3.9%0.018%
10/9/2024 Charles Schwab Trust Co245,380$11.33M1.0%+72.2%0.167%
10/9/2024 San Luis Wealth Advisors LLC443,154$20.46M4.2%+35.0%0.301%
10/9/2024 Selective Wealth Management Inc.7,779$354K0.1%N/A0.005%
10/8/2024CWM LLC4,488$207K0.0%+1,059.7%0.003%
10/7/2024 Bank of New Hampshire47,637$2.20M0.6%-1.2%0.032%
10/7/2024WealthBridge Capital Management LLC9,192$424K0.1%+8.2%0.006%
10/2/2024 American National Bank & Trust4,700$217K0.0%+7.5%0.003%
9/5/2024Sanctuary Advisors LLC22,291$966K0.0%N/A0.015%
8/28/2024RiverFront Investment Group LLC3,954,083$174.38M4.6%+2.3%2.685%
8/22/2024Cetera Investment Advisers82,071$3.62M0.0%-1.4%0.056%
8/21/2024Truist Financial Corp143,247$6.32M0.0%-11.5%0.097%
8/19/2024EP Wealth Advisors LLC11,200$494K0.0%+45.2%0.008%
8/19/2024B. Riley Wealth Advisors Inc.85,028$3.75M0.1%+66.2%0.058%
8/16/2024Northwestern Mutual Wealth Management Co.6,389$282K0.0%+57.3%0.004%
8/16/2024Creative Planning32,627$1.44M0.0%+101.6%0.022%
8/14/2024Semmax Financial Advisors Inc.135,360$6.15M1.8%+11.3%0.092%
8/12/2024Mercer Global Advisors Inc. ADV18,152$801K0.0%+189.9%0.012%
8/10/2024DecisionPoint Financial LLC75,524$3.40M1.2%-0.9%0.051%
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8/9/2024WealthPLAN Partners LLC10,205$450K0.0%-13.5%0.007%
8/9/2024Renaissance Technologies LLC22,900$1.01M0.0%+26.5%0.016%
8/8/2024Envestnet Asset Management Inc.3,685,393$162.53M0.1%+11.8%2.503%
8/8/2024SYM FINANCIAL Corp690$30K0.0%N/A0.000%
8/8/2024 Client 1ST Advisory Group LLC11,114$490K0.2%-9.4%0.008%
8/8/2024PFG Advisors18,800$829K0.1%-15.8%0.013%
8/8/2024Mitchell Sinkler & Starr PA4,745$212K0.1%+23.4%0.003%
8/6/2024Valtinson Bruner Financial Planning LLC112,140$4.95M2.0%N/A0.076%
8/5/2024Addison Advisors LLC1,571$69K0.0%N/A0.001%
8/2/2024FFG Retirement Advisors LLC54,115$2.39M1.7%-13.3%0.037%
(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, 183 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 ($174.38M), Envestnet Asset Management Inc. ($162.53M), Campbell Wealth Management ($102.18M), Raymond James & Associates ($51.85M), and San Luis Wealth Advisors LLC ($23.02M).Learn more on SCHI's institutional investors.

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

Of the 177 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 ($3.95M), Campbell Wealth Management ($2.24M), Charles Schwab Investment Management Inc. ($2.12M), Raymond James & Associates ($1.13M), Janney Montgomery Scott LLC ($898.58K), and San Luis Wealth Advisors LLC ($714.97K).

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

Institutional investors have bought a total of 132,874,385 shares in the last 24 months. This purchase volume represents approximately $2.96B in transactions.

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

Of the 54 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), Charles Schwab Investment Management Inc. ($2.54M), Pinnacle Wealth Management Group Inc. ($121.74K), Adams Wealth Management ($91.56K), Horst & Graben Wealth Management LLC ($88.23K), Austin Private Wealth LLC ($68.58K), and Jane Street Group LLC ($67.59K).

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

Institutional investors have sold a total of 7,697,779 shares in the last 24 months. This volume of shares sold represents approximately $164.49M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 1/21/2025 by MarketBeat.com Staff
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