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

Schwab 5-10 Year Corporate Bond ETF logo
$22.34
+0.12 (+0.54%)
(As of 11/4/2024 ET)
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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)
124
Total
Institutional Inflows
(last 12 months)
$520.22M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$104.42M
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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
11/1/2024 Atria Investments Inc17,699$817K0.0%+203.2%0.012%
11/1/2024 Assetmark Inc.26,580$1.23M0.0%+8,940.8%0.018%
11/1/2024 Source Financial Advisors LLC30,466$1.41M0.4%-8.2%0.021%
10/30/2024 Madden Advisory Services Inc.25,588$1.18M0.5%+300.6%0.017%
10/30/2024 Rational 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%
10/28/2024 Campbell Wealth Management2,213,579$102.18M9.1%N/A1.503%
10/28/2024 Creative 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%
10/25/2024 Andina 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%
10/23/2024 Allworth Financial LP1,916$88K0.0%+695.0%0.001%
10/22/2024 Coston McIsaac & Partners749$34K0.0%N/A0.001%
10/22/2024 WT Wealth Management446,021$20.59M5.1%N/A0.303%
10/22/2024 Signaturefd LLC2,276$105K0.0%-26.6%0.002%
10/22/2024 Sequoia Financial Advisors LLC10,178$470K0.0%+6.0%0.007%
10/21/2024 Castleview Partners LLC959$44K0.0%N/A0.001%
10/19/2024Godsey & 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%
10/16/2024 Clearview Wealth Advisors LLC4,483$207K0.2%-27.2%0.003%
10/11/2024 Creative 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%
10/8/2024 CWM LLC4,488$207K0.0%+1,059.7%0.003%
10/7/2024 Bank of New Hampshire47,637$2.20M0.6%-1.2%0.032%
10/7/2024 WealthBridge 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%
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8/16/2024 Creative 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%
8/10/2024 DecisionPoint Financial LLC75,524$3.40M1.2%-0.9%0.051%
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%
8/8/2024Client 1ST Advisory Group LLC11,114$490K0.2%-9.4%0.008%
8/8/2024 PFG 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%
8/2/2024 FFG Retirement Advisors LLC54,115$2.39M1.7%-13.3%0.037%
8/2/2024Larson Financial Group LLC1,461$64K0.0%+1,346.5%0.001%
8/2/2024Beacon Bridge Wealth Partners LLC37,152$1.64M0.8%+28.3%0.025%
8/1/2024 Clearview Wealth Advisors LLC6,154$271K0.2%-44.3%0.004%
7/31/2024Aptus Capital Advisors LLC1,766$78K0.0%+1,409.4%0.001%
7/31/2024 Nilsine Partners LLC35,344$1.56M0.2%+3.1%0.024%
7/31/2024Commonwealth Equity Services LLC18,044$796K0.0%+59.6%0.012%
7/30/2024Integral Investment Advisors Inc.9,877$437K0.2%-13.3%0.007%
7/30/2024 Signaturefd LLC3,101$137K0.0%+75.2%0.002%
7/27/2024 Strategic Blueprint LLC43,093$1.90M0.1%+12.0%0.029%
7/26/2024Harbour Investments Inc.10,859$479K0.0%-19.2%0.007%
7/26/2024AlphaStar Capital Management LLC65,954$2.91M0.3%+8.8%0.045%
7/26/2024 Rational Advisors LLC333,512$14.71M1.4%-5.5%0.226%
7/26/2024Van Strum & Towne Inc.16,120$711K0.3%+7.0%0.011%
7/23/2024 1620 Investment Advisors Inc.2,386$105K0.1%N/A0.002%
7/23/2024 Marmo Financial Group LLC138,723$6.12M3.7%-1.1%0.094%
7/23/2024Security Financial Services INC.8,412$371K0.1%+18.2%0.006%
7/23/2024Essex LLC55,925$2.47M0.6%+7.0%0.038%
7/19/2024WestHill Financial Advisors Inc.247,879$10.93M2.7%+1.0%0.168%
7/19/2024Raymond James & Associates981,945$43.30M0.0%+27.9%0.667%
7/18/2024 Prairiewood Capital LLC20,896$922K0.4%+29.4%0.014%
7/18/2024 Triad Wealth Partners LLC563$25K0.0%N/A0.000%
7/17/2024 AdvisorNet Financial Inc5,366$237K0.0%-15.9%0.004%
7/16/2024 Wealth Enhancement Advisory Services LLC190,887$8.42M0.0%+18.8%0.130%
7/16/2024 NorthCrest Asset Manangement LLC29,243$1.29M0.0%+1.4%0.020%
7/16/2024 Andina Capital Management LLC45,923$2.03M1.5%+23.4%0.031%
7/16/2024 Sequoia Financial Advisors LLC9,603$423K0.0%+21.3%0.007%
7/15/2024 Transform Wealth LLC33,130$1.46M0.1%+7.5%0.022%
7/9/2024 ZRC Wealth Management LLC558$25K0.0%-87.3%0.000%
7/8/2024 Versant Capital Management Inc1,000$44K0.0%N/A0.001%
7/1/2024 Bank of New Hampshire48,235$2.13M0.6%+18.2%0.033%
5/24/2024Cetera Investment Advisers83,243$3.70M0.0%N/A0.057%
5/20/2024 Adams Wealth Management18,239$811K0.2%+11.1%0.012%
5/17/2024Semmax Financial Advisors Inc.121,634$5.32M1.7%+18.1%0.083%
5/17/2024Comerica Bank26,646$1.19M0.0%N/A0.018%
5/16/2024Jane Street Group LLC174,453$7.76M0.0%N/A0.119%
5/16/2024FSA Wealth Management LLC977$43K0.0%N/A0.001%
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5/16/2024B. Riley Wealth Advisors Inc.51,155$2.16M0.0%-6.2%0.035%
5/14/2024EP Wealth Advisors LLC7,713$343K0.0%+29.5%0.005%
5/11/2024Patten & Patten Inc. TN5,891$262K0.0%N/A0.004%
5/9/2024SageView Advisory Group LLC4,615$205K0.0%N/A0.003%
5/9/2024Charles Schwab Investment Advisory Inc.111,203,789$4.95B6.8%+2.8%75.804%
5/7/2024Meeder Asset Management Inc.8,462$376K0.0%-6.6%0.006%
5/7/2024WealthPLAN Partners LLC11,803$525K0.1%-45.6%0.008%
5/7/2024 PFG Advisors22,323$993K0.1%-18.1%0.015%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,363$283K0.0%N/A0.004%
5/6/2024Advisory Services Network LLC81,738$3.64M0.1%+8.8%0.056%
(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, 166 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 WT Wealth Management ($20.59M).Learn more on SCHI's institutional investors.

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

Of the 159 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 ($2.25M), Charles Schwab Investment Management Inc. ($2.12M), Raymond James & Associates ($1.13M), Envestnet Asset Management Inc. ($587.64K), and Janney Montgomery Scott LLC ($480.48K).

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

Institutional investors have bought a total of 130,965,816 shares in the last 24 months. This purchase volume represents approximately $2.92B in transactions.

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

Of the 53 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 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 7,619,236 shares in the last 24 months. This volume of shares sold represents approximately $162.67M in transactions.


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This page (NYSEARCA:SCHI) was last updated on 11/5/2024 by MarketBeat.com Staff
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