Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q2 2026 (June 30)267holders +8
38new positions
29sold out
2famous investors
$22.64avg. 13F price*
At the end of Q2 2026, 267 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 8 from Q1 2026. 38 opened new positions and 29 sold out. The largest holders were Captrust Financial Advisors ($198.5M), RiverFront Investment Group, LLC ($192.1M) and Envestnet Asset Management Inc. ($163.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab 5-10 Year Corporate B
- CUSIP
- 808524698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $69.9M |
| Exits | 29 | $8.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,751,627 shares bought and 4,043,793 shares sold, net +1,707,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Captrust Financial Advisors | 0.30% | Add +2.8% | 8,768,676 | $198.5M |
| RiverFront Investment Group, LLC | 2.54% | Add +0.4% | 8,486,796 | $192.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.4% | 7,236,543 | $163.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -9.7% | 2,491,146 | $56.4M |
| Allstate Corp. | 0.42% | New | 1,839,862 | $41.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.8% | 1,302,835 | $29.5M |
| Royal Bank of Canada | 0.00% | Add +13.8% | 1,249,967 | $28.3M |
| Bouchey Financial Group, Ltd. | 1.69% | Reduce -21.5% | 1,153,981 | $26.1M |
| Permanens Capital L.P. | 2.56% | Reduce -18.5% | 1,099,967 | $24.9M |
| Citadel Advisors | 0.01% | Add +223.3% | 1,008,679 | $22.8M |
| Bank of America Corp. | 0.00% | Reduce -15.8% | 859,621 | $19.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.4% | 743,980 | $16.8M |
| L2 Asset Management, LLC | 1.57% | Reduce -49.3% | 665,705 | $15.1M |
| WestHill Financial Advisors, Inc. | 2.51% | Add +3.1% | 652,028 | $14.8M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 559,090 | $12.7M |
| LPL Financial LLC | 0.00% | Add +4.8% | 521,044 | $11.8M |
| Charles Schwab Trust Co | 0.66% | Add +1.8% | 520,480 | $11.8M |
| Van Strum & Towne Inc. | 3.11% | Reduce -0.9% | 504,007 | $11.4M |
| Ogorek Anthony Joseph /NY/ | 2.66% | Add +1.3% | 473,448 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | New | 438,376 | $9.9M |
| Cetera Investment Advisers | 0.01% | Add +51.4% | 428,440 | $9.7M |
| White & Co Financial Planning Inc | 5.99% | Add +13.1% | 427,382 | $9.7M |
| FF Advisors,LLC | 3.40% | Add +121.0% | 400,463 | $9.1M |
| WT Wealth Management | 2.42% | Add +13.3% | 385,866 | $8.7M |
| Kaizen Financial Strategies | 3.30% | Add +0.6% | 370,730 | $8.4M |
| Advisory Services Network, LLC | 0.09% | Reduce -4.1% | 359,320 | $8.1M |
| Systelligence, LLC | 1.16% | Add +15.8% | 306,397 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +476.2% | 305,466 | $6.9M |
| Bank of New Hampshire | 1.17% | Add +5.2% | 247,289 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +0.9% | 237,072 | $5.4M |
| Prairiewood Capital, LLC | 1.36% | Add +10.4% | 231,821 | $5.2M |
| Mutual Advisors, LLC | 0.10% | Add +8.7% | 230,538 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.3% | 226,820 | $5.2M |
| Arrowroot Family Office, LLC | 1.46% | Add +16.4% | 225,877 | $5.1M |
| Madden Advisory Services, Inc. | 1.83% | Reduce -2.3% | 224,990 | $5.1M |
| AssuredPartners Investment Advisors, LLC | 0.49% | Add +4.9% | 223,442 | $5.1M |
| Mariner, LLC | 0.00% | Add +0.3% | 206,595 | $4.7M |
| Seek First Inc. | 2.67% | Reduce -3.7% | 187,106 | $4.2M |
| Rational Advisors, Inc. | 0.40% | New | 184,358 | $4.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +31.3% | 179,763 | $4.1M |
| Blair William & Co. | 0.01% | Reduce -18.5% | 178,300 | $4.0M |
| Atria Investments, Inc | 0.04% | New | 168,012 | $3.8M |
| DecisionPoint Financial, LLC | 0.67% | Reduce -1.2% | 161,284 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.1% | 151,731 | $3.4M |
| Entelevest, LLC | 2.83% | Add +7.5% | 142,993 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 142,982 | $3.2M |
| WFA of San Diego, LLC | 2.65% | Add +4.4% | 144,644 | $3.2M |
| MFG Wealth Management, Inc. | 2.24% | Add +4.4% | 138,562 | $3.1M |
| Cascades Capital Asset Management, LLC | 1.08% | Add +5.4% | 128,065 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +50.2% | 125,541 | $2.8M |
| Creative Planning | 0.00% | Add +0.4% | 124,052 | $2.8M |
| Beacon Bridge Wealth Partners, LLC | 0.78% | Reduce -3.6% | 121,017 | $2.7M |
| Savant Capital, LLC | 0.01% | Add +96.2% | 116,167 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.4% | 113,587 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.8% | 111,528 | $2.5M |
| HRT Financial LP | 0.00% | New | 107,669 | $2.4M |
| Citigroup Inc. | 0.00% | Add +104.8% | 105,914 | $2.4M |
| Citizens National Bank Trust Department | 0.32% | Add +1.1% | 95,812 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +1.3% | 93,910 | $2.1M |
| Essex LLC | 0.31% | Add +3.0% | 89,747 | $2.0M |
| American National Bank & Trust | 0.17% | Add +18.7% | 88,144 | $2.0M |
| Bestgate Wealth Advisors, LLC | 2.98% | Add +2.7% | 82,682 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 81,343 | $1.8M |
| Certior Financial Group, LLC | 0.98% | Add +7.3% | 78,831 | $1.8M |
| Integral Investment Advisors, Inc. | 0.39% | Add +16.4% | 78,315 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -39.5% | 77,621 | $1.8M |
| Avior Wealth Management, LLC | 0.04% | Add +0.3% | 73,777 | $1.7M |
| Caitlin John, LLC | 0.90% | Reduce -78.6% | 72,227 | $1.6M |
| Integrity Alliance, Llc. | 0.05% | Add +3.6% | 72,090 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.2% | 70,603 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.0% | 69,528 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +310.6% | 68,074 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Reduce -2.7% | 63,928 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -83.4% | 61,826 | $1.4M |
| Fiduciary Financial Advisors | 0.14% | New | 60,279 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.55% | Add +1.4% | 57,610 | $1.3M |
| Worth Asset Management, LLC | 0.40% | Add +12.1% | 54,856 | $1.2M |
| Sculati Wealth Management, LLC | 0.41% | Add +4.3% | 54,113 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -1.6% | 53,631 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 49,629 | $1.1M |
| Main Street Research LLC | 0.05% | Add +4.9% | 46,488 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.9% | 46,135 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -16.9% | 45,298 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +10.5% | 45,141 | $1.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +27.2% | 43,648 | $988K |
| Absolute Capital Management, LLC | 0.24% | Add +131.6% | 42,480 | $962K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +20.1% | 39,619 | $897K |
| CoreCap Advisors, LLC | 0.03% | Reduce -40.2% | 39,305 | $890K |
| Peregrine Asset Advisers, Inc. | 0.19% | New | 38,308 | $867K |
| FMR LLC | 0.00% | Reduce -18.0% | 36,062 | $816K |
| Rosenberg Matthew Hamilton | 0.15% | No change | 35,282 | $799K |
| Money Concepts Capital Corp. | 0.04% | Add +16.8% | 34,644 | $784K |
| Creative Financial Designs Inc. | 0.04% | Add +4.3% | 34,232 | $775K |
| Sigma Planning Corp | 0.02% | Add +1.5% | 31,313 | $709K |
| IFP Advisors, Inc | 0.01% | Add +44.3% | 30,987 | $702K |
| Facet Wealth, Inc. | 0.01% | Add +87.8% | 30,683 | $695K |
| Flagstar Securities, Inc. | 0.21% | Add +7.0% | 30,577 | $692K |
| Keeler Thomas Management LLC | 0.24% | New | 29,925 | $678K |
| Cerity Partners LLC | 0.00% | Add +40.4% | 29,320 | $664K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.1% | 28,199 | $638K |
"% of holder's portfolio" is SCHI's weight in each manager's 13F, not the share of Schwab 5-10 Year Corporate B the manager owns.