Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q1 2024 (March 31)183holders
3famous investors
$44.49avg. 13F price*
At the end of Q1 2024, 183 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($4.9B), Charles Schwab Investment Management Inc. ($240.6M) and RiverFront Investment Group, LLC ($171.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $276.9M |
| Exits | 38 | $11.6M |
Ownership 183 holders
| Charles Schwab Investment Advisory, Inc. | 6.80% | Add +2.8% | 111,203,789 | $4.9B |
| Charles Schwab Investment Management Inc. | 0.06% | Add +0.3% | 5,407,007 | $240.6M |
| RiverFront Investment Group, LLC | 4.84% | New | 3,863,892 | $171.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +17456.2% | 3,297,578 | $146.7M |
| Campbell Wealth Management | 9.21% | Add +570.3% | 2,083,651 | $92.7M |
| Royal Bank of Canada | 0.01% | Add +572.9% | 789,907 | $35.1M |
| Raymond James & Associates | 0.02% | New | 767,453 | $34.1M |
| Bank of America Corp. | 0.00% | Add +6.0% | 513,782 | $22.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +8656.6% | 480,300 | $21.4M |
| Ogorek Anthony Joseph /NY/ | 6.01% | Add +31.6% | 388,708 | $17.3M |
| Bouchey Financial Group, Ltd. | 1.58% | Add +5.8% | 361,769 | $16.1M |
| Rational Advisors, Inc. | 1.49% | New | 352,947 | $15.7M |
| Rockefeller Capital Management L.P. | 0.04% | New | 314,330 | $14.0M |
| WestHill Financial Advisors, Inc. | 2.69% | Add +5.1% | 245,439 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.7% | 187,305 | $8.3M |
| Charles Schwab Trust Co | 0.75% | Add +37.9% | 177,645 | $7.9M |
| Jane Street Group, LLC | 0.01% | New | 174,453 | $7.8M |
| Truist Financial Corp. | 0.01% | New | 161,818 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +22.8% | 160,676 | $7.1M |
| BlackRock Inc. | 0.00% | Reduce -58.7% | 146,436 | $6.5M |
| Marmo Financial Group, LLC | 3.80% | New | 140,246 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +811.3% | 124,335 | $5.5M |
| Semmax Financial Advisors Inc. | 1.75% | Add +18.1% | 121,634 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +195.8% | 101,947 | $4.5M |
| Kaizen Financial Strategies | 2.96% | Add +55.3% | 97,750 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +978.4% | 96,669 | $4.3M |
| Mariner, LLC | 0.01% | Add +13.9% | 83,802 | $3.7M |
| Cetera Investment Advisers | 0.01% | New | 83,243 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Add +8.8% | 81,738 | $3.6M |
| DecisionPoint Financial, LLC | 1.31% | Reduce -2.8% | 76,247 | $3.3M |
| Signet Financial Management, LLC | 0.41% | Add +4.4% | 67,119 | $3.0M |
| FFG Retirement Advisors LLC | 1.96% | Reduce -27.0% | 62,416 | $2.8M |
| AlphaStar Capital Management, LLC | 0.28% | Add +10.3% | 60,614 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +392.1% | 57,674 | $2.6M |
| Citizens National Bank Trust Department | 0.54% | Add +1.4% | 52,502 | $2.3M |
| Essex LLC | 0.54% | Add +0.4% | 52,260 | $2.3M |
| LPL Financial LLC | 0.00% | Add +265.1% | 51,647 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.46% | Reduce -63.4% | 50,941 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -6.2% | 51,155 | $2.2M |
| Forthright Family Wealth Advisory LLC | 1.41% | Add +7.5% | 47,197 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +338.3% | 41,649 | $1.9M |
| Bank of New Hampshire | 0.48% | Add +261.0% | 40,801 | $1.8M |
| Strategic Blueprint, LLC | 0.12% | Reduce -35.3% | 38,478 | $1.7M |
| Andina Capital Management, LLC | 1.29% | New | 37,210 | $1.7M |
| Austin Private Wealth, LLC | 0.19% | Reduce -65.1% | 36,760 | $1.6M |
| Source Financial Advisors LLC | 0.46% | New | 34,340 | $1.5M |
| GeoWealth Management, LLC | 0.06% | New | 34,340 | $1.5M |
| Nilsine Partners, LLC | 0.21% | Reduce -3.1% | 34,295 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 33,600 | $1.5M |
| Transform Wealth, LLC | 0.13% | Add +4.5% | 30,825 | $1.4M |
| Cerity Partners LLC | 0.00% | New | 29,454 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.61% | Add +28.5% | 28,949 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +1.1% | 28,852 | $1.3M |
| Cibc World Markets Corp. | 0.01% | New | 26,942 | $1.2M |
| Comerica Bank | 0.01% | New | 26,646 | $1.2M |
| Citadel Advisors | 0.00% | Add +48.2% | 25,376 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +6.0% | 24,487 | $1.1M |
| PFG Advisors | 0.07% | Reduce -18.1% | 22,323 | $993K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.1% | 21,749 | $968K |
| Gratus Capital, LLC | 0.04% | Reduce -6.3% | 20,861 | $928K |
| One Wealth Advisors, LLC | 0.16% | Reduce -71.4% | 20,165 | $897K |
| Adams Wealth Management | 0.20% | Add +11.1% | 18,239 | $811K |
| Renaissance Technologies | 0.00% | Add +23.1% | 18,096 | $805K |
| Wedbush Securities Inc. | 0.03% | New | 17,097 | $761K |
| Perigon Wealth Management, LLC | 0.02% | New | 16,898 | $752K |
| Old Mission Capital LLC | 0.02% | Add +48.6% | 16,487 | $734K |
| TNF LLC | 0.29% | Reduce -43.5% | 16,925 | $733K |
| Creative Planning | 0.00% | Add +19.9% | 16,188 | $720K |
| Prairiewood Capital, LLC | 0.34% | Add +64.3% | 16,147 | $718K |
| Arrowroot Family Office, LLC | 0.45% | Add +32.1% | 15,761 | $701K |
| Van Strum & Towne Inc. | 0.24% | Add +16.3% | 15,062 | $670K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.0% | 14,960 | $666K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.0% | 14,960 | $666K |
| Creative Financial Designs Inc. | 0.06% | Reduce -24.1% | 14,581 | $649K |
| Harbour Investments, Inc. | 0.02% | Reduce -44.4% | 13,444 | $598K |
| Pinnacle Wealth Management Group, Inc. | 0.43% | Reduce -90.4% | 12,948 | $576K |
| DAVENPORT & Co LLC | 0.00% | New | 12,776 | $568K |
| Joule Financial, LLC | 0.23% | No change | 12,507 | $556K |
| Client 1ST Advisory Group, LLC | 0.25% | Add +10.4% | 12,267 | $546K |
| Captrust Financial Advisors | 0.00% | New | 11,856 | $527K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -45.6% | 11,803 | $525K |
| Schaeffer Financial LLC | 0.52% | Add +11.8% | 11,728 | $522K |
| Integral Investment Advisors, Inc. | 0.21% | New | 11,395 | $508K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.0% | 11,304 | $503K |
| Clearview Wealth Advisors LLC | 0.50% | Add +30.6% | 11,040 | $491K |
| Valmark Advisers, Inc. | 0.01% | No change | 10,176 | $453K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Reduce -1.1% | 9,435 | $420K |
| Emergent Wealth Advisors, LLC | 0.35% | New | 9,133 | $406K |
| HighTower Advisors, LLC | 0.00% | Add +6.1% | 8,916 | $395K |
| FC Advisory LLC | 0.14% | Add +0.1% | 8,742 | $389K |
| Meeder Asset Management Inc. | 0.02% | Reduce -6.6% | 8,462 | $376K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.7% | 7,915 | $352K |
| EP Wealth Advisors, LLC | 0.00% | Add +29.5% | 7,713 | $343K |
| Tradition Wealth Management, LLC | 0.03% | Add +2647.1% | 7,527 | $335K |
| My Legacy Advisors, LLC | 0.11% | Reduce -65.5% | 7,244 | $322K |
| Security Financial Services, INC. | 0.07% | Reduce -75.0% | 7,116 | $317K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -59.5% | 7,092 | $316K |
| Gen-Wealth Partners Inc | 0.15% | — | 6,989 | $311K |
| Range Financial Group LLC | 0.15% | New | 6,685 | $297K |
| WealthBridge Capital Management, LLC | 0.10% | New | 6,642 | $296K |
| Bristlecone Advisors, LLC | 0.03% | Add +0.8% | 6,570 | $292K |
| Moneco Advisors, LLC | 0.05% | New | 6,557 | $292K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -35.4% | 6,427 | $286K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -58.8% | 6,377 | $284K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 6,363 | $283K |
| Private Advisor Group, LLC | 0.00% | New | 6,316 | $281K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -47.8% | 6,262 | $279K |
| Fisher Asset Management | 0.00% | New | 6,145 | $273K |
| Patten & Patten Inc. | 0.02% | New | 5,891 | $262K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 5,854 | $260K |
| MML Investors Services, LLC | 0.00% | New | 5,804 | $258K |
| Rockbridge Investment Management, LCC | 0.04% | Add +1.0% | 5,733 | $255K |
| SageView Advisory Group, LLC | 0.01% | New | 4,615 | $253K |
| CoreCap Advisors, LLC | 0.01% | Add +14.0% | 5,387 | $240K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,191 | $231K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 5,161 | $230K |
| Delta Financial Group, Inc. | 0.06% | New | 4,891 | $218K |
| Elevation Wealth Partners, LLC | 0.10% | New | 4,398 | $196K |
| American National Bank & Trust | 0.03% | Add +279.0% | 4,268 | $190K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.8% | 4,061 | $181K |
| FMR LLC | 0.00% | Add +69.5% | 3,922 | $174K |
| Mitchell Sinkler & Starr | 0.04% | New | 3,845 | $171K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 3,715 | $165K |
| Citigroup Inc. | 0.00% | Add +303.9% | 3,478 | $155K |
| Spire Wealth Management | 0.00% | Add +464.4% | 3,364 | $150K |
| Wells Fargo & Company | 0.00% | Add +484.4% | 3,074 | $137K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,720 | $120K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,629 | $116K |
| UMB Bank, n.a. | 0.00% | New | 2,599 | $116K |
| Laffer Tengler Investments, Inc. | 0.04% | New | 2,578 | $115K |
| Morgan Stanley | 0.00% | Reduce -83.5% | 2,510 | $112K |
| Global Retirement Partners, LLC | 0.00% | Reduce -64.6% | 2,324 | $103K |
| Signaturefd, LLC | 0.00% | Add +6221.4% | 1,770 | $79K |
| Howe & Rusling Inc. | 0.01% | Add +16.2% | 1,611 | $72K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +108.7% | 1,607 | $71K |
| MilWealth Group LLC | 0.02% | No change | 1,559 | $69K |
| Bangor Savings Bank | 0.01% | No change | 1,234 | $55K |
| Harbor Investment Advisory, LLC | 0.01% | New | 1,193 | $53K |
| CVA Family Office, LLC | 0.01% | Add +0.3% | 1,121 | $50K |
| FSA Wealth Management LLC | 0.02% | New | 977 | $43K |
| Principal Securities, Inc. | 0.00% | Add +102.7% | 762 | $34K |
| AlphaCore Capital LLC | 0.01% | New | 680 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.5% | 672 | $30K |
| MCF Advisors LLC | 0.00% | No change | 582 | $26K |
| Anfield Capital Management, LLC | 0.01% | New | 558 | $25K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 556 | $25K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 457 | $20K |
| Family Asset Management, LLC | 0.01% | Reduce -0.4% | 456 | $20K |
| Archer Investment Corp | 0.01% | New | 375 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 310 | $14K |
| First Pacific Financial | 0.00% | New | 286 | $13K |
| Allworth Financial LP | 0.00% | New | 241 | $11K |
| Retirement Group, LLC | 0.00% | Reduce -28.1% | 230 | $10K |
| WR Wealth Planners, LLC | 0.00% | New | 192 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +12.3% | 183 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.1% | 182 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -59.1% | 176 | $8K |
| UBS Group AG | 0.00% | Reduce -59.8% | 164 | $7K |
| Rice Partnership, LLC | 0.00% | New | 162 | $7K |
| TD Private Client Wealth LLC | 0.00% | New | 160 | $7K |
| Cwm, LLC | 0.00% | Reduce -24.3% | 153 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 143 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -55.6% | 140 | $6K |
| Rothschild Investment LLC | 0.00% | Add +9.0% | 121 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -52.0% | 122 | $5K |
| Element Wealth, LLC | 0.00% | No change | 117 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 117 | $5K |
| Larson Financial Group LLC | 0.00% | New | 101 | $4K |
| Planning Capital Management Corp | 0.00% | No change | 100 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 92 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 66 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 62 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 67 | $3K |
| Blair William & Co. | 0.00% | Reduce -72.0% | 62 | $3K |
| Aspire Wealth Management Corp | 0.00% | Reduce -96.4% | 58 | $3K |
| Motco | 0.00% | No change | 54 | $2K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 45 | $2K |
| NBT Bank, N.A. | 0.00% | New | 42 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Add +21.9% | 39 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 31 | $1K |
| Sandy Spring Bank | 0.00% | New | 29 | $1K |
| Investors Research Corp | 0.00% | New | 18 | $801 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -94.8% | 7 | $264 |
"% 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.