Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q2 2024 (June 30)187holders +4
41new positions
37sold out
2famous investors
$44.10avg. 13F price*
At the end of Q2 2024, 187 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 4 from Q1 2024. 41 opened new positions and 37 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.3B), RiverFront Investment Group, LLC ($174.4M) and Envestnet Asset Management Inc. ($162.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $34.8M |
| Exits | 37 | $116.8M |
All 13F filers, Q1 2024 → Q2 2024: 116,251,889 shares bought and 3,600,335 shares sold, net +112,651,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Charles Schwab Investment Management Inc. | 1.01% | Add +2114.1% | 119,714,506 | $5.3B |
| RiverFront Investment Group, LLC | 4.65% | Add +2.3% | 3,954,083 | $174.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +11.8% | 3,685,393 | $162.5M |
| Raymond James & Associates | 0.03% | Add +27.9% | 981,945 | $43.3M |
| Royal Bank of Canada | 0.01% | Reduce -24.8% | 594,426 | $26.2M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 505,018 | $22.3M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -7.1% | 446,401 | $19.7M |
| Bouchey Financial Group, Ltd. | 1.57% | Add +3.4% | 374,003 | $16.5M |
| Rational Advisors, Inc. | 1.47% | Reduce -5.5% | 333,512 | $14.7M |
| San Luis Wealth Advisors LLC | 3.48% | New | 328,242 | $14.5M |
| WestHill Financial Advisors, Inc. | 2.65% | Add +1.0% | 247,879 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +18.8% | 190,887 | $8.4M |
| Truist Financial Corp. | 0.01% | Reduce -11.5% | 143,247 | $6.3M |
| Charles Schwab Trust Co | 0.58% | Reduce -19.8% | 142,459 | $6.3M |
| Semmax Financial Advisors Inc. | 1.85% | Add +11.3% | 135,360 | $6.1M |
| Marmo Financial Group, LLC | 3.70% | Reduce -1.1% | 138,723 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 135,098 | $6.0M |
| Kaizen Financial Strategies | 3.66% | Add +33.5% | 130,547 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.4% | 126,550 | $5.6M |
| BlackRock Inc. | 0.00% | Reduce -16.5% | 122,235 | $5.4M |
| Valtinson Bruner Financial Planning LLC | 1.96% | New | 112,140 | $4.9M |
| Gunma Bank,Ltd. | 4.04% | New | 110,000 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +10.4% | 106,707 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 98,604 | $4.3M |
| Jane Street Group, LLC | 0.00% | Reduce -45.6% | 94,959 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +66.2% | 85,028 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Add +4.0% | 85,027 | $3.7M |
| Citadel Advisors | 0.00% | Add +229.7% | 83,667 | $3.7M |
| Cetera Investment Advisers | 0.01% | Reduce -1.4% | 82,071 | $3.6M |
| DecisionPoint Financial, LLC | 1.14% | Reduce -0.9% | 75,524 | $3.4M |
| Old Mission Capital LLC | 0.08% | Add +333.7% | 71,510 | $3.2M |
| Signet Financial Management, LLC | 0.42% | Add +4.3% | 70,016 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -20.4% | 66,716 | $2.9M |
| AlphaStar Capital Management, LLC | 0.27% | Add +8.8% | 65,954 | $2.9M |
| LPL Financial LLC | 0.00% | Add +22.7% | 63,384 | $2.8M |
| Vident Advisory, LLC | 0.07% | New | 59,492 | $2.6M |
| Essex LLC | 0.55% | Add +7.0% | 55,925 | $2.5M |
| FFG Retirement Advisors LLC | 1.66% | Reduce -13.3% | 54,115 | $2.4M |
| Bank of New Hampshire | 0.55% | Add +18.2% | 48,235 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +12.7% | 46,920 | $2.1M |
| Citizens National Bank Trust Department | 0.46% | Reduce -10.6% | 46,959 | $2.1M |
| Andina Capital Management, LLC | 1.52% | Add +23.4% | 45,923 | $2.0M |
| Forthright Family Wealth Advisory LLC | 1.30% | Reduce -3.4% | 45,580 | $2.0M |
| Strategic Blueprint, LLC | 0.13% | Add +12.0% | 43,093 | $1.9M |
| WFA of San Diego, LLC | 1.52% | — | 38,423 | $1.7M |
| Beacon Bridge Wealth Partners, LLC | 0.75% | Add +28.3% | 37,152 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | New | 36,187 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.5% | 36,056 | $1.6M |
| Nilsine Partners, LLC | 0.21% | Add +3.1% | 35,344 | $1.6M |
| Comerica Bank | 0.01% | Add +28.8% | 34,316 | $1.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 33,575 | $1.5M |
| Source Financial Advisors LLC | 0.45% | Reduce -3.4% | 33,170 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Reduce -3.4% | 33,170 | $1.5M |
| Transform Wealth, LLC | 0.11% | Add +7.5% | 33,130 | $1.5M |
| Creative Planning | 0.00% | Add +101.5% | 32,627 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +1.4% | 29,243 | $1.3M |
| Adams Wealth Management | 0.30% | Add +60.3% | 29,237 | $1.3M |
| CacheTech Inc. | 0.30% | — | 29,237 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +223.1% | 28,807 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -6.7% | 27,492 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Add +1.8% | 27,413 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | Add +11.9% | 27,403 | $1.2M |
| Koshinski Asset Management, Inc. | 0.11% | New | 26,972 | $1.2M |
| Renaissance Technologies | 0.00% | Add +26.6% | 22,900 | $1.0M |
| Arrowroot Family Office, LLC | 0.64% | Add +43.7% | 22,650 | $999K |
| Gratus Capital, LLC | 0.04% | Add +5.6% | 22,029 | $971K |
| Sanctuary Advisors, LLC | 0.01% | — | 22,291 | $966K |
| Prairiewood Capital, LLC | 0.44% | Add +29.4% | 20,896 | $922K |
| PFG Advisors | 0.06% | Reduce -15.8% | 18,800 | $829K |
| Mercer Global Advisors Inc. | 0.00% | Add +189.9% | 18,152 | $801K |
| Wedbush Securities Inc. | 0.03% | Add +5.7% | 18,072 | $797K |
| Commonwealth Equity Services, LLC | 0.00% | Add +59.6% | 18,044 | $796K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +16.0% | 17,351 | $765K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +16.0% | 17,351 | $765K |
| Pinnacle Family Advisors, LLC | 0.39% | New | 16,148 | $712K |
| Van Strum & Towne Inc. | 0.26% | Add +7.0% | 16,120 | $711K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.5% | 15,542 | $685K |
| Creative Financial Designs Inc. | 0.06% | Add +2.8% | 14,982 | $661K |
| Captrust Financial Advisors | 0.00% | Add +11.7% | 13,238 | $584K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.17% | New | 13,174 | $581K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,909 | $564K |
| Joule Financial, LLC | 0.22% | No change | 12,507 | $552K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.8% | 12,288 | $542K |
| EP Wealth Advisors, LLC | 0.01% | Add +45.2% | 11,200 | $494K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -9.4% | 11,114 | $490K |
| Harbour Investments, Inc. | 0.02% | Reduce -19.2% | 10,859 | $479K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +66.8% | 10,720 | $473K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -13.5% | 10,205 | $450K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.5% | 10,128 | $447K |
| Integral Investment Advisors, Inc. | 0.16% | Reduce -13.3% | 9,877 | $437K |
| Waverly Advisors, LLC | 0.01% | New | 9,835 | $434K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Add +3.5% | 9,762 | $431K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +21.3% | 9,603 | $423K |
| Ogorek Anthony Joseph /NY/ | 0.14% | Reduce -97.6% | 9,464 | $417K |
| FC Advisory LLC | 0.14% | Add +0.2% | 8,760 | $386K |
| WealthBridge Capital Management, LLC | 0.12% | Add +27.9% | 8,492 | $374K |
| Security Financial Services, INC. | 0.08% | Add +18.2% | 8,412 | $371K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +31.9% | 8,393 | $370K |
| Emergent Wealth Advisors, LLC | 0.28% | Reduce -12.0% | 8,038 | $354K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -52.5% | 8,023 | $354K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.8% | 7,584 | $334K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | New | 7,559 | $333K |
| Morgan Stanley | 0.00% | Add +194.9% | 7,401 | $326K |
| Capital Analysts, LLC | 0.01% | New | 6,828 | $301K |
| Range Financial Group LLC | 0.15% | Add +0.5% | 6,716 | $296K |
| Moneco Advisors, LLC | 0.04% | Add +0.2% | 6,569 | $290K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -1.7% | 6,456 | $285K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +57.3% | 6,389 | $282K |
| Madden Advisory Services, Inc. | 0.14% | New | 6,387 | $282K |
| Fca Corp. | 0.09% | New | 6,378 | $281K |
| Clearview Wealth Advisors LLC | 0.24% | Reduce -44.3% | 6,154 | $271K |
| Patten & Patten Inc. | 0.02% | No change | 5,891 | $260K |
| Atria Investments, Inc | 0.00% | New | 5,838 | $257K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 5,733 | $253K |
| FMR LLC | 0.00% | Add +43.9% | 5,643 | $249K |
| Raymond James Trust N.A. | 0.01% | New | 5,625 | $248K |
| Power Wealth Management LLC | 0.12% | New | 5,581 | $246K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -15.8% | 5,366 | $237K |
| Ceeto Capital Group, LLC | 0.09% | New | 5,000 | $221K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -3.2% | 4,998 | $220K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.4% | 4,859 | $214K |
| Mitchell Sinkler & Starr | 0.05% | Add +23.4% | 4,745 | $212K |
| Wells Fargo & Company | 0.00% | Add +45.8% | 4,481 | $198K |
| American National Bank & Trust | 0.02% | Add +2.5% | 4,373 | $193K |
| Farther Finance Advisors, LLC | 0.01% | Add +554.8% | 4,400 | $192K |
| Signaturefd, LLC | 0.00% | Add +75.2% | 3,101 | $137K |
| Citigroup Inc. | 0.00% | Reduce -13.0% | 3,026 | $133K |
| NewEdge Advisors, LLC | 0.00% | New | 2,554 | $113K |
| 1620 Investment Advisors, Inc. | 0.08% | New | 2,386 | $105K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1409.4% | 1,766 | $78K |
| IFP Advisors, Inc | 0.00% | Add +857.4% | 1,685 | $74K |
| Addison Advisors LLC | 0.02% | New | 1,571 | $69K |
| MilWealth Group LLC | 0.02% | No change | 1,559 | $69K |
| Larson Financial Group LLC | 0.00% | Add +1346.5% | 1,461 | $64K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,193 | $53K |
| CVA Family Office, LLC | 0.01% | Add +0.5% | 1,126 | $50K |
| Cardinal Strategic Wealth Guidance | 0.02% | New | 1,008 | $44K |
| Bangor Savings Bank | 0.00% | Reduce -18.6% | 1,005 | $44K |
| Versant Capital Management, Inc | 0.01% | New | 1,000 | $44K |
| Principal Securities, Inc. | 0.00% | No change | 762 | $34K |
| SYM FINANCIAL Corp | 0.00% | New | 690 | $30K |
| MCF Advisors LLC | 0.00% | No change | 582 | $26K |
| Triad Wealth Partners, LLC | 0.01% | New | 563 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -87.3% | 558 | $25K |
| Global Retirement Partners, LLC | 0.00% | Reduce -78.3% | 504 | $22K |
| Spire Wealth Management | 0.00% | Reduce -85.4% | 490 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 485 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 457 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -84.7% | 403 | $18K |
| Cwm, LLC | 0.00% | Add +152.9% | 387 | $17K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 376 | $17K |
| Family Asset Management, LLC | 0.01% | Reduce -18.9% | 370 | $16K |
| International Assets Investment Management, LLC | 0.00% | New | 367 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | — | 294 | $13K |
| Assetmark, Inc. | 0.00% | New | 294 | $13K |
| Hexagon Capital Partners LLC | 0.00% | New | 271 | $12K |
| Allworth Financial LP | 0.00% | No change | 241 | $11K |
| Blue Trust, Inc. | 0.00% | New | 238 | $11K |
| Bell Investment Advisors, Inc | 0.00% | New | 226 | $10K |
| WR Wealth Planners, LLC | 0.00% | No change | 192 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.1% | 184 | $8K |
| Blair William & Co. | 0.00% | Add +195.2% | 183 | $8K |
| National Bank of Canada | 0.00% | New | 175 | $8K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.9% | 157 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 140 | $6K |
| SWS Partners | 0.00% | New | 124 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 121 | $5K |
| Element Wealth, LLC | 0.00% | No change | 117 | $5K |
| Gradient Investments LLC | 0.00% | New | 111 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 92 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 82 | $4K |
| US Bancorp \de | 0.00% | New | 76 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 66 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 67 | $3K |
| Wagner Wealth Management, LLC | 0.00% | Add +15.4% | 45 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 40 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 31 | $1K |
| Sandy Spring Bank | 0.00% | No change | 29 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 28 | $1K |
| AlphaCore Capital LLC | 0.00% | Reduce -96.8% | 22 | $970 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -89.1% | 20 | $882 |
| Investors Research Corp | 0.00% | No change | 18 | $794 |
| Princeton Global Asset Management LLC | 0.00% | New | 18 | $794 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 13 | $586 |
| Cornerstone Planning Group LLC | 0.00% | No change | 7 | $277 |
| Aspire Wealth Management Corp | 0.00% | Reduce -89.7% | 6 | $250 |
| Gen-Wealth Partners Inc | 0.00% | Reduce -100.0% | 3 | $132 |
"% 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.