Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q3 2024 (September 30)190holders +3
34new positions
31sold out
2famous investors
$44.68avg. 13F price*
At the end of Q3 2024, 190 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 3 from Q2 2024. 34 opened new positions and 31 sold out. The largest holders were RiverFront Investment Group, LLC ($186.5M), Envestnet Asset Management Inc. ($172.3M) and Campbell Wealth Management ($102.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $122.5M |
| Exits | 31 | $5.3B |
All 13F filers, Q2 2024 → Q3 2024: 4,422,532 shares bought and 120,469,353 shares sold, net −116,046,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| RiverFront Investment Group, LLC | 4.39% | Add +5.3% | 4,164,220 | $186.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.3% | 3,733,596 | $172.3M |
| Campbell Wealth Management | 9.10% | New | 2,213,579 | $102.2M |
| Raymond James & Associates | 0.03% | Add +14.4% | 1,123,215 | $51.8M |
| Royal Bank of Canada | 0.01% | Reduce -3.2% | 575,546 | $26.6M |
| Bank of America Corp. | 0.00% | Add +7.5% | 543,049 | $25.1M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -0.7% | 443,501 | $20.5M |
| San Luis Wealth Advisors LLC | 4.22% | Add +35.0% | 443,154 | $20.5M |
| Bouchey Financial Group, Ltd. | 1.71% | Add +10.6% | 413,449 | $19.1M |
| Rational Advisors, Inc. | 1.48% | Reduce -2.9% | 323,765 | $14.9M |
| WestHill Financial Advisors, Inc. | 2.65% | Add +3.1% | 255,568 | $11.8M |
| Charles Schwab Trust Co | 0.98% | Add +72.3% | 245,380 | $11.3M |
| WT Wealth Management | 3.24% | New | 446,021 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.7% | 201,703 | $9.3M |
| Gunma Bank,Ltd. | 3.13% | Add +50.0% | 165,000 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +12.9% | 152,485 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +50.5% | 148,390 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Add +16.3% | 147,208 | $6.8M |
| Truist Financial Corp. | 0.01% | Add +1.4% | 145,258 | $6.7M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +66.2% | 141,304 | $6.5M |
| Semmax Financial Advisors Inc. | 1.75% | Add +111.6% | 286,383 | $6.4M |
| Kaizen Financial Strategies | 3.68% | Add +4.7% | 136,619 | $6.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +9.9% | 117,309 | $5.4M |
| Citadel Advisors | 0.00% | Add +3.2% | 86,359 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +5.2% | 86,358 | $4.0M |
| LPL Financial LLC | 0.00% | Add +35.5% | 85,860 | $4.0M |
| Mariner, LLC | 0.01% | Add +24.4% | 82,974 | $3.8M |
| Advisory Services Network, LLC | 0.08% | No change | 85,027 | $3.7M |
| Flow Traders U.S. LLC | 0.18% | New | 78,899 | $3.6M |
| AlphaStar Capital Management, LLC | 0.26% | Add +6.1% | 70,002 | $3.2M |
| Signet Financial Management, LLC | 0.41% | Reduce -1.3% | 69,130 | $3.2M |
| DecisionPoint Financial, LLC | 1.01% | Reduce -8.9% | 68,819 | $3.2M |
| Beacon Bridge Wealth Partners, LLC | 1.32% | Add +78.7% | 66,391 | $3.1M |
| Mutual Advisors, LLC | 0.08% | Add +158.2% | 121,160 | $2.7M |
| Essex LLC | 0.53% | Reduce -0.5% | 55,645 | $2.6M |
| Andina Capital Management, LLC | 1.82% | Add +13.0% | 51,902 | $2.4M |
| Renaissance Technologies | 0.00% | Add +117.8% | 49,887 | $2.3M |
| Bank of New Hampshire | 0.55% | Reduce -1.2% | 47,637 | $2.2M |
| Citizens National Bank Trust Department | 0.46% | Add +0.0% | 46,966 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Add +1.0% | 43,516 | $2.0M |
| Van Strum & Towne Inc. | 0.67% | Add +160.6% | 42,015 | $1.9M |
| WFA of San Diego, LLC | 1.62% | Add +7.9% | 41,442 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +39.6% | 40,209 | $1.9M |
| Nilsine Partners, LLC | 0.22% | Add +4.4% | 36,889 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Add +0.5% | 36,379 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +223.5% | 72,115 | $1.6M |
| Comerica Bank | 0.01% | Reduce -1.9% | 33,653 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +10.3% | 32,253 | $1.5M |
| Transform Wealth, LLC | 0.10% | Reduce -4.3% | 31,701 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.51% | Reduce -72.0% | 31,401 | $1.4M |
| Source Financial Advisors LLC | 0.42% | Reduce -8.2% | 30,466 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Reduce -8.2% | 30,466 | $1.4M |
| Adams Wealth Management | 0.29% | Add +0.1% | 29,254 | $1.4M |
| CacheTech Inc. | 0.29% | Add +0.1% | 29,254 | $1.4M |
| Creative Planning | 0.00% | Reduce -12.8% | 28,454 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Add +3.7% | 28,408 | $1.3M |
| Arrowroot Family Office, LLC | 0.75% | Add +23.6% | 28,004 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -71.2% | 27,365 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +8940.8% | 26,580 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -3.9% | 25,930 | $1.2M |
| Madden Advisory Services, Inc. | 0.54% | Add +300.6% | 25,588 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | New | 24,343 | $1.1M |
| Prairiewood Capital, LLC | 0.47% | Add +14.3% | 23,881 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Reduce -15.1% | 23,285 | $1.1M |
| Cascades Capital Asset Management, LLC | 0.54% | — | 20,670 | $954K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.0% | 20,382 | $941K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.9% | 20,104 | $928K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.9% | 20,104 | $928K |
| Osaic Holdings, Inc. | 0.00% | Add +20.4% | 18,720 | $864K |
| Pinnacle Family Advisors, LLC | 0.44% | Add +14.6% | 18,503 | $854K |
| Morgan Stanley | 0.00% | Add +148.2% | 18,370 | $848K |
| Focus Partners Wealth | 0.00% | New | 18,023 | $832K |
| Pacific Capital Wealth Advisors, Inc. | 0.14% | Add +136.8% | 17,898 | $826K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 17,703 | $817K |
| Atria Investments, Inc | 0.01% | Add +203.2% | 17,699 | $817K |
| Wedbush Securities Inc. | 0.03% | Reduce -6.8% | 16,845 | $778K |
| Integral Investment Advisors, Inc. | 0.20% | Add +63.7% | 16,173 | $747K |
| Cerity Partners LLC | 0.00% | Reduce -42.3% | 15,851 | $732K |
| Waverly Advisors, LLC | 0.01% | Add +53.8% | 15,125 | $698K |
| Mercer Global Advisors Inc. | 0.00% | Add +53.0% | 27,769 | $642K |
| Kingsview Wealth Management, LLC | 0.01% | Add +185.3% | 13,865 | $640K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.2% | 13,744 | $634K |
| Joule Financial, LLC | 0.21% | Add +2.3% | 12,791 | $590K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.6% | 12,397 | $572K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.8% | 12,301 | $568K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.1% | 12,279 | $567K |
| Flagstar Securities, Inc. | 0.14% | New | 12,136 | $560K |
| Captrust Financial Advisors | 0.00% | Reduce -11.2% | 11,761 | $543K |
| CreativeOne Wealth, LLC | 0.02% | New | 11,408 | $527K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.3% | 10,723 | $495K |
| Client 1ST Advisory Group, LLC | 0.19% | Reduce -5.6% | 10,487 | $484K |
| IFP Advisors, Inc | 0.02% | Add +514.3% | 10,351 | $478K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.0% | 10,178 | $470K |
| Valmark Advisers, Inc. | 0.01% | No change | 10,128 | $468K |
| Ceeto Capital Group, LLC | 0.17% | Add +100.0% | 10,000 | $462K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -5.4% | 9,650 | $445K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Reduce -2.2% | 9,543 | $440K |
| WealthBridge Capital Management, LLC | 0.12% | Add +8.2% | 9,192 | $424K |
| Ogorek Anthony Joseph /NY/ | 0.15% | Reduce -3.0% | 9,179 | $423K |
| Capital Analysts, LLC | 0.02% | Add +33.6% | 9,121 | $421K |
"% 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.