Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q4 2024 (December 31)208holders +18
39new positions
22sold out
1famous investor
$22.07avg. 13F price*
At the end of Q4 2024, 208 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 18 from Q3 2024. 39 opened new positions and 22 sold out. The largest holders were RiverFront Investment Group, LLC ($180.1M), Envestnet Asset Management Inc. ($165.7M) and Campbell Wealth Management ($125.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $40.1M |
| Exits | 22 | $13.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,851,665 shares bought and 2,728,213 shares sold, net +2,123,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 208 holders
| RiverFront Investment Group, LLC | 4.10% | Reduce -2.0% | 8,158,176 | $180.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.5% | 7,506,378 | $165.7M |
| Campbell Wealth Management | 11.29% | Add +28.3% | 5,681,777 | $125.4M |
| Raymond James Financial Inc. | 0.02% | — | 2,387,957 | $52.7M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 1,155,970 | $25.5M |
| Bouchey Financial Group, Ltd. | 2.08% | Add +30.6% | 1,080,234 | $23.8M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 1,079,511 | $23.8M |
| San Luis Wealth Advisors LLC | 4.36% | Add +17.7% | 1,043,209 | $23.0M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -2.9% | 861,598 | $19.0M |
| L2 Asset Management, LLC | 3.01% | New | 625,418 | $13.8M |
| Gunma Bank,Ltd. | 4.23% | Add +75.8% | 580,000 | $12.8M |
| Destiny Wealth Partners, LLC | 2.00% | New | 555,188 | $12.3M |
| WestHill Financial Advisors, Inc. | 2.44% | Reduce -3.5% | 493,032 | $10.9M |
| WT Wealth Management | 3.10% | Reduce -49.8% | 448,013 | $9.9M |
| Charles Schwab Trust Co | 0.84% | Reduce -9.9% | 442,304 | $9.8M |
| Rational Advisors, Inc. | 0.94% | Reduce -34.9% | 421,790 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.0% | 415,607 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +18.9% | 362,612 | $8.0M |
| White & Co Financial Planning Inc | 6.13% | — | 327,246 | $7.2M |
| Stifel Financial Corp. | 0.01% | Add +5.0% | 311,753 | $6.9M |
| Advisory Services Network, LLC | 0.12% | Add +73.9% | 295,653 | $6.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.5% | 286,265 | $6.3M |
| Kaizen Financial Strategies | 3.49% | Add +1.7% | 277,829 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.4% | 260,936 | $5.8M |
| LPL Financial LLC | 0.00% | Add +39.2% | 239,087 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +14.0% | 196,840 | $4.3M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -30.4% | 196,829 | $4.3M |
| Mariner, LLC | 0.01% | Add +9.9% | 182,462 | $4.0M |
| Vident Advisory, LLC | 0.07% | New | 180,356 | $4.0M |
| Semmax Financial Advisors Inc. | 1.00% | Reduce -70.4% | 169,709 | $3.8M |
| CoreCap Advisors, LLC | 0.17% | Add +237.9% | 164,504 | $3.6M |
| Andina Capital Management, LLC | 2.82% | Add +51.1% | 156,810 | $3.5M |
| Signet Financial Management, LLC | 0.40% | Add +1.6% | 140,479 | $3.1M |
| Van Strum & Towne Inc. | 1.05% | Add +61.3% | 135,546 | $3.0M |
| DecisionPoint Financial, LLC | 0.91% | Reduce -1.8% | 135,232 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +271.1% | 131,345 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 1.18% | Reduce -4.9% | 126,242 | $2.8M |
| Mutual Advisors, LLC | 0.08% | Reduce -48.7% | 124,213 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +34.1% | 107,808 | $2.4M |
| Essex LLC | 0.50% | Reduce -3.4% | 107,550 | $2.4M |
| Bank of New Hampshire | 0.58% | Add +7.2% | 102,133 | $2.3M |
| Valtinson Bruner Financial Planning LLC | 0.77% | Add +59.2% | 100,007 | $2.2M |
| Citizens National Bank Trust Department | 0.44% | Add +0.7% | 94,628 | $2.1M |
| Madden Advisory Services, Inc. | 0.96% | Add +83.3% | 93,801 | $2.1M |
| Integrity Alliance, Llc. | 0.22% | — | 92,541 | $2.0M |
| CacheTech Inc. | 0.36% | Add +48.8% | 87,078 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -46.2% | 77,612 | $1.7M |
| Retireful, LLC | 0.97% | New | 78,200 | $1.7M |
| Adams Wealth Management | 0.32% | Add +31.4% | 76,853 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Add +0.4% | 73,030 | $1.6M |
| Savant Capital, LLC | 0.01% | New | 72,840 | $1.6M |
| Nilsine Partners, LLC | 0.17% | Reduce -1.7% | 72,549 | $1.6M |
| Comerica Bank | 0.01% | Add +4.7% | 70,446 | $1.6M |
| Cascades Capital Asset Management, LLC | 0.84% | Add +68.6% | 69,699 | $1.5M |
| Prairiewood Capital, LLC | 0.65% | Add +44.9% | 69,193 | $1.5M |
| Arrowroot Family Office, LLC | 0.74% | Add +14.8% | 64,276 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -0.4% | 64,229 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +17.8% | 62,619 | $1.4M |
| Transform Wealth, LLC | 0.07% | Reduce -4.0% | 60,843 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Reduce -1.5% | 60,032 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | Add +5.5% | 59,915 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +145.5% | 56,017 | $1.2M |
| Certior Financial Group, LLC | 1.04% | — | 52,983 | $1.2M |
| Creative Planning | 0.00% | Reduce -7.7% | 52,504 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.4% | 47,050 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 45,193 | $997K |
| Pinnacle Family Advisors, LLC | 0.48% | Add +22.0% | 45,151 | $996K |
| Integral Investment Advisors, Inc. | 0.31% | Add +35.9% | 43,957 | $970K |
| Morgan Stanley | 0.00% | Add +11.9% | 41,096 | $907K |
| Blair William & Co. | 0.00% | Add +11080.0% | 40,919 | $903K |
| Waverly Advisors, LLC | 0.01% | Add +30.6% | 39,522 | $872K |
| Pacific Capital Wealth Advisors, Inc. | 0.13% | Add +1.6% | 36,385 | $803K |
| Jane Street Group, LLC | 0.00% | Reduce -37.0% | 34,453 | $760K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.6% | 33,923 | $749K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -15.6% | 33,923 | $749K |
| Cibc World Markets Corp. | 0.00% | Reduce -30.1% | 32,569 | $719K |
| Flagstar Securities, Inc. | 0.17% | Add +30.5% | 31,677 | $699K |
| Cibc World Market Inc. | 0.00% | New | 31,500 | $695K |
| American National Bank & Trust | 0.08% | Add +227.2% | 30,758 | $679K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -44.9% | 30,593 | $675K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.6% | 30,163 | $666K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -41.8% | 30,172 | $666K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.9% | 26,992 | $596K |
| Captrust Financial Advisors | 0.00% | Add +13.9% | 26,796 | $591K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 26,444 | $584K |
| Joule Financial, LLC | 0.20% | No change | 25,582 | $565K |
| Goldman Sachs Group Inc. | 0.00% | Add +64.2% | 24,408 | $539K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.3% | 24,232 | $535K |
| Christensen, King & Associates Investment Services, Inc. | 0.24% | Add +23.0% | 23,484 | $518K |
| Wedbush Securities Inc. | 0.02% | Reduce -31.2% | 23,181 | $512K |
| Sculati Wealth Management, LLC | 0.19% | New | 22,205 | $490K |
| Citadel Advisors | 0.00% | Reduce -87.2% | 22,052 | $487K |
| OneAscent Financial Services LLC | 0.04% | New | 20,750 | $458K |
| Asset Allocation Strategies LLC | 0.11% | Add +62.2% | 20,369 | $449K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,256 | $447K |
| &partners | 0.01% | New | 20,173 | $445K |
| Ceeto Capital Group, LLC | 0.16% | No change | 20,000 | $441K |
| WealthBridge Capital Management, LLC | 0.12% | Add +3.8% | 19,084 | $421K |
| WealthPlan Investment Management, LLC | 0.04% | New | 18,978 | $419K |
| FC Advisory LLC | 0.13% | Add +0.3% | 17,600 | $388K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -15.2% | 17,260 | $381K |
| Ogorek Anthony Joseph /NY/ | 0.12% | Reduce -6.4% | 17,190 | $379K |
| Main Street Research LLC | 0.02% | Reduce -7.7% | 16,396 | $362K |
| Morton Brown Family Wealth, LLC | 0.12% | New | 15,636 | $345K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -5.6% | 15,411 | $340K |
| Selective Wealth Management, Inc. | 0.14% | Add +0.1% | 15,581 | $340K |
| Creative Financial Designs Inc. | 0.03% | Reduce -11.7% | 15,164 | $335K |
| Rockefeller Capital Management L.P. | 0.00% | New | 15,042 | $332K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -2.0% | 14,860 | $328K |
| Capital Analysts, LLC | 0.01% | Reduce -21.4% | 14,341 | $317K |
| Harbour Investments, Inc. | 0.01% | Reduce -34.6% | 14,024 | $310K |
| Corient Private Wealth LP | 0.00% | Add +25.0% | 13,950 | $308K |
| Moneco Advisors, LLC | 0.03% | Add +0.7% | 13,295 | $293K |
| PFG Advisors | 0.02% | New | 13,191 | $291K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -38.2% | 12,964 | $286K |
| Bristlecone Advisors, LLC | 0.02% | Add +1.6% | 12,952 | $286K |
| Independent Advisor Alliance | 0.00% | New | 12,596 | $278K |
| FMR LLC | 0.00% | Reduce -28.7% | 12,367 | $273K |
| Larson Financial Group LLC | 0.01% | Add +96.7% | 12,040 | $266K |
| Patten & Patten Inc. | 0.02% | No change | 11,708 | $258K |
| Strategic Blueprint, LLC | 0.02% | Reduce -86.7% | 11,573 | $255K |
| MML Investors Services, LLC | 0.00% | New | 11,446 | $253K |
| Cerity Partners LLC | 0.00% | Reduce -64.7% | 11,192 | $247K |
| Mitchell Sinkler & Starr | 0.07% | No change | 11,090 | $245K |
| Guardian Financial Partners, LLC | 0.14% | New | 10,464 | $231K |
| Sowell Financial Services LLC | 0.01% | New | 10,423 | $230K |
| National Bank of Canada | 0.00% | New | 10,225 | $226K |
| Delta Financial Group, Inc. | 0.05% | New | 10,204 | $225K |
| Clearview Wealth Advisors LLC | 0.17% | Add +12.0% | 10,041 | $222K |
| PFG Investments, LLC | 0.01% | New | 9,842 | $217K |
| Eq Wealth Advisors, LLC | 0.20% | — | 9,642 | $213K |
| Citigroup Inc. | 0.00% | Add +30.2% | 9,121 | $201K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 9,100 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.6% | 8,632 | $190K |
| Principal Securities, Inc. | 0.00% | Add +63.2% | 7,240 | $160K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.3% | 6,532 | $144K |
| AE Wealth Management LLC | 0.00% | New | 6,344 | $140K |
| NewEdge Advisors, LLC | 0.00% | Add +17.2% | 5,968 | $132K |
| Cwm, LLC | 0.00% | Reduce -33.8% | 5,940 | $131K |
| Wells Fargo & Company | 0.00% | Reduce -48.5% | 5,787 | $128K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -80.0% | 4,919 | $109K |
| 1620 Investment Advisors, Inc. | 0.08% | No change | 4,772 | $105K |
| Rialto Wealth Management, LLC | 0.03% | — | 4,572 | $101K |
| Signaturefd, LLC | 0.00% | No change | 4,549 | $100K |
| Windsor Advisory Group, LLC | 0.11% | New | 4,274 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | New | 3,995 | $88K |
| IFP Advisors, Inc | 0.00% | Reduce -84.0% | 3,323 | $73K |
| MilWealth Group LLC | 0.02% | No change | 3,118 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +227.8% | 2,931 | $65K |
| Aventura Private Wealth, LLC | 0.03% | — | 2,550 | $56K |
| NorthRock Partners, LLC | 0.00% | Add +3692.4% | 2,503 | $55K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,386 | $53K |
| CVA Family Office, LLC | 0.01% | Add +0.5% | 2,274 | $50K |
| Bangor Savings Bank | 0.00% | No change | 1,680 | $37K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,498 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | Add +38.9% | 1,444 | $32K |
| Allworth Financial LP | 0.00% | Reduce -63.0% | 1,416 | $31K |
| SYM FINANCIAL Corp | 0.00% | No change | 1,380 | $30K |
| Gables Capital Management Inc. | 0.01% | No change | 1,378 | $30K |
| MCF Advisors LLC | 0.00% | No change | 1,356 | $30K |
| Archer Investment Corp | 0.01% | No change | 1,268 | $28K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,116 | $25K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,062 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 1,050 | $23K |
| US Bancorp \de | 0.00% | Add +193.2% | 1,032 | $23K |
| Spire Wealth Management | 0.00% | Add +122.7% | 1,020 | $23K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 970 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -0.1% | 913 | $20K |
| Howe & Rusling Inc. | 0.00% | Add +1737.5% | 882 | $19K |
| Bank of Montreal | 0.00% | Add +30.9% | 880 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.8% | 856 | $19K |
| Global Retirement Partners, LLC | 0.00% | Reduce -31.4% | 816 | $18K |
| MAI Capital Management | 0.00% | New | 690 | $15K |
| Crews Bank & Trust | 0.00% | — | 660 | $15K |
| Golden State Wealth Management, LLC | 0.00% | — | 608 | $13K |
| Hexagon Capital Partners LLC | 0.00% | No change | 542 | $12K |
| Salem Investment Counselors Inc. | 0.00% | New | 538 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -97.0% | 506 | $11K |
| Synergy Asset Management, LLC | 0.00% | New | 225 | $10K |
| Truvestments Capital LLC | 0.00% | Reduce -64.7% | 442 | $10K |
| Peoples Bank | 0.01% | No change | 440 | $10K |
| GoalVest Advisory LLC | 0.00% | New | 419 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.3% | 373 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 308 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.5% | 300 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 280 | $6K |
| Sound Income Strategies, LLC | 0.00% | New | 263 | $6K |
| WR Wealth Planners, LLC | 0.00% | Reduce -34.9% | 250 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 244 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 242 | $5K |
| Element Wealth, LLC | 0.00% | No change | 234 | $5K |
| Addison Advisors LLC | 0.00% | No change | 224 | $5K |
| Mattson Financial Services, LLC | 0.00% | New | 104 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 186 | $4K |
| Wagner Wealth Management, LLC | 0.00% | Add +58.8% | 162 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +6.1% | 140 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 134 | $3K |
| Decker Retirement Planning Inc. | 0.00% | — | 126 | $3K |
| Salomon & Ludwin, LLC | 0.00% | New | 118 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.2% | 81 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 56 | $1K |
| Investors Research Corp | 0.00% | No change | 36 | $795 |
| Armor Investment Advisors, LLC | 0.00% | New | 26 | $574 |
| AlphaCore Capital LLC | 0.00% | Reduce -99.5% | 20 | $441 |
| Parkside Financial Bank & Trust | 0.00% | New | 18 | $398 |
| Creative Capital Management Investments LLC | 0.00% | New | 16 | $353 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -50.0% | 12 | $274 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 12 | $265 |
"% 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.