Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q1 2025 (March 31)214holders +6
37new positions
30sold out
2famous investors
$22.46avg. 13F price*
At the end of Q1 2025, 214 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 6 from Q4 2024. 37 opened new positions and 30 sold out. The largest holders were RiverFront Investment Group, LLC ($189.9M), Envestnet Asset Management Inc. ($167.6M) and Captrust Financial Advisors ($142.2M). 2 famous investors held it, including 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $8.5M |
| Exits | 30 | $26.7M |
All 13F filers, Q4 2024 → Q1 2025: 7,973,716 shares bought and 2,317,791 shares sold, net +5,655,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| RiverFront Investment Group, LLC | 4.23% | Add +3.6% | 8,454,119 | $189.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.6% | 7,463,475 | $167.6M |
| Captrust Financial Advisors | 0.36% | Add +23524.3% | 6,330,372 | $142.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.0% | 2,386,907 | $53.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.2% | 1,153,952 | $25.9M |
| Bouchey Financial Group, Ltd. | 2.29% | Add +4.8% | 1,132,577 | $25.4M |
| Bank of America Corp. | 0.00% | Add +0.2% | 1,082,031 | $24.3M |
| San Luis Wealth Advisors LLC | 4.24% | Reduce -19.9% | 835,253 | $18.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -3.1% | 834,587 | $18.7M |
| L2 Asset Management, LLC | 2.93% | Add +1.6% | 635,215 | $14.3M |
| Gunma Bank,Ltd. | 4.20% | No change | 580,000 | $13.0M |
| WestHill Financial Advisors, Inc. | 2.85% | Add +12.6% | 554,891 | $12.5M |
| Charles Schwab Trust Co | 0.84% | Add +1.1% | 447,004 | $10.0M |
| Rational Advisors, Inc. | 0.91% | Reduce -8.8% | 384,534 | $8.6M |
| WT Wealth Management | 2.54% | Reduce -22.3% | 348,195 | $7.8M |
| White & Co Financial Planning Inc | 6.31% | Reduce -0.3% | 326,399 | $7.3M |
| LPL Financial LLC | 0.00% | Add +31.6% | 314,553 | $7.1M |
| Advisory Services Network, LLC | 0.13% | Add +5.4% | 311,741 | $7.0M |
| Kaizen Financial Strategies | 3.97% | Add +9.6% | 304,371 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -7.6% | 287,972 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Add +44.8% | 284,987 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 279,881 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 256,910 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -34.5% | 237,354 | $5.3M |
| Mariner, LLC | 0.01% | Add +28.2% | 233,951 | $5.3M |
| Vident Advisory, LLC | 0.08% | Add +27.6% | 230,094 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +6.0% | 208,579 | $4.7M |
| Semmax Financial Advisors Inc. | 1.06% | Add +4.3% | 177,065 | $3.9M |
| Seek First Inc. | 3.32% | — | 166,482 | $3.7M |
| Andina Capital Management, LLC | 2.48% | Reduce -0.9% | 155,324 | $3.5M |
| Integrity Alliance, Llc. | 0.14% | Add +67.6% | 155,124 | $3.5M |
| Mutual Advisors, LLC | 0.10% | Add +22.5% | 152,144 | $3.4M |
| DecisionPoint Financial, LLC | 0.95% | Add +7.8% | 145,819 | $3.3M |
| Van Strum & Towne Inc. | 1.08% | Add +5.6% | 143,119 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -0.5% | 130,669 | $2.9M |
| Madden Advisory Services, Inc. | 1.34% | Add +36.3% | 127,823 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 1.22% | Add +1.0% | 127,474 | $2.9M |
| Signet Financial Management, LLC | 0.38% | Reduce -10.1% | 126,333 | $2.8M |
| Bank of New Hampshire | 0.70% | Add +17.3% | 119,752 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +10.8% | 119,451 | $2.7M |
| Blair William & Co. | 0.01% | Add +159.5% | 106,198 | $2.4M |
| Essex LLC | 0.51% | Reduce -2.9% | 104,470 | $2.3M |
| Citizens National Bank Trust Department | 0.46% | Add +2.3% | 96,827 | $2.2M |
| Assetmark, Inc. | 0.01% | Add +53.0% | 95,832 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.9% | 86,107 | $1.9M |
| Sculati Wealth Management, LLC | 0.76% | Add +277.5% | 83,816 | $1.9M |
| CoreCap Advisors, LLC | 0.08% | Reduce -49.6% | 82,916 | $1.9M |
| Prairiewood Capital, LLC | 0.72% | Add +14.4% | 79,158 | $1.8M |
| Comerica Bank | 0.01% | Add +4.0% | 73,277 | $1.6M |
| Cascades Capital Asset Management, LLC | 0.91% | Add +5.0% | 73,220 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Add +0.3% | 73,218 | $1.6M |
| Creative Planning | 0.00% | Add +36.2% | 71,497 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -7.0% | 67,767 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +18.8% | 66,571 | $1.5M |
| Certior Financial Group, LLC | 1.19% | Add +20.6% | 63,910 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Add +3.8% | 62,192 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Reduce -1.7% | 59,005 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -86.3% | 56,952 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.9% | 51,702 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +104.6% | 49,945 | $1.1M |
| Integral Investment Advisors, Inc. | 0.35% | Add +12.0% | 49,245 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.59% | Add +6.5% | 48,108 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +17.0% | 46,224 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 40,689 | $914K |
| Mercer Global Advisors Inc. | 0.00% | Add +28.0% | 39,159 | $880K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.5% | 38,850 | $873K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.5% | 38,850 | $873K |
| HRT Financial LP | 0.01% | New | 38,428 | $863K |
| Pacific Capital Wealth Advisors, Inc. | 0.14% | Add +0.0% | 36,388 | $817K |
| Bestgate Wealth Advisors, LLC | 1.64% | New | 35,158 | $790K |
| American National Bank & Trust | 0.09% | Add +13.6% | 34,925 | $784K |
| Transform Wealth, LLC | 0.05% | Reduce -45.1% | 33,420 | $751K |
| Cibc World Markets Corp. | 0.01% | Reduce -0.3% | 32,456 | $729K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 32,081 | $721K |
| Flagstar Securities, Inc. | 0.18% | Add +0.7% | 31,884 | $716K |
| Cibc World Market Inc. | 0.00% | No change | 31,500 | $707K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -0.1% | 30,132 | $677K |
| GTS Securities LLC | 0.03% | New | 26,545 | $596K |
| Bartlett & Co. Wealth Management LLC | 0.01% | New | 26,197 | $588K |
| Joule Financial, LLC | 0.20% | Reduce -1.0% | 25,325 | $569K |
| Citadel Advisors | 0.00% | Add +14.7% | 25,287 | $568K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | New | 24,031 | $540K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.8% | 23,790 | $534K |
| &partners | 0.01% | Add +11.0% | 22,388 | $531K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | Add +0.4% | 23,572 | $528K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.1% | 23,445 | $527K |
| Earned Wealth Advisors, LLC | 0.11% | New | 23,280 | $523K |
| OneAscent Financial Services LLC | 0.03% | Add +4.0% | 21,578 | $485K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +148.8% | 21,479 | $482K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +24.4% | 21,470 | $482K |
| Asset Allocation Strategies LLC | 0.12% | Add +4.0% | 21,184 | $476K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.6% | 20,957 | $471K |
| CW Advisors, LLC | 0.01% | New | 20,813 | $466K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,256 | $455K |
| WealthBridge Capital Management, LLC | 0.13% | Add +5.7% | 20,170 | $453K |
| Colton Groome Financial Advisors, LLC | 0.18% | New | 20,121 | $452K |
| Ceeto Capital Group, LLC | 0.17% | No change | 20,000 | $449K |
| Creative Financial Designs Inc. | 0.03% | Add +27.4% | 19,323 | $434K |
| Old Mission Capital LLC | 0.01% | New | 18,982 | $426K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -6.1% | 17,819 | $400K |
"% 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.