Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q2 2025 (June 30)226holders +12
42new positions
28sold out
2famous investors
$22.76avg. 13F price*
At the end of Q2 2025, 226 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 12 from Q1 2025. 42 opened new positions and 28 sold out. The largest holders were RiverFront Investment Group, LLC ($190.4M), Envestnet Asset Management Inc. ($167.0M) and Captrust Financial Advisors ($164.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $25.2M |
| Exits | 28 | $12.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,522,925 shares bought and 1,564,508 shares sold, net +1,958,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| RiverFront Investment Group, LLC | 3.72% | Reduce -1.0% | 8,366,590 | $190.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.7% | 7,336,297 | $167.0M |
| Captrust Financial Advisors | 0.37% | Add +14.4% | 7,243,804 | $164.9M |
| Raymond James Financial Inc. | 0.02% | Add +3.9% | 2,481,036 | $56.5M |
| Bouchey Financial Group, Ltd. | 2.40% | Add +12.0% | 1,268,234 | $28.9M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 1,109,064 | $25.2M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 1,072,477 | $24.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.3% | 832,249 | $18.9M |
| San Luis Wealth Advisors LLC | 3.21% | Reduce -21.4% | 656,737 | $14.9M |
| L2 Asset Management, LLC | 2.43% | Add +2.6% | 651,801 | $14.8M |
| Gunma Bank,Ltd. | 4.31% | No change | 580,000 | $13.2M |
| WestHill Financial Advisors, Inc. | 2.68% | Add +0.2% | 556,055 | $12.7M |
| Rational Advisors, Inc. | 1.30% | Add +43.3% | 551,209 | $12.5M |
| Christopher J. Hasenberg, Inc | 4.32% | New | 511,211 | $11.6M |
| Stifel Financial Corp. | 0.01% | Add +60.3% | 461,669 | $10.5M |
| Charles Schwab Trust Co | 0.74% | Reduce -3.7% | 430,440 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Add +58.7% | 376,683 | $8.6M |
| LPL Financial LLC | 0.00% | Add +16.8% | 367,337 | $8.4M |
| Advisory Services Network, LLC | 0.13% | Add +10.5% | 344,537 | $7.8M |
| WT Wealth Management | 2.28% | Reduce -2.9% | 338,085 | $7.7M |
| White & Co Financial Planning Inc | 5.95% | Add +0.5% | 328,078 | $7.4M |
| Kaizen Financial Strategies | 3.64% | Add +2.9% | 313,304 | $7.1M |
| Vident Advisory, LLC | 0.08% | Add +36.0% | 313,031 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -6.8% | 260,865 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.5% | 219,592 | $5.0M |
| Mariner, LLC | 0.01% | Reduce -9.8% | 211,015 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +0.2% | 209,045 | $4.8M |
| AlphaStar Capital Management, LLC | 0.33% | New | 203,747 | $4.6M |
| Seek First Inc. | 3.41% | Add +11.0% | 184,788 | $4.2M |
| Semmax Financial Advisors Inc. | 1.06% | Add +2.5% | 181,557 | $4.1M |
| Essex LLC | 0.78% | Add +66.3% | 173,710 | $4.0M |
| Mutual Advisors, LLC | 0.09% | Add +9.0% | 165,888 | $3.8M |
| Flow Traders U.S. LLC | 0.14% | Add +1039.8% | 165,144 | $3.8M |
| Van Strum & Towne Inc. | 1.05% | Add +2.3% | 146,398 | $3.3M |
| Madden Advisory Services, Inc. | 1.37% | Add +10.3% | 141,040 | $3.2M |
| Bank of New Hampshire | 0.77% | Add +13.7% | 136,172 | $3.1M |
| Blair William & Co. | 0.01% | Add +27.3% | 135,174 | $3.1M |
| Andina Capital Management, LLC | 2.13% | Reduce -14.1% | 133,495 | $3.0M |
| DecisionPoint Financial, LLC | 0.74% | Reduce -12.1% | 128,121 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 121,243 | $2.8M |
| Beacon Bridge Wealth Partners, LLC | 1.09% | Reduce -5.3% | 120,656 | $2.7M |
| Arrowroot Family Office, LLC | 1.14% | — | 111,809 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -14.9% | 111,243 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +26.9% | 109,306 | $2.5M |
| Prairiewood Capital, LLC | 0.85% | Add +27.6% | 100,984 | $2.3M |
| WFA of San Diego, LLC | 1.63% | — | 96,730 | $2.2M |
| Citizens National Bank Trust Department | 0.43% | Reduce -1.1% | 95,779 | $2.2M |
| Assetmark, Inc. | 0.00% | Reduce -4.2% | 91,845 | $2.1M |
| CoreCap Advisors, LLC | 0.08% | Add +8.7% | 90,162 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 82,217 | $1.9M |
| Creative Planning | 0.00% | Add +8.6% | 77,651 | $1.8M |
| Avior Wealth Management, LLC | 0.06% | Add +0.5% | 73,616 | $1.7M |
| Comerica Bank | 0.01% | Reduce -4.6% | 69,877 | $1.6M |
| Integrity Alliance, Llc. | 0.09% | Reduce -55.5% | 68,989 | $1.6M |
| Certior Financial Group, LLC | 1.17% | Add +4.5% | 66,819 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -5.9% | 62,636 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | Reduce -0.2% | 62,077 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -9.5% | 61,303 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.8% | 59,874 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Reduce -3.8% | 56,795 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.4% | 53,882 | $1.2M |
| American National Bank & Trust | 0.12% | Add +50.0% | 52,372 | $1.2M |
| Sculati Wealth Management, LLC | 0.43% | Reduce -40.0% | 50,258 | $1.1M |
| Citadel Advisors | 0.00% | Add +96.8% | 49,751 | $1.1M |
| Integral Investment Advisors, Inc. | 0.32% | Reduce -0.2% | 49,159 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.54% | Add +1.7% | 48,911 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Add +50.1% | 48,703 | $1.1M |
| Renaissance Technologies | 0.00% | New | 45,800 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +67.5% | 39,259 | $893K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.8% | 38,554 | $877K |
| Waverly Advisors, LLC | 0.01% | Reduce -17.4% | 38,200 | $869K |
| Morgan Stanley | 0.00% | Reduce -8.7% | 37,171 | $846K |
| Rosenberg Matthew Hamilton | 0.18% | Add +745.0% | 34,909 | $795K |
| Bestgate Wealth Advisors, LLC | 1.64% | No change | 35,158 | $790K |
| Cibc World Market Inc. | 0.00% | No change | 31,500 | $717K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.6% | 31,256 | $711K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.1% | 30,107 | $685K |
| NorthCoast Asset Management LLC | 0.00% | New | 28,089 | $639K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +15.0% | 27,638 | $629K |
| Citigroup Inc. | 0.00% | Add +139.7% | 26,397 | $601K |
| Flagstar Securities, Inc. | 0.16% | Reduce -18.1% | 26,126 | $595K |
| Main Street Research LLC | 0.04% | Add +63.5% | 26,009 | $592K |
| Joule Financial, LLC | 0.19% | No change | 25,325 | $576K |
| HRT Financial LP | 0.00% | Reduce -34.2% | 25,288 | $575K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -35.6% | 25,212 | $574K |
| Creative Financial Designs Inc. | 0.04% | Add +27.6% | 24,658 | $561K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | Reduce -31.9% | 24,761 | $559K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | Add +2.8% | 24,239 | $552K |
| Prosperity Wealth Management, Inc. | 0.19% | New | 23,020 | $524K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.3% | 22,770 | $518K |
| &partners | 0.00% | Add +1.4% | 22,712 | $517K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 22,098 | $503K |
| Larson Financial Group LLC | 0.02% | Add +106.8% | 20,866 | $475K |
| CW Advisors, LLC | 0.00% | Add +0.2% | 20,859 | $475K |
| Asset Allocation Strategies LLC | 0.10% | Reduce -2.6% | 20,630 | $470K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,256 | $461K |
| Ceeto Capital Group, LLC | 0.16% | No change | 20,000 | $455K |
| WealthBridge Capital Management, LLC | 0.11% | Reduce -2.0% | 19,756 | $450K |
| Lebenthal Global Advisors, LLC | 0.08% | New | 19,742 | $449K |
| Money Concepts Capital Corp. | 0.03% | Add +54.1% | 19,571 | $445K |
| Brookstone Capital Management | 0.01% | New | 19,085 | $434K |
| FMR LLC | 0.00% | Add +23.8% | 18,280 | $416K |
| Lido Advisors, LLC | 0.00% | New | 18,198 | $414K |
| FC Advisory LLC | 0.12% | Add +0.2% | 17,661 | $402K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -1.0% | 17,642 | $402K |
| Old Mission Capital LLC | 0.01% | Reduce -9.2% | 17,236 | $392K |
| Howe & Rusling Inc. | 0.03% | Add +175.8% | 17,125 | $390K |
| GTS Securities LLC | 0.02% | Reduce -37.6% | 16,569 | $377K |
| Corient Private Wealth LP | 0.00% | Add +8.1% | 16,106 | $367K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -26.7% | 15,740 | $358K |
| Global Trust Asset Management, LLC | 0.19% | New | 15,500 | $353K |
| Selective Wealth Management, Inc. | 0.13% | Add +0.1% | 15,435 | $349K |
| Wedbush Securities Inc. | 0.01% | Reduce -29.4% | 14,804 | $337K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 14,391 | $328K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -3.3% | 14,372 | $327K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 14,334 | $326K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.7% | 14,297 | $325K |
| National Bank of Canada | 0.00% | Add +9.7% | 14,047 | $318K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,596 | $309K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.2% | 13,484 | $307K |
| Patten & Patten Inc. | 0.02% | No change | 13,443 | $306K |
| Moneco Advisors, LLC | 0.03% | Add +0.5% | 13,401 | $305K |
| MML Investors Services, LLC | 0.00% | Add +21.4% | 13,127 | $299K |
| Kingsview Wealth Management, LLC | 0.01% | Add +19.5% | 13,084 | $298K |
| Certuity, LLC | 0.03% | Add +1.3% | 13,023 | $296K |
| Bristlecone Advisors, LLC | 0.02% | Add +1.3% | 12,807 | $291K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.9% | 12,788 | $291K |
| Capital Investment Advisors, LLC | 0.00% | Add +31.5% | 12,178 | $277K |
| Mitchell Sinkler & Starr | 0.13% | Add +26.6% | 11,765 | $268K |
| Signal Advisors Wealth, LLC | 0.02% | New | 11,512 | $262K |
| Forum Financial Management, LP | 0.00% | No change | 11,211 | $255K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -7.9% | 11,000 | $250K |
| IFP Advisors, Inc | 0.01% | Add +53.1% | 10,911 | $248K |
| Guardian Financial Partners, LLC | 0.11% | Add +5.1% | 10,535 | $240K |
| PFG Investments, LLC | 0.01% | Add +0.0% | 10,475 | $238K |
| Signet Financial Management, LLC | 0.03% | Reduce -91.9% | 10,281 | $234K |
| NewEdge Advisors, LLC | 0.00% | Add +69.1% | 10,040 | $229K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +1.3% | 10,016 | $228K |
| Savvy Advisors, Inc. | 0.02% | New | 9,999 | $228K |
| Copperwynd Financial, LLC | 0.06% | New | 9,959 | $227K |
| Strategic Blueprint, LLC | 0.01% | New | 9,412 | $214K |
| Clearview Wealth Advisors LLC | 0.15% | Reduce -1.0% | 9,410 | $214K |
| HBK Sorce Advisory LLC | 0.01% | New | 9,410 | $214K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 9,332 | $212K |
| Sowell Financial Services LLC | 0.01% | Reduce -7.9% | 9,108 | $207K |
| NorthRock Partners, LLC | 0.01% | Add +258.2% | 9,047 | $206K |
| Destination Wealth Management | 0.01% | New | 8,950 | $204K |
| XTX Topco Ltd | 0.01% | New | 8,847 | $201K |
| Kovack Advisors, Inc. | 0.02% | New | 8,829 | $201K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Reduce -18.0% | 8,250 | $187K |
| Eq Wealth Advisors, LLC | 0.12% | No change | 7,776 | $177K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.7% | 7,026 | $160K |
| Harbour Investments, Inc. | 0.00% | Reduce -51.9% | 6,634 | $151K |
| Cwm, LLC | 0.00% | Reduce -3.0% | 6,120 | $139K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,479 | $125K |
| 1620 Investment Advisors, Inc. | 0.08% | No change | 4,772 | $109K |
| AE Wealth Management LLC | 0.00% | Add +27.3% | 4,619 | $105K |
| Rialto Wealth Management, LLC | 0.03% | No change | 4,572 | $104K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -82.8% | 4,504 | $103K |
| Principal Securities, Inc. | 0.00% | Reduce -39.0% | 4,417 | $101K |
| Lanark Financial, Inc. | 0.01% | New | 4,275 | $97K |
| Pin Oak Investment Advisors Inc. | 0.07% | New | 3,958 | $88K |
| Signaturefd, LLC | 0.00% | Reduce -19.6% | 3,655 | $83K |
| MilWealth Group LLC | 0.02% | No change | 3,118 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.8% | 2,772 | $63K |
| Aventura Private Wealth, LLC | 0.03% | No change | 2,550 | $58K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,386 | $54K |
| CVA Family Office, LLC | 0.01% | Reduce -8.3% | 2,091 | $48K |
| Hoey Investments, Inc. | 0.01% | New | 2,040 | $46K |
| Allworth Financial LP | 0.00% | Reduce -28.0% | 1,990 | $45K |
| SYM FINANCIAL Corp | 0.00% | New | 1,862 | $42K |
| Berkshire Money Management, Inc. | 0.00% | New | 1,699 | $39K |
| Bangor Savings Bank | 0.00% | No change | 1,671 | $38K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,568 | $36K |
| Bank of Montreal | 0.00% | Add +78.4% | 1,570 | $36K |
| Moser Wealth Advisors, LLC | 0.02% | New | 1,431 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 1,378 | $31K |
| MCF Advisors LLC | 0.00% | No change | 1,356 | $31K |
| Wells Fargo & Company | 0.00% | Reduce -80.1% | 1,190 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 1,188 | $27K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,116 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 1,074 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,062 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.1% | 1,052 | $24K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 970 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -88.3% | 824 | $19K |
| AlphaCore Capital LLC | 0.00% | New | 803 | $18K |
| Spire Wealth Management | 0.00% | Reduce -24.0% | 782 | $18K |
| Binnacle Investments Inc | 0.01% | New | 746 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 538 | $12K |
| Coston, McIsaac & Partners | 0.00% | Reduce -33.0% | 545 | $12K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.6% | 374 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 373 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Add +211.9% | 368 | $8K |
| US Bancorp \de | 0.00% | Add +51.5% | 303 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 251 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 244 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 242 | $6K |
| Total Investment Management Inc. | 0.00% | New | 216 | $5K |
| MAI Capital Management | 0.00% | Reduce -71.5% | 197 | $4K |
| Crewe Advisors LLC | 0.00% | New | 192 | $4K |
| AdvisorNet Financial, Inc | 0.00% | New | 179 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 176 | $4K |
| Key Financial Inc | 0.00% | No change | 157 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 140 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -85.1% | 131 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 134 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 91 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 67 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 65 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -52.3% | 63 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | New | 57 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 56 | $1K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 53 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 50 | $1K |
| Investors Research Corp | 0.00% | No change | 36 | $819 |
| North Capital, Inc. | 0.00% | No change | 25 | $569 |
| Parkside Financial Bank & Trust | 0.00% | No change | 18 | $419 |
| Golden State Wealth Management, LLC | 0.00% | No change | 18 | $410 |
| Creative Capital Management Investments LLC | 0.00% | No change | 16 | $364 |
| Cornerstone Planning Group LLC | 0.00% | Add +8.3% | 13 | $289 |
| Johnson Financial Group, Inc. | 0.00% | New | 12 | $274 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -93.7% | 11 | $259 |
| Smartleaf Asset Management LLC | 0.00% | No change | 10 | $226 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -100.0% | 2 | $46 |
"% 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.