Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q3 2025 (September 30)223holders −3
37new positions
35sold out
2famous investors
$23.08avg. 13F price*
At the end of Q3 2025, 223 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, down 3 from Q2 2025. 37 opened new positions and 35 sold out. The largest holders were RiverFront Investment Group, LLC ($194.4M), Captrust Financial Advisors ($172.3M) and Envestnet Asset Management Inc. ($169.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $36.2M |
| Exits | 35 | $29.7M |
All 13F filers, Q2 2025 → Q3 2025: 3,566,457 shares bought and 1,702,066 shares sold, net +1,864,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| RiverFront Investment Group, LLC | 3.41% | Add +0.7% | 8,424,032 | $194.4M |
| Captrust Financial Advisors | 0.35% | Add +3.0% | 7,464,403 | $172.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.4% | 7,363,237 | $169.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.7% | 2,438,684 | $56.3M |
| Bouchey Financial Group, Ltd. | 2.33% | Add +3.1% | 1,308,128 | $30.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 1,097,511 | $25.3M |
| Bank of America Corp. | 0.00% | Add +0.2% | 1,074,996 | $24.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.6% | 802,550 | $18.5M |
| Gunma Bank,Ltd. | 5.27% | Add +25.9% | 730,000 | $16.8M |
| L2 Asset Management, LLC | 2.17% | Reduce -0.1% | 651,093 | $15.0M |
| Jane Street Group, LLC | 0.02% | New | 605,793 | $14.0M |
| WestHill Financial Advisors, Inc. | 2.68% | Add +6.7% | 593,251 | $13.7M |
| Rational Advisors, Inc. | 1.30% | Reduce -1.9% | 540,680 | $12.5M |
| Financial Engines Advisors L.L.C. | 0.02% | New | 533,760 | $12.3M |
| Stifel Financial Corp. | 0.01% | Add +9.5% | 505,425 | $11.7M |
| Charles Schwab Trust Co | 0.73% | Add +8.6% | 467,551 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +15.9% | 436,430 | $10.1M |
| LPL Financial LLC | 0.00% | Add +15.3% | 423,680 | $9.8M |
| Vident Advisory, LLC | 0.09% | Add +22.6% | 383,639 | $8.9M |
| Blair William & Co. | 0.02% | Add +161.8% | 353,955 | $8.2M |
| WT Wealth Management | 2.34% | Add +4.2% | 352,290 | $8.1M |
| Van Strum & Towne Inc. | 2.34% | Add +136.1% | 345,664 | $8.0M |
| White & Co Financial Planning Inc | 5.91% | Add +3.7% | 340,176 | $7.9M |
| Kaizen Financial Strategies | 3.49% | Add +6.9% | 335,016 | $7.7M |
| Advisory Services Network, LLC | 0.11% | Reduce -3.4% | 332,708 | $7.7M |
| Truist Financial Corp. | 0.01% | Reduce -0.2% | 260,319 | $6.0M |
| Mariner, LLC | 0.01% | Add +16.0% | 244,870 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +8.8% | 227,459 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 217,975 | $5.0M |
| Madden Advisory Services, Inc. | 1.98% | Add +44.9% | 204,314 | $4.7M |
| Seek First Inc. | 3.14% | Add +2.3% | 189,096 | $4.4M |
| Mutual Advisors, LLC | 0.10% | Add +12.4% | 186,460 | $4.3M |
| Bank of New Hampshire | 0.92% | Add +27.2% | 173,258 | $4.0M |
| MFG Wealth Management, Inc. | 2.28% | New | 130,712 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +5.8% | 128,318 | $3.0M |
| Beacon Bridge Wealth Partners, LLC | 1.04% | Add +5.0% | 126,702 | $2.9M |
| Andina Capital Management, LLC | 1.62% | Reduce -6.8% | 124,483 | $2.9M |
| Essex LLC | 0.52% | Reduce -28.7% | 123,786 | $2.9M |
| WFA of San Diego, LLC | 1.85% | Add +20.9% | 116,940 | $2.7M |
| Prairiewood Capital, LLC | 0.88% | Add +14.1% | 115,219 | $2.7M |
| Arrowroot Family Office, LLC | 1.03% | Add +0.2% | 112,032 | $2.6M |
| DecisionPoint Financial, LLC | 0.60% | Reduce -12.8% | 111,754 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 109,387 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +727.8% | 108,659 | $2.5M |
| Integrity Alliance, Llc. | 0.11% | Add +48.3% | 102,273 | $2.4M |
| Citizens National Bank Trust Department | 0.39% | Reduce -1.3% | 94,557 | $2.2M |
| Assetmark, Inc. | 0.00% | Reduce -0.5% | 91,348 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +9.0% | 89,619 | $2.1M |
| Renaissance Technologies | 0.00% | Add +86.2% | 85,296 | $2.0M |
| Creative Planning | 0.00% | Add +7.4% | 83,363 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +97.2% | 77,428 | $1.8M |
| Avior Wealth Management, LLC | 0.06% | Add +0.6% | 74,019 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +184.5% | 71,734 | $1.7M |
| Citadel Advisors | 0.00% | Add +42.8% | 71,019 | $1.6M |
| Certior Financial Group, LLC | 1.09% | Add +4.0% | 69,465 | $1.6M |
| Comerica Bank | 0.01% | Reduce -1.0% | 69,196 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +193.5% | 64,862 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.7% | 63,408 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Reduce -0.6% | 61,714 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -3.9% | 58,931 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 57,485 | $1.3M |
| American National Bank & Trust | 0.13% | Add +8.1% | 56,605 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Reduce -39.3% | 54,727 | $1.3M |
| Integral Investment Advisors, Inc. | 0.34% | Add +9.7% | 53,949 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -14.6% | 53,504 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.53% | Add +7.2% | 52,425 | $1.2M |
| CIBC Bancorp USA Inc. | 0.01% | — | 50,011 | $1.2M |
| Cascades Capital Asset Management, LLC | 0.50% | New | 48,050 | $1.1M |
| Morgan Stanley | 0.00% | Add +25.9% | 46,817 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -58.3% | 46,395 | $1.1M |
| Sculati Wealth Management, LLC | 0.35% | Reduce -14.4% | 43,029 | $993K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.6% | 41,494 | $958K |
| Bestgate Wealth Advisors, LLC | 1.51% | Add +5.7% | 37,157 | $858K |
| Rosenberg Matthew Hamilton | 0.17% | Add +0.1% | 34,933 | $806K |
| Main Street Research LLC | 0.04% | Add +31.6% | 34,241 | $790K |
| Cibc World Market Inc. | 0.00% | No change | 31,500 | $727K |
| Creative Financial Designs Inc. | 0.05% | Add +25.7% | 30,995 | $715K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +82.6% | 28,743 | $663K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.4% | 28,644 | $661K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 28,394 | $655K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -6.1% | 28,266 | $652K |
| Flagstar Securities, Inc. | 0.20% | Add +7.6% | 28,112 | $649K |
| Citigroup Inc. | 0.00% | Add +5.5% | 27,843 | $643K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 26,784 | $618K |
| Kestra Advisory Services, LLC | 0.00% | New | 26,650 | $615K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -4.2% | 26,466 | $611K |
| Corient Private Wealth LP | 0.00% | Add +61.2% | 25,959 | $599K |
| Joule Financial, LLC | 0.18% | No change | 25,325 | $585K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | Reduce -1.1% | 24,490 | $565K |
| Christensen, King & Associates Investment Services, Inc. | 0.24% | Add +0.7% | 24,419 | $564K |
| Money Concepts Capital Corp. | 0.03% | Add +21.5% | 23,774 | $549K |
| Prosperity Wealth Management, Inc. | 0.18% | Reduce -0.7% | 22,868 | $528K |
| Waverly Advisors, LLC | 0.01% | Reduce -41.6% | 22,288 | $514K |
| &partners | 0.00% | Reduce -4.1% | 21,775 | $503K |
| Brookstone Capital Management | 0.01% | Add +13.4% | 21,648 | $500K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.1% | 21,611 | $499K |
| FMR LLC | 0.00% | Add +17.4% | 21,459 | $495K |
| Asset Allocation Strategies LLC | 0.10% | Add +0.8% | 20,792 | $480K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,256 | $468K |
| Ceeto Capital Group, LLC | 0.13% | No change | 20,000 | $462K |
"% 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.