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 |
| Forum Financial Management, LP | 0.01% | Add +76.8% | 19,821 | $457K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 19,756 | $456K |
| HBK Sorce Advisory LLC | 0.01% | Add +93.2% | 18,178 | $421K |
| FC Advisory LLC | 0.12% | Add +0.2% | 17,697 | $408K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +29.1% | 17,550 | $405K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -2.9% | 17,126 | $395K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -40.5% | 16,705 | $386K |
| Absolute Capital Management, LLC | 0.15% | New | 15,676 | $362K |
| Capital Analysts, LLC | 0.01% | Add +8.5% | 15,551 | $359K |
| IFP Advisors, Inc | 0.01% | Add +38.2% | 15,077 | $348K |
| Selective Wealth Management, Inc. | 0.11% | Reduce -3.8% | 14,843 | $342K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.0% | 14,386 | $332K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -2.0% | 14,091 | $325K |
| Moneco Advisors, LLC | 0.03% | Add +0.5% | 13,469 | $311K |
| Patten & Patten Inc. | 0.02% | Reduce -0.3% | 13,408 | $309K |
| Certuity, LLC | 0.02% | Add +1.3% | 13,188 | $304K |
| AlphaCore Capital LLC | 0.01% | Add +1527.2% | 13,066 | $302K |
| Bristlecone Advisors, LLC | 0.03% | Add +1.3% | 12,969 | $299K |
| National Bank of Canada | 0.00% | Reduce -8.1% | 12,915 | $298K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.8% | 12,566 | $290K |
| Chapin Davis, Inc. | 0.07% | New | 12,450 | $287K |
| Lebenthal Global Advisors, LLC | 0.05% | Reduce -37.4% | 12,356 | $285K |
| Orin Green Financial, LLC | 0.11% | New | 12,299 | $284K |
| PFG Advisors | 0.01% | New | 12,281 | $283K |
| LGT Financial Advisors LLC | 0.60% | New | 12,119 | $280K |
| Pioneer Trust Bank N A | 0.06% | New | 11,870 | $274K |
| Mitchell Sinkler & Starr | 0.12% | No change | 11,765 | $272K |
| NewEdge Advisors, LLC | 0.00% | Add +12.5% | 11,291 | $261K |
| Mach-1 Financial Group, LLC | 0.04% | New | 10,970 | $253K |
| Integrity Advisory Solutions, LLC | 0.04% | — | 10,970 | $253K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +15.8% | 10,805 | $249K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +5.6% | 10,578 | $244K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -26.3% | 10,541 | $243K |
| Bragg Financial Advisors, Inc | 0.01% | New | 10,497 | $242K |
| Guardian Financial Partners, LLC | 0.10% | Reduce -2.5% | 10,266 | $237K |
| Wealthspire Advisors, LLC | 0.00% | New | 10,044 | $232K |
| Concord Wealth Partners | 0.03% | New | 9,822 | $227K |
| Meridian Wealth Management, LLC | 0.01% | New | 9,820 | $227K |
| PFG Investments, LLC | 0.01% | Reduce -8.6% | 9,575 | $221K |
| Mission Wealth Management, LP | 0.00% | New | 9,465 | $218K |
| Principal Securities, Inc. | 0.00% | Add +113.0% | 9,406 | $217K |
| Cornerstone Planning Group LLC | 0.03% | Add +17484.6% | 2,286 | $216K |
| GTS Securities LLC | 0.01% | Reduce -43.8% | 9,311 | $215K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1028.0% | 9,295 | $215K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 9,188 | $212K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 9,114 | $210K |
| Aptus Capital Advisors, LLC | 0.00% | Add +29.4% | 9,088 | $210K |
| AE Wealth Management LLC | 0.00% | Add +94.8% | 8,997 | $208K |
| Apexium Financial, LP | 0.01% | New | 8,925 | $206K |
| Kovack Advisors, Inc. | 0.02% | No change | 8,829 | $204K |
| Harbour Investments, Inc. | 0.00% | Add +27.9% | 8,486 | $196K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Reduce -3.1% | 7,992 | $184K |
| Cwm, LLC | 0.00% | Add +6.2% | 6,500 | $150K |
| Larson Financial Group LLC | 0.00% | Reduce -73.6% | 5,515 | $127K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +5.8% | 5,047 | $116K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +8.9% | 4,905 | $113K |
| MAI Capital Management | 0.00% | Add +2371.1% | 4,868 | $112K |
| Howe & Rusling Inc. | 0.01% | Reduce -72.4% | 4,728 | $109K |
| Rialto Wealth Management, LLC | 0.03% | No change | 4,572 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | Add +282.9% | 4,549 | $105K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.7% | 4,160 | $96K |
| Pin Oak Investment Advisors Inc. | 0.07% | No change | 3,958 | $91K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 3,774 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.1% | 3,273 | $76K |
| MilWealth Group LLC | 0.02% | No change | 3,118 | $72K |
| Allworth Financial LP | 0.00% | Add +55.2% | 3,089 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +150500.0% | 3,012 | $70K |
| PFS Partners, LLC | 0.03% | New | 2,947 | $68K |
| MCF Advisors LLC | 0.00% | Add +93.4% | 2,623 | $61K |
| Aventura Private Wealth, LLC | 0.02% | No change | 2,550 | $59K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,386 | $55K |
| Wells Fargo & Company | 0.00% | Add +90.6% | 2,268 | $52K |
| CVA Family Office, LLC | 0.01% | Add +0.5% | 2,101 | $48K |
| Hoey Investments, Inc. | 0.01% | No change | 2,040 | $47K |
| Vestor Capital, LLC | 0.00% | New | 1,945 | $45K |
| Bangor Savings Bank | 0.00% | No change | 1,671 | $39K |
| Godsey & Gibb, Inc. | 0.00% | Add +53.8% | 1,633 | $38K |
| Bank of Montreal | 0.00% | No change | 1,570 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,439 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 1,378 | $32K |
| Jones Financial Companies LLLP | 0.00% | Add +20.3% | 1,292 | $30K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 1,197 | $28K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 1,116 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,052 | $24K |
| Palisade Asset Management, LLC | 0.00% | New | 982 | $23K |
| Rockefeller Capital Management L.P. | 0.00% | New | 935 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -46.4% | 841 | $19K |
| Spire Wealth Management | 0.00% | Add +1.3% | 792 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 754 | $17K |
| Binnacle Investments Inc | 0.01% | No change | 746 | $17K |
| Root Financial Partners, LLC | 0.00% | New | 597 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Add +200.6% | 538 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 545 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +4500.0% | 460 | $11K |
| Rothschild Investment LLC | 0.00% | Add +88.8% | 457 | $11K |
| TD Private Client Wealth LLC | 0.00% | Reduce -7.5% | 346 | $8K |
| Simplex Trading, LLC | 0.00% | New | 300 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 244 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 192 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 176 | $4K |
| Key Financial Inc | 0.00% | No change | 157 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | New | 142 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 140 | $3K |
| GAMMA Investing LLC | 0.00% | Add +48.4% | 135 | $3K |
| Noble Wealth Management PBC | 0.00% | — | 128 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -67.9% | 118 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $2K |
| Chapman Financial Group, LLC | 0.00% | New | 70 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 65 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 63 | $1K |
| Crews Bank & Trust | 0.00% | New | 60 | $1K |
| UBS Group AG | 0.00% | New | 60 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 56 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 45 | $1K |
| Davis Capital Management | 0.00% | — | 44 | $1K |
| Compass Financial Services Inc | 0.00% | New | 38 | $877 |
| Investors Research Corp | 0.00% | No change | 36 | $831 |
| Rossby Financial, LCC | 0.00% | Reduce -87.7% | 31 | $715 |
| Parkside Financial Bank & Trust | 0.00% | Add +5.6% | 19 | $430 |
| Golden State Wealth Management, LLC | 0.00% | No change | 18 | $415 |
| North Capital, Inc. | 0.00% | Reduce -36.0% | 16 | $369 |
| Creative Capital Management Investments LLC | 0.00% | No change | 16 | $369 |
| Wagner Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $266 |
"% 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.