Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q4 2025 (December 31)230holders +7
35new positions
32sold out
$22.97avg. 13F price*
At the end of Q4 2025, 230 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 7 from Q3 2025. 35 opened new positions and 32 sold out. The largest holders were RiverFront Investment Group, LLC ($193.6M), Captrust Financial Advisors ($180.0M) and Envestnet Asset Management Inc. ($167.7M).
- Company
- Schwab 5-10 Year Corporate B
- CUSIP
- 808524698
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $20.5M |
| Exits | 32 | $25.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,807,828 shares bought and 2,071,442 shares sold, net +1,736,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| RiverFront Investment Group, LLC | 3.19% | Add +0.1% | 8,429,126 | $193.6M |
| Captrust Financial Advisors | 0.34% | Add +5.0% | 7,834,234 | $180.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.9% | 7,299,781 | $167.7M |
| Raymond James Financial Inc. | 0.02% | Add +3.3% | 2,519,205 | $57.9M |
| Bouchey Financial Group, Ltd. | 2.46% | Add +9.1% | 1,427,118 | $32.8M |
| Ameriprise Financial Inc. | 0.01% | Add +186.5% | 1,250,486 | $28.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 1,086,787 | $25.0M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 1,074,003 | $24.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -4.0% | 770,426 | $17.7M |
| L2 Asset Management, LLC | 2.01% | Add +0.5% | 654,632 | $15.0M |
| WestHill Financial Advisors, Inc. | 2.60% | Add +0.5% | 596,102 | $13.7M |
| Stifel Financial Corp. | 0.01% | Add +7.6% | 543,940 | $12.5M |
| LPL Financial LLC | 0.00% | Add +24.5% | 527,509 | $12.1M |
| Rational Advisors, Inc. | 1.29% | Reduce -4.8% | 514,536 | $11.8M |
| Van Strum & Towne Inc. | 3.18% | Add +43.3% | 495,353 | $11.4M |
| Charles Schwab Trust Co | 0.72% | Add +1.8% | 476,030 | $10.9M |
| Blair William & Co. | 0.02% | Add +11.2% | 393,641 | $9.0M |
| WT Wealth Management | 2.38% | Add +2.2% | 360,021 | $8.3M |
| Kaizen Financial Strategies | 3.54% | Add +4.0% | 348,578 | $8.0M |
| White & Co Financial Planning Inc | 5.83% | Reduce -0.2% | 339,620 | $7.8M |
| Advisory Services Network, LLC | 0.11% | Add +1.3% | 336,954 | $7.7M |
| Mariner, LLC | 0.01% | Add +27.3% | 311,619 | $7.2M |
| Vident Advisory, LLC | 0.06% | Reduce -25.7% | 285,014 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +13.6% | 258,328 | $5.9M |
| Caitlin John, LLC | 3.75% | New | 249,547 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -6.9% | 242,244 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 219,217 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +403.5% | 208,918 | $4.8M |
| Madden Advisory Services, Inc. | 1.92% | Add +1.9% | 208,132 | $4.8M |
| AssuredPartners Investment Advisors, LLC | 0.70% | New | 205,492 | $4.7M |
| Bank of New Hampshire | 1.05% | Add +17.5% | 203,521 | $4.7M |
| Seek First Inc. | 3.06% | Add +2.2% | 193,224 | $4.4M |
| Mutual Advisors, LLC | 0.09% | Reduce -4.7% | 177,651 | $4.1M |
| Ogorek Anthony Joseph /NY/ | 1.07% | Add +2014.3% | 168,976 | $3.9M |
| Arrowroot Family Office, LLC | 1.23% | Add +31.8% | 147,706 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 1.10% | Add +13.5% | 143,847 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +8.2% | 138,840 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +1256.5% | 136,252 | $3.1M |
| Morgan Stanley | 0.00% | Add +188.4% | 135,026 | $3.1M |
| Andina Capital Management, LLC | 1.87% | Add +8.3% | 134,766 | $3.1M |
| MFG Wealth Management, Inc. | 2.33% | Reduce -0.3% | 130,346 | $3.0M |
| Prairiewood Capital, LLC | 0.91% | Add +11.0% | 127,915 | $2.9M |
| WFA of San Diego, LLC | 2.09% | Add +6.0% | 123,924 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 119,965 | $2.8M |
| Fig Financial Advisory Services Inc. | 1.69% | New | 116,428 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 114,647 | $2.6M |
| DecisionPoint Financial, LLC | 0.56% | Reduce -0.1% | 111,670 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.5% | 106,701 | $2.5M |
| Cascades Capital Asset Management, LLC | 1.00% | Add +112.5% | 102,106 | $2.3M |
| Citizens National Bank Trust Department | 0.37% | Reduce -1.1% | 93,489 | $2.1M |
| Essex LLC | 0.34% | Reduce -33.2% | 82,726 | $1.9M |
| Creative Planning | 0.00% | Reduce -3.1% | 80,809 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +1.8% | 78,842 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.1% | 78,539 | $1.8M |
| Entelevest, LLC | 1.82% | — | 76,654 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.9% | 74,766 | $1.7M |
| Avior Wealth Management, LLC | 0.05% | Add +0.7% | 74,546 | $1.7M |
| Certior Financial Group, LLC | 1.13% | Add +3.9% | 72,158 | $1.7M |
| Integrity Alliance, Llc. | 0.06% | Reduce -31.5% | 70,044 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.6% | 67,717 | $1.6M |
| Integral Investment Advisors, Inc. | 0.38% | Add +24.7% | 67,281 | $1.5M |
| American National Bank & Trust | 0.14% | Add +16.8% | 66,095 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Add +4.0% | 64,184 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +133.3% | 60,556 | $1.4M |
| Comerica Bank | 0.01% | Reduce -15.0% | 58,814 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +9.0% | 58,341 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -39.1% | 55,594 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.55% | Add +3.1% | 54,030 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -12.7% | 51,472 | $1.2M |
| Cibc World Markets Corp. | 0.01% | — | 51,304 | $1.2M |
| FMR LLC | 0.00% | Add +137.3% | 50,930 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.9% | 47,196 | $1.1M |
| Sculati Wealth Management, LLC | 0.38% | Add +9.4% | 47,058 | $1.1M |
| Citigroup Inc. | 0.00% | Add +48.4% | 41,308 | $949K |
| Bestgate Wealth Advisors, LLC | 1.57% | Add +4.4% | 38,792 | $891K |
| CoreCap Advisors, LLC | 0.03% | Reduce -29.6% | 38,554 | $886K |
| Kestra Advisory Services, LLC | 0.00% | Add +44.5% | 38,500 | $884K |
| Main Street Research LLC | 0.05% | Add +12.4% | 38,493 | $884K |
| Rosenberg Matthew Hamilton | 0.17% | Add +1.0% | 35,282 | $810K |
| Creative Financial Designs Inc. | 0.05% | Add +7.1% | 33,206 | $763K |
| Focus Partners Wealth | 0.00% | New | 32,093 | $737K |
| Cibc World Market Inc. | 0.00% | Add +0.3% | 31,600 | $726K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +8.4% | 30,769 | $707K |
| IFP Advisors, Inc | 0.02% | Add +99.5% | 30,079 | $691K |
| NewEdge Advisors, LLC | 0.00% | Add +163.1% | 29,711 | $682K |
| Flagstar Securities, Inc. | 0.22% | Add +1.1% | 28,411 | $653K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.9% | 28,390 | $652K |
| Waverly Advisors, LLC | 0.01% | Add +27.0% | 28,300 | $650K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.2% | 28,219 | $648K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +4.3% | 27,610 | $634K |
| Money Concepts Capital Corp. | 0.04% | Add +14.7% | 27,273 | $626K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.6% | 25,407 | $584K |
| Joule Financial, LLC | 0.17% | No change | 25,325 | $582K |
| Christensen, King & Associates Investment Services, Inc. | 0.24% | Add +1.0% | 24,668 | $567K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | No change | 24,490 | $563K |
| Howe & Rusling Inc. | 0.04% | Add +415.3% | 24,362 | $560K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +34.9% | 23,666 | $544K |
| Prosperity Wealth Management, Inc. | 0.17% | Reduce -2.8% | 22,235 | $511K |
| Brookstone Capital Management | 0.01% | Add +2.5% | 22,185 | $510K |
| Absolute Capital Management, LLC | 0.18% | Add +34.7% | 21,120 | $485K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,256 | $465K |
| Ceeto Capital Group, LLC | 0.13% | No change | 20,000 | $459K |
| Forum Financial Management, LP | 0.01% | No change | 19,821 | $455K |
| WealthBridge Capital Management, LLC | 0.10% | Reduce -3.0% | 19,156 | $440K |
| Asset Allocation Strategies LLC | 0.08% | Reduce -7.9% | 19,149 | $440K |
| Meridian Wealth Management, LLC | 0.01% | Add +88.6% | 18,518 | $425K |
| DAVENPORT & Co LLC | 0.00% | Reduce -17.4% | 17,860 | $410K |
| FC Advisory LLC | 0.12% | Add +0.3% | 17,744 | $408K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -1.6% | 16,846 | $387K |
| Wells Fargo & Company | 0.00% | Add +635.5% | 16,681 | $383K |
| Principal Securities, Inc. | 0.01% | Add +72.6% | 16,235 | $373K |
| Trilogy Capital Inc. | 0.02% | New | 16,076 | $369K |
| Capital Analysts, LLC | 0.01% | Add +0.8% | 15,670 | $360K |
| &partners | 0.00% | Reduce -29.0% | 15,464 | $355K |
| Cwm, LLC | 0.00% | Add +137.7% | 15,451 | $355K |
| CIBC Private Wealth Group LLC | 0.00% | Add +64.0% | 15,244 | $350K |
| Selective Wealth Management, Inc. | 0.11% | Add +0.1% | 14,865 | $342K |
| Quartz Partners, LLC | 0.12% | New | 14,375 | $330K |
| Moneco Advisors, LLC | 0.02% | Add +0.7% | 13,557 | $311K |
| Advisor Resource Council | 0.11% | New | 13,528 | $310K |
| Patten & Patten Inc. | 0.02% | No change | 13,408 | $308K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.8% | 13,292 | $305K |
| Certuity, LLC | 0.02% | Reduce -0.5% | 13,124 | $301K |
| EP Wealth Advisors, LLC | 0.00% | — | 13,089 | $301K |
| National Bank of Canada | 0.00% | No change | 12,915 | $297K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -11.3% | 12,498 | $287K |
| Chapin Davis, Inc. | 0.07% | No change | 12,450 | $286K |
| United Capital Financial Advisors, LLC | 0.00% | New | 12,410 | $285K |
| Capstone Wealth Management Group LLC | 0.17% | New | 12,174 | $280K |
| Cerity Partners LLC | 0.00% | New | 12,002 | $276K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +12.8% | 11,934 | $274K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +8.1% | 11,855 | $272K |
| Mitchell Sinkler & Starr | 0.12% | Reduce -4.3% | 11,265 | $259K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 10,805 | $248K |
| Private Wealth Asset Management, LLC | 0.03% | New | 10,565 | $243K |
| Guardian Financial Partners, LLC | 0.10% | Reduce -0.0% | 10,263 | $236K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -44.3% | 10,120 | $233K |
| PFG Investments, LLC | 0.01% | Add +5.6% | 10,110 | $232K |
| Concord Wealth Partners | 0.03% | Add +0.3% | 9,852 | $226K |
| Thrivent Financial for Lutherans | 0.00% | New | 9,800 | $225K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -98.2% | 9,425 | $216K |
| Independent Advisor Alliance | 0.01% | New | 9,424 | $216K |
| Clearview Wealth Advisors LLC | 0.14% | New | 9,289 | $213K |
| Kovack Advisors, Inc. | 0.01% | Add +4.0% | 9,182 | $211K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.1% | 9,103 | $209K |
| Empower Advisory Group, LLC | 0.00% | New | 8,860 | $204K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +5.6% | 15,193 | $198K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.6% | 8,179 | $188K |
| Farther Finance Advisors, LLC | 0.00% | Add +149.8% | 8,176 | $188K |
| AE Wealth Management LLC | 0.00% | Reduce -9.1% | 8,175 | $188K |
| MAI Capital Management | 0.00% | Add +42.0% | 6,912 | $159K |
| North Star Investment Management Corp. | 0.01% | New | 6,577 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +117.6% | 6,554 | $151K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -28.5% | 6,500 | $149K |
| Eq Wealth Advisors, LLC | 0.09% | New | 6,408 | $147K |
| Piscataqua Savings Bank | 0.10% | New | 6,263 | $144K |
| Allworth Financial LP | 0.00% | Add +98.1% | 6,118 | $141K |
| Blueline Advisors LLC | 0.11% | — | 5,789 | $133K |
| Global Retirement Partners, LLC | 0.00% | Add +8295.4% | 5,457 | $125K |
| Rockefeller Capital Management L.P. | 0.00% | Add +415.5% | 4,820 | $111K |
| 1620 Investment Advisors, Inc. | 0.07% | Reduce -5.5% | 4,772 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.3% | 4,652 | $107K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -8.2% | 4,504 | $103K |
| Ancora Advisors LLC | 0.00% | New | 4,250 | $98K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.1% | 4,154 | $95K |
| WealthCollab, LLC | 0.04% | New | 4,022 | $92K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 3,958 | $91K |
| Signaturefd, LLC | 0.00% | No change | 3,774 | $87K |
| Larson Financial Group LLC | 0.00% | Reduce -38.0% | 3,419 | $79K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +166.8% | 3,194 | $73K |
| MilWealth Group LLC | 0.02% | No change | 3,118 | $72K |
| PFS Partners, LLC | 0.03% | No change | 2,947 | $68K |
| Sankala Group LLC | 0.05% | — | 2,624 | $61K |
| Aventura Private Wealth, LLC | 0.02% | No change | 2,550 | $59K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -44.5% | 2,536 | $58K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,386 | $55K |
| Franklin Resources Inc. | 0.00% | New | 2,252 | $52K |
| Fifth Third Bancorp | 0.00% | New | 2,222 | $51K |
| CVA Family Office, LLC | 0.01% | Add +0.6% | 2,114 | $49K |
| Hoey Investments, Inc. | 0.01% | No change | 2,040 | $47K |
| Principia Wealth Advisory, LLC | 0.03% | Add +1254.2% | 1,923 | $44K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 1,911 | $44K |
| Triumph Capital Management | 0.01% | New | 1,797 | $41K |
| Bank of Montreal | 0.00% | Add +7.6% | 1,690 | $39K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,633 | $38K |
| MCF Advisors LLC | 0.00% | Reduce -44.2% | 1,464 | $34K |
| Gables Capital Management Inc. | 0.01% | No change | 1,378 | $32K |
| Root Financial Partners, LLC | 0.00% | Add +110.5% | 1,257 | $29K |
| Phillips Financial Management, LLC | 0.00% | New | 1,218 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,213 | $28K |
| CDKV Holdings LLC | 0.02% | — | 1,164 | $27K |
| Bangor Savings Bank | 0.00% | Reduce -39.6% | 1,010 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Add +5444.4% | 998 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.0% | 967 | $22K |
| Sound Income Strategies, LLC | 0.00% | New | 890 | $20K |
| Spire Wealth Management | 0.00% | Add +1.6% | 805 | $18K |
| Jones Financial Companies LLLP | 0.00% | Reduce -37.9% | 802 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 715 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.1% | 648 | $15K |
| Creative Capital Management Investments LLC | 0.00% | Add +3906.3% | 641 | $15K |
| Rothschild Investment LLC | 0.00% | Add +30.2% | 595 | $14K |
| Coston, McIsaac & Partners | 0.00% | No change | 545 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -11.5% | 407 | $9K |
| Blue Trust, Inc. | 0.00% | New | 357 | $8K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.2% | 328 | $8K |
| Simplex Trading, LLC | 0.00% | Add +8.3% | 325 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 244 | $6K |
| Harbor Asset Planning, Inc. | 0.00% | New | 194 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 192 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 176 | $4K |
| Camelot Portfolios, LLC | 0.00% | New | 143 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 140 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 128 | $3K |
| Quent Capital, LLC | 0.00% | New | 120 | $3K |
| Greenline Wealth Management LLC | 0.00% | — | 119 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 118 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $2K |
| Prosperity Bancshares Inc | 0.00% | — | 64 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 63 | $1K |
| Arax Advisory Partners | 0.00% | New | 60 | $1K |
| Chapman Financial Group, LLC | 0.00% | Reduce -17.1% | 58 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 56 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -89.6% | 56 | $1K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 50 | $1K |
| Davis Capital Management | 0.00% | No change | 44 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -67.4% | 44 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 31 | $712 |
| Parkside Financial Bank & Trust | 0.00% | No change | 19 | $435 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.4% | 13 | $298 |
| Wagner Wealth Management, LLC | 0.00% | No change | 12 | $269 |
"% 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.