Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q1 2026 (March 31)259holders +29
55new positions
24sold out
3famous investors
$22.70avg. 13F price*
At the end of Q1 2026, 259 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 29 from Q4 2025. 55 opened new positions and 24 sold out. The largest holders were Captrust Financial Advisors ($193.4M), RiverFront Investment Group, LLC ($191.8M) and Envestnet Asset Management Inc. ($163.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $71.7M |
| Exits | 24 | $19.7M |
All 13F filers, Q4 2025 → Q1 2026: 7,182,642 shares bought and 1,821,997 shares sold, net +5,360,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| Captrust Financial Advisors | 0.34% | Add +8.8% | 8,527,007 | $193.4M |
| RiverFront Investment Group, LLC | 2.97% | Add +0.3% | 8,455,179 | $191.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.3% | 7,208,169 | $163.5M |
| Raymond James Financial Inc. | 0.02% | Add +9.5% | 2,759,030 | $62.6M |
| Ameriprise Financial Inc. | 0.01% | Add +28.3% | 1,603,736 | $36.3M |
| Bouchey Financial Group, Ltd. | 2.46% | Add +3.0% | 1,470,244 | $33.5M |
| Permanens Capital L.P. | 3.94% | New | 1,349,942 | $30.6M |
| L2 Asset Management, LLC | 2.83% | Add +100.6% | 1,313,035 | $29.8M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 1,097,916 | $24.9M |
| Bank of America Corp. | 0.00% | Reduce -5.0% | 1,020,460 | $23.1M |
| JPMorgan Chase & Co. | 0.00% | Add +273.6% | 819,086 | $18.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.0% | 754,806 | $17.1M |
| WestHill Financial Advisors, Inc. | 2.74% | Add +6.0% | 632,171 | $14.3M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 550,093 | $12.5M |
| Charles Schwab Trust Co | 0.75% | Add +7.4% | 511,344 | $11.6M |
| Van Strum & Towne Inc. | 3.37% | Add +2.6% | 508,475 | $11.5M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 497,421 | $11.3M |
| Ogorek Anthony Joseph /NY/ | 2.91% | Add +176.7% | 467,609 | $10.6M |
| White & Co Financial Planning Inc | 6.02% | Add +11.2% | 377,803 | $8.6M |
| Advisory Services Network, LLC | 0.11% | Add +11.2% | 374,736 | $8.5M |
| Jane Street Group, LLC | 0.01% | New | 372,691 | $8.5M |
| Kaizen Financial Strategies | 3.56% | Add +5.8% | 368,644 | $8.4M |
| WT Wealth Management | 2.30% | Reduce -5.4% | 340,592 | $7.7M |
| Caitlin John, LLC | 4.61% | Add +35.1% | 337,088 | $7.6M |
| Citadel Advisors | 0.01% | New | 312,029 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +9.5% | 282,903 | $6.4M |
| Systelligence, LLC | 1.17% | New | 264,716 | $6.0M |
| Bank of New Hampshire | 1.22% | Add +15.5% | 235,110 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 234,932 | $5.3M |
| Madden Advisory Services, Inc. | 2.06% | Add +10.7% | 230,339 | $5.2M |
| Blair William & Co. | 0.01% | Reduce -44.4% | 218,744 | $5.0M |
| AssuredPartners Investment Advisors, LLC | 0.53% | Add +3.6% | 212,979 | $4.8M |
| Mutual Advisors, LLC | 0.10% | Add +19.4% | 212,078 | $4.8M |
| Prairiewood Capital, LLC | 1.38% | Add +64.2% | 209,984 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -33.9% | 206,001 | $4.7M |
| Seek First Inc. | 3.11% | Add +0.6% | 194,332 | $4.4M |
| Arrowroot Family Office, LLC | 1.46% | Add +31.4% | 194,087 | $4.4M |
| FF Advisors,LLC | 1.67% | New | 181,213 | $4.1M |
| Vident Advisory, LLC | 0.03% | Reduce -37.1% | 179,346 | $4.1M |
| DecisionPoint Financial, LLC | 0.80% | Add +46.1% | 163,196 | $3.7M |
| WFA of San Diego, LLC | 2.53% | Add +11.8% | 138,513 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.5% | 136,928 | $3.1M |
| Entelevest, LLC | 3.10% | Add +73.6% | 133,058 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.2% | 132,950 | $3.0M |
| MFG Wealth Management, Inc. | 2.50% | Add +1.8% | 132,684 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 128,380 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 0.95% | Reduce -12.7% | 125,574 | $2.8M |
| Creative Planning | 0.00% | Add +52.9% | 123,529 | $2.8M |
| Cascades Capital Asset Management, LLC | 1.17% | Add +19.0% | 121,510 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +389.9% | 115,936 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.0% | 108,812 | $2.5M |
| Andina Capital Management, LLC | 2.19% | Reduce -20.2% | 107,602 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +47.4% | 99,782 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.2% | 95,981 | $2.2M |
| Citizens National Bank Trust Department | 0.36% | Add +1.4% | 94,801 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | New | 92,686 | $2.1M |
| Forthright Family Wealth Advisory LLC | 1.41% | New | 47,197 | $2.1M |
| Old Mission Capital LLC | 0.05% | New | 89,557 | $2.0M |
| Essex LLC | 0.35% | Add +5.3% | 87,138 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -27.1% | 83,601 | $1.9M |
| Bestgate Wealth Advisors, LLC | 3.29% | Add +107.5% | 80,495 | $1.8M |
| American National Bank & Trust | 0.16% | Add +12.4% | 74,263 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.7% | 74,252 | $1.7M |
| Avior Wealth Management, LLC | 0.05% | Reduce -1.3% | 73,590 | $1.7M |
| Certior Financial Group, LLC | 1.06% | Add +1.8% | 73,471 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.9% | 73,406 | $1.7M |
| GM Advisory Group, LLC | 0.06% | New | 69,838 | $1.6M |
| Integrity Alliance, Llc. | 0.06% | Reduce -0.7% | 69,551 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Add +16.8% | 68,158 | $1.5M |
| Integral Investment Advisors, Inc. | 0.38% | Reduce -0.0% | 67,265 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Add +2.4% | 65,701 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +70.4% | 65,698 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +15.0% | 59,205 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.61% | Add +5.2% | 56,843 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +2353.7% | 54,521 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -10.0% | 54,516 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +37.7% | 53,012 | $1.2M |
| Sculati Wealth Management, LLC | 0.43% | Add +10.3% | 51,887 | $1.2M |
| Citigroup Inc. | 0.00% | Add +25.2% | 51,725 | $1.2M |
| Worth Asset Management, LLC | 0.41% | New | 48,916 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 47,279 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -77.5% | 46,895 | $1.1M |
| Main Street Research LLC | 0.06% | Add +15.2% | 44,326 | $1.0M |
| FMR LLC | 0.00% | Reduce -13.7% | 43,960 | $997K |
| Focus Partners Wealth | 0.00% | Add +27.3% | 40,840 | $926K |
| Assetmark, Inc. | 0.00% | Reduce -27.5% | 40,327 | $915K |
| Flow Traders U.S. LLC | 0.03% | New | 38,722 | $878K |
| Rosenberg Matthew Hamilton | 0.16% | No change | 35,282 | $800K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +24.3% | 34,314 | $778K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +7.2% | 32,997 | $748K |
| Creative Financial Designs Inc. | 0.05% | Reduce -1.1% | 32,827 | $745K |
| Sigma Planning Corp | 0.02% | New | 30,863 | $700K |
| Money Concepts Capital Corp. | 0.04% | Add +8.7% | 29,657 | $673K |
| Flagstar Securities, Inc. | 0.23% | Add +0.6% | 28,569 | $648K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.1% | 28,183 | $639K |
| Christensen, King & Associates Investment Services, Inc. | 0.27% | Add +13.2% | 27,921 | $633K |
| Trilogy Capital Inc. | 0.03% | Add +62.4% | 26,108 | $592K |
| Joule Financial, LLC | 0.17% | No change | 25,325 | $574K |
| Meridian Wealth Management, LLC | 0.02% | Add +35.8% | 25,143 | $570K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | No change | 24,490 | $555K |
"% 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.