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 |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.3% | 23,486 | $533K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.8% | 23,233 | $527K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.9% | 23,147 | $525K |
| WealthBridge Capital Management, LLC | 0.12% | Add +18.3% | 22,656 | $514K |
| Waverly Advisors, LLC | 0.00% | Reduce -20.8% | 22,424 | $509K |
| Principal Securities, Inc. | 0.01% | Add +36.4% | 22,143 | $502K |
| IFP Advisors, Inc | 0.01% | Reduce -28.6% | 21,475 | $487K |
| Cerity Partners LLC | 0.00% | Add +74.0% | 20,878 | $474K |
| Howe & Rusling Inc. | 0.03% | Reduce -16.3% | 20,397 | $463K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,256 | $459K |
| Ceeto Capital Group, LLC | 0.14% | No change | 20,000 | $454K |
| Jupiter Wealth Management LLC | 0.18% | New | 20,000 | $452K |
| Asset Allocation Strategies LLC | 0.08% | Add +3.7% | 19,862 | $450K |
| Forum Financial Management, LP | 0.01% | No change | 19,821 | $450K |
| Brookstone Capital Management | 0.01% | Reduce -11.1% | 19,732 | $448K |
| Harbour Investments, Inc. | 0.01% | Add +124.8% | 18,383 | $417K |
| Absolute Capital Management, LLC | 0.14% | Reduce -13.2% | 18,339 | $416K |
| FC Advisory LLC | 0.12% | Add +0.1% | 17,769 | $403K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.2% | 16,580 | $376K |
| Facet Wealth, Inc. | 0.01% | New | 16,341 | $371K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -3.6% | 16,238 | $368K |
| Capital Analysts, LLC | 0.01% | Add +2.2% | 16,014 | $363K |
| Spartan Wealth Advisory Services LLC | 0.03% | — | 15,935 | $361K |
| &partners | 0.00% | Add +1.7% | 15,733 | $357K |
| Scotia Capital Inc. | 0.00% | New | 15,708 | $356K |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,668 | $355K |
| National Bank of Canada | 0.00% | Add +12.2% | 14,495 | $329K |
| Cwm, LLC | 0.00% | Reduce -6.7% | 14,423 | $327K |
| Quartz Partners, LLC | 0.13% | No change | 14,375 | $326K |
| Capstone Wealth Management Group LLC | 0.20% | Add +17.3% | 14,278 | $324K |
| Swisher Financial Concepts, Inc. | 0.18% | New | 14,065 | $319K |
| Advisor Resource Council | 0.12% | Add +0.5% | 13,601 | $308K |
| Patten & Patten Inc. | 0.02% | Add +0.7% | 13,497 | $306K |
| Betterment LLC | 0.00% | New | 13,192 | $299K |
| Certuity, LLC | 0.02% | No change | 13,124 | $298K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 13,055 | $296K |
| Moneco Advisors, LLC | 0.02% | Reduce -4.2% | 12,984 | $294K |
| Independent Advisor Alliance | 0.00% | Add +36.5% | 12,867 | $292K |
| Chapin Davis, Inc. | 0.06% | No change | 12,450 | $282K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.2% | 12,383 | $281K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -1.6% | 12,301 | $279K |
| Millennium Management | 0.00% | New | 12,089 | $274K |
| Morton Brown Family Wealth, LLC | 0.07% | Add +0.8% | 12,035 | $273K |
| Lodestar Private Asset Management LLC | 0.03% | New | 12,000 | $272K |
| Guardian Financial Partners, LLC | 0.11% | Add +12.6% | 11,558 | $262K |
| Selective Wealth Management, Inc. | 0.08% | Reduce -22.8% | 11,479 | $260K |
| Mitchell Sinkler & Starr | 0.12% | No change | 11,265 | $255K |
| GTS Financial, LLC | 0.19% | — | 10,835 | $243K |
| Private Wealth Asset Management, LLC | 0.03% | Add +0.2% | 10,583 | $240K |
| Baird Financial Group, Inc. | 0.00% | New | 10,288 | $233K |
| PFG Investments, LLC | 0.01% | Add +0.7% | 10,185 | $231K |
| AQR Capital Management | 0.00% | New | 10,170 | $231K |
| SouthState Bank Corp | 0.01% | New | 10,158 | $230K |
| HBK Sorce Advisory LLC | 0.00% | No change | 10,120 | $230K |
| Concord Wealth Partners | 0.03% | No change | 9,852 | $223K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -10.6% | 9,655 | $219K |
| Rossby Financial, LCC | 0.05% | Add +30825.8% | 9,587 | $217K |
| US Bancorp \de | 0.00% | New | 9,440 | $214K |
| Brighton Jones LLC | 0.00% | New | 9,414 | $214K |
| Wells Fargo & Company | 0.00% | Reduce -43.6% | 9,408 | $213K |
| Quantinno Capital Management LP | 0.00% | New | 9,385 | $213K |
| NorthRock Partners, LLC | 0.00% | New | 9,316 | $211K |
| Kovack Advisors, Inc. | 0.01% | Add +0.3% | 9,209 | $208K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.7% | 9,077 | $206K |
| San Luis Wealth Advisors LLC | 0.03% | New | 9,044 | $205K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.8% | 9,033 | $205K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.8% | 8,319 | $188K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.3% | 7,229 | $164K |
| MAI Capital Management | 0.00% | Add +0.1% | 6,918 | $157K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 6,582 | $149K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 6,500 | $147K |
| Piscataqua Savings Bank | 0.10% | No change | 6,263 | $142K |
| Ameriflex Group, Inc. | 0.06% | New | 5,472 | $124K |
| Allworth Financial LP | 0.00% | Reduce -11.7% | 5,404 | $123K |
| RMG Wealth Management LLC | 0.01% | New | 5,102 | $116K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.7% | 5,046 | $114K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.4% | 4,950 | $112K |
| 1620 Investment Advisors, Inc. | 0.07% | No change | 4,772 | $108K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4,660 | $106K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,504 | $102K |
| AE Wealth Management LLC | 0.00% | Reduce -47.4% | 4,300 | $98K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.1% | 4,148 | $94K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 3,958 | $90K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 3,717 | $84K |
| Signaturefd, LLC | 0.00% | Reduce -3.1% | 3,655 | $83K |
| MilWealth Group LLC | 0.02% | No change | 3,118 | $71K |
| PFS Partners, LLC | 0.03% | No change | 2,947 | $67K |
| Burk Holdings LLC | 0.03% | New | 2,931 | $66K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -13.6% | 2,760 | $63K |
| Fairscale Capital, LLC | 0.04% | New | 2,749 | $62K |
| Sankala Group LLC | 0.05% | No change | 2,624 | $59K |
| Aventura Private Wealth, LLC | 0.02% | No change | 2,550 | $58K |
| Beacon Capital Management, Inc. | 0.00% | New | 2,340 | $53K |
| Franklin Resources Inc. | 0.00% | No change | 2,252 | $51K |
| Vanguard Advisers Inc. | 0.00% | — | 2,248 | $51K |
| Ancora Advisors LLC | 0.00% | Reduce -49.4% | 2,150 | $49K |
| CVA Family Office, LLC | 0.01% | Add +1.7% | 2,150 | $49K |
| Hoey Investments, Inc. | 0.01% | Add +2.2% | 2,084 | $47K |
| Larson Financial Group LLC | 0.00% | Reduce -40.6% | 2,030 | $46K |
| Global Trust Asset Management, LLC | 0.02% | New | 2,000 | $45K |
| Blueline Advisors LLC | 0.03% | Reduce -67.7% | 1,868 | $42K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -9.5% | 1,729 | $39K |
| MCF Advisors LLC | 0.00% | Add +14.0% | 1,669 | $38K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,633 | $37K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +2689.3% | 1,562 | $35K |
| HM Payson & Co. | 0.00% | New | 1,498 | $34K |
| Arax Advisory Partners | 0.00% | Add +2378.3% | 1,487 | $34K |
| Gables Capital Management Inc. | 0.01% | No change | 1,378 | $31K |
| Bank of Montreal | 0.00% | Reduce -27.8% | 1,220 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,213 | $28K |
| CDKV Holdings LLC | 0.02% | No change | 1,164 | $26K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -43.5% | 1,087 | $25K |
| Daytona Street Capital LLC | 0.02% | New | 1,050 | $24K |
| Asset Dedication, LLC | 0.00% | New | 1,046 | $24K |
| Synergy Investment Management, LLC | 0.01% | New | 1,000 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -1.0% | 988 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.02% | New | 965 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +5.4% | 938 | $21K |
| Bangor Savings Bank | 0.00% | Reduce -13.9% | 870 | $20K |
| Creative Capital Management Investments LLC | 0.01% | Add +35.1% | 866 | $20K |
| Kozak & Associates, Inc. | 0.00% | New | 793 | $18K |
| Root Financial Partners, LLC | 0.00% | Reduce -41.6% | 734 | $17K |
| International Assets Investment Management, LLC | 0.00% | Reduce -1.7% | 703 | $16K |
| Spire Wealth Management | 0.00% | Reduce -14.2% | 691 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 648 | $15K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 600 | $14K |
| Abound Wealth Management | 0.00% | New | 567 | $13K |
| Coston, McIsaac & Partners | 0.00% | No change | 545 | $12K |
| Gill Capital Partners, LLC | 0.00% | New | 385 | $9K |
| TD Private Client Wealth LLC | 0.00% | No change | 328 | $7K |
| UBS Group AG | 0.00% | New | 295 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 274 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -33.7% | 270 | $6K |
| Key Capital Management, INC | 0.00% | New | 249 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 244 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -75.9% | 233 | $5K |
| Qube Research & Technologies Ltd | 0.00% | New | 195 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 192 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 181 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 176 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 140 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 128 | $3K |
| True Link Financial Advisors, LLC | 0.00% | New | 128 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 118 | $3K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +50.0% | 84 | $2K |
| Portus Wealth Advisors, LLC | 0.00% | New | 80 | $2K |
| Kelleher Financial Advisors | 0.00% | New | 77 | $2K |
| Prosperity Bancshares Inc | 0.00% | No change | 64 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 63 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 61 | $1K |
| Chapman Financial Group, LLC | 0.00% | No change | 58 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 44 | $998 |
| Sunbelt Securities, Inc. | 0.00% | New | 40 | $911 |
| Parkside Financial Bank & Trust | 0.00% | No change | 19 | $434 |
| Cornerstone Planning Group LLC | 0.00% | Add +7.7% | 14 | $297 |
| Wagner Wealth Management, LLC | 0.00% | No change | 12 | $268 |
| Signature Resources Capital Management, LLC | 0.00% | New | 11 | $249 |
| Activest Wealth Management | 0.00% | New | 3 | $69 |
"% 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.