Schwab 5-10 Year Corporate BSCHIETF
13F holders, Q2 2026 (June 30)267holders +8
38new positions
29sold out
2famous investors
$22.64avg. 13F price*
At the end of Q2 2026, 267 institutions reported holding Schwab 5-10 Year Corporate B (SCHI) in their 13F filings, up 8 from Q1 2026. 38 opened new positions and 29 sold out. The largest holders were Captrust Financial Advisors ($198.5M), RiverFront Investment Group, LLC ($192.1M) and Envestnet Asset Management Inc. ($163.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $69.9M |
| Exits | 29 | $8.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,751,627 shares bought and 4,043,793 shares sold, net +1,707,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| Captrust Financial Advisors | 0.30% | Add +2.8% | 8,768,676 | $198.5M |
| RiverFront Investment Group, LLC | 2.54% | Add +0.4% | 8,486,796 | $192.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.4% | 7,236,543 | $163.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -9.7% | 2,491,146 | $56.4M |
| Allstate Corp. | 0.42% | New | 1,839,862 | $41.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.8% | 1,302,835 | $29.5M |
| Royal Bank of Canada | 0.00% | Add +13.8% | 1,249,967 | $28.3M |
| Bouchey Financial Group, Ltd. | 1.69% | Reduce -21.5% | 1,153,981 | $26.1M |
| Permanens Capital L.P. | 2.56% | Reduce -18.5% | 1,099,967 | $24.9M |
| Citadel Advisors | 0.01% | Add +223.3% | 1,008,679 | $22.8M |
| Bank of America Corp. | 0.00% | Reduce -15.8% | 859,621 | $19.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.4% | 743,980 | $16.8M |
| L2 Asset Management, LLC | 1.57% | Reduce -49.3% | 665,705 | $15.1M |
| WestHill Financial Advisors, Inc. | 2.51% | Add +3.1% | 652,028 | $14.8M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 559,090 | $12.7M |
| LPL Financial LLC | 0.00% | Add +4.8% | 521,044 | $11.8M |
| Charles Schwab Trust Co | 0.66% | Add +1.8% | 520,480 | $11.8M |
| Van Strum & Towne Inc. | 3.11% | Reduce -0.9% | 504,007 | $11.4M |
| Ogorek Anthony Joseph /NY/ | 2.66% | Add +1.3% | 473,448 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | New | 438,376 | $9.9M |
| Cetera Investment Advisers | 0.01% | Add +51.4% | 428,440 | $9.7M |
| White & Co Financial Planning Inc | 5.99% | Add +13.1% | 427,382 | $9.7M |
| FF Advisors,LLC | 3.40% | Add +121.0% | 400,463 | $9.1M |
| WT Wealth Management | 2.42% | Add +13.3% | 385,866 | $8.7M |
| Kaizen Financial Strategies | 3.30% | Add +0.6% | 370,730 | $8.4M |
| Advisory Services Network, LLC | 0.09% | Reduce -4.1% | 359,320 | $8.1M |
| Systelligence, LLC | 1.16% | Add +15.8% | 306,397 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +476.2% | 305,466 | $6.9M |
| Bank of New Hampshire | 1.17% | Add +5.2% | 247,289 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +0.9% | 237,072 | $5.4M |
| Prairiewood Capital, LLC | 1.36% | Add +10.4% | 231,821 | $5.2M |
| Mutual Advisors, LLC | 0.10% | Add +8.7% | 230,538 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.3% | 226,820 | $5.2M |
| Arrowroot Family Office, LLC | 1.46% | Add +16.4% | 225,877 | $5.1M |
| Madden Advisory Services, Inc. | 1.83% | Reduce -2.3% | 224,990 | $5.1M |
| AssuredPartners Investment Advisors, LLC | 0.49% | Add +4.9% | 223,442 | $5.1M |
| Mariner, LLC | 0.00% | Add +0.3% | 206,595 | $4.7M |
| Seek First Inc. | 2.67% | Reduce -3.7% | 187,106 | $4.2M |
| Rational Advisors, Inc. | 0.40% | New | 184,358 | $4.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +31.3% | 179,763 | $4.1M |
| Blair William & Co. | 0.01% | Reduce -18.5% | 178,300 | $4.0M |
| Atria Investments, Inc | 0.04% | New | 168,012 | $3.8M |
| DecisionPoint Financial, LLC | 0.67% | Reduce -1.2% | 161,284 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.1% | 151,731 | $3.4M |
| Entelevest, LLC | 2.83% | Add +7.5% | 142,993 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 142,982 | $3.2M |
| WFA of San Diego, LLC | 2.65% | Add +4.4% | 144,644 | $3.2M |
| MFG Wealth Management, Inc. | 2.24% | Add +4.4% | 138,562 | $3.1M |
| Cascades Capital Asset Management, LLC | 1.08% | Add +5.4% | 128,065 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +50.2% | 125,541 | $2.8M |
| Creative Planning | 0.00% | Add +0.4% | 124,052 | $2.8M |
| Beacon Bridge Wealth Partners, LLC | 0.78% | Reduce -3.6% | 121,017 | $2.7M |
| Savant Capital, LLC | 0.01% | Add +96.2% | 116,167 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.4% | 113,587 | $2.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.8% | 111,528 | $2.5M |
| HRT Financial LP | 0.00% | New | 107,669 | $2.4M |
| Citigroup Inc. | 0.00% | Add +104.8% | 105,914 | $2.4M |
| Citizens National Bank Trust Department | 0.32% | Add +1.1% | 95,812 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +1.3% | 93,910 | $2.1M |
| Essex LLC | 0.31% | Add +3.0% | 89,747 | $2.0M |
| American National Bank & Trust | 0.17% | Add +18.7% | 88,144 | $2.0M |
| Bestgate Wealth Advisors, LLC | 2.98% | Add +2.7% | 82,682 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 81,343 | $1.8M |
| Certior Financial Group, LLC | 0.98% | Add +7.3% | 78,831 | $1.8M |
| Integral Investment Advisors, Inc. | 0.39% | Add +16.4% | 78,315 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -39.5% | 77,621 | $1.8M |
| Avior Wealth Management, LLC | 0.04% | Add +0.3% | 73,777 | $1.7M |
| Caitlin John, LLC | 0.90% | Reduce -78.6% | 72,227 | $1.6M |
| Integrity Alliance, Llc. | 0.05% | Add +3.6% | 72,090 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.2% | 70,603 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.0% | 69,528 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +310.6% | 68,074 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Reduce -2.7% | 63,928 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -83.4% | 61,826 | $1.4M |
| Fiduciary Financial Advisors | 0.14% | New | 60,279 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.55% | Add +1.4% | 57,610 | $1.3M |
| Worth Asset Management, LLC | 0.40% | Add +12.1% | 54,856 | $1.2M |
| Sculati Wealth Management, LLC | 0.41% | Add +4.3% | 54,113 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -1.6% | 53,631 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 49,629 | $1.1M |
| Main Street Research LLC | 0.05% | Add +4.9% | 46,488 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.9% | 46,135 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -16.9% | 45,298 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +10.5% | 45,141 | $1.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +27.2% | 43,648 | $988K |
| Absolute Capital Management, LLC | 0.24% | Add +131.6% | 42,480 | $962K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +20.1% | 39,619 | $897K |
| CoreCap Advisors, LLC | 0.03% | Reduce -40.2% | 39,305 | $890K |
| Peregrine Asset Advisers, Inc. | 0.19% | New | 38,308 | $867K |
| FMR LLC | 0.00% | Reduce -18.0% | 36,062 | $816K |
| Rosenberg Matthew Hamilton | 0.15% | No change | 35,282 | $799K |
| Money Concepts Capital Corp. | 0.04% | Add +16.8% | 34,644 | $784K |
| Creative Financial Designs Inc. | 0.04% | Add +4.3% | 34,232 | $775K |
| Sigma Planning Corp | 0.02% | Add +1.5% | 31,313 | $709K |
| IFP Advisors, Inc | 0.01% | Add +44.3% | 30,987 | $702K |
| Facet Wealth, Inc. | 0.01% | Add +87.8% | 30,683 | $695K |
| Flagstar Securities, Inc. | 0.21% | Add +7.0% | 30,577 | $692K |
| Keeler Thomas Management LLC | 0.24% | New | 29,925 | $678K |
| Cerity Partners LLC | 0.00% | Add +40.4% | 29,320 | $664K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.1% | 28,199 | $638K |
| Vident Advisory, LLC | 0.00% | Reduce -84.4% | 28,026 | $635K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | No change | 27,921 | $632K |
| Meridian Wealth Management, LLC | 0.02% | Add +9.4% | 27,499 | $623K |
| Farther Finance Advisors, LLC | 0.00% | Add +225.5% | 27,075 | $613K |
| Xcelsior Advisor Partners LLC | 0.08% | New | 26,959 | $610K |
| Joule Financial, LLC | 0.16% | No change | 25,325 | $573K |
| Principal Securities, Inc. | 0.01% | Add +9.5% | 24,247 | $549K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | Reduce -1.5% | 24,119 | $546K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 24,059 | $545K |
| WealthBridge Capital Management, LLC | 0.11% | Add +4.4% | 23,656 | $536K |
| EP Wealth Advisors, LLC | 0.00% | Add +77.8% | 23,210 | $525K |
| Rossby Financial, LCC | 0.10% | Add +141.7% | 23,167 | $525K |
| Scotia Capital Inc. | 0.00% | Add +37.6% | 21,609 | $489K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.0% | 21,536 | $488K |
| Brookstone Capital Management | 0.00% | Add +5.1% | 20,733 | $469K |
| Valmark Advisers, Inc. | 0.00% | No change | 20,256 | $459K |
| Ceeto Capital Group, LLC | 0.12% | No change | 20,000 | $453K |
| Jupiter Wealth Management LLC | 0.18% | No change | 20,000 | $453K |
| Andina Capital Management, LLC | 0.74% | Reduce -81.5% | 19,886 | $450K |
| Forum Financial Management, LP | 0.01% | No change | 19,821 | $449K |
| Asset Allocation Strategies LLC | 0.07% | Reduce -1.4% | 19,591 | $444K |
| Betterment LLC | 0.00% | Add +48.1% | 19,537 | $442K |
| Capstone Wealth Management Group, Inc. | 0.26% | — | 18,800 | $426K |
| Harbour Investments, Inc. | 0.01% | Add +1.7% | 18,697 | $423K |
| FC Advisory LLC | 0.11% | Add +0.2% | 17,806 | $403K |
| Compass Financial Management LLC | 0.05% | — | 17,532 | $397K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 16,990 | $385K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -28.7% | 16,512 | $374K |
| WealthPlan Investment Management, LLC | 0.02% | Add +1.6% | 16,495 | $373K |
| CIBC Bancorp USA Inc. | 0.00% | Add +4.5% | 16,381 | $371K |
| Spartan Wealth Advisory Services LLC | 0.03% | Add +1.9% | 16,235 | $368K |
| Capital Analysts, LLC | 0.01% | Reduce -1.1% | 15,840 | $359K |
| National Bank of Canada | 0.00% | No change | 14,495 | $328K |
| Quartz Partners, LLC | 0.11% | No change | 14,375 | $325K |
| Parsons Capital Management Inc. | 0.01% | New | 14,293 | $324K |
| Steelhead Wealth Management LLC | 0.13% | New | 14,187 | $321K |
| &partners | 0.00% | Reduce -10.5% | 14,083 | $319K |
| Swisher Financial Concepts, Inc. | 0.20% | No change | 14,065 | $318K |
| Ieq Capital, LLC | 0.00% | New | 13,809 | $313K |
| Patten & Patten Inc. | 0.02% | No change | 13,497 | $306K |
| Ameritas Advisory Services, LLC | 0.01% | New | 13,300 | $301K |
| Advisor Resource Council | 0.10% | Reduce -2.8% | 13,215 | $298K |
| Certuity, LLC | 0.01% | No change | 13,124 | $297K |
| Moneco Advisors, LLC | 0.02% | Add +0.5% | 13,045 | $295K |
| Schaeffer Financial LLC | 0.22% | New | 12,786 | $289K |
| XTX Topco Ltd | 0.00% | New | 12,750 | $289K |
| Chapin Davis, Inc. | 0.05% | No change | 12,450 | $282K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 12,433 | $281K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.1% | 12,309 | $279K |
| Morton Brown Family Wealth, LLC | 0.06% | Add +1.3% | 12,185 | $276K |
| Mission Wealth Management, LP | 0.00% | New | 12,013 | $272K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 12,000 | $272K |
| Wealth Forward, LLC | 0.13% | New | 11,799 | $267K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 11,507 | $261K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,239 | $254K |
| PFG Investments, LLC | 0.01% | Add +6.3% | 10,827 | $245K |
| AQR Capital Management | 0.00% | Add +6.2% | 10,801 | $245K |
| Guardian Financial Partners, LLC | 0.10% | Reduce -6.7% | 10,781 | $244K |
| Trilogy Capital Inc. | 0.01% | Reduce -59.5% | 10,568 | $239K |
| Quantinno Capital Management LP | 0.00% | Add +12.4% | 10,546 | $239K |
| Mitchell Sinkler & Starr | 0.10% | Reduce -8.0% | 10,365 | $235K |
| Aptus Capital Advisors, LLC | 0.00% | Add +58.9% | 10,329 | $234K |
| SouthState Bank Corp | 0.01% | No change | 10,158 | $230K |
| HBK Sorce Advisory LLC | 0.00% | No change | 10,120 | $226K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -20.3% | 9,868 | $224K |
| Concord Wealth Partners | 0.03% | No change | 9,852 | $223K |
| San Luis Wealth Advisors LLC | 0.03% | Add +8.6% | 9,820 | $222K |
| US Bancorp \de | 0.00% | Add +3.6% | 9,785 | $222K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 9,655 | $219K |
| Selective Wealth Management, Inc. | 0.06% | Reduce -15.2% | 9,731 | $218K |
| Brighton Jones LLC | 0.00% | Add +0.7% | 9,483 | $215K |
| Sovran Advisors, LLC | 0.02% | New | 9,607 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +30.6% | 9,443 | $214K |
| Independent Advisor Alliance | 0.01% | Reduce -26.8% | 9,424 | $213K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.3% | 9,199 | $208K |
| Kovack Advisors, Inc. | 0.01% | No change | 9,209 | $207K |
| Valtinson Bruner Financial Planning LLC | 0.05% | New | 8,881 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Add +73.2% | 8,572 | $194K |
| Wells Fargo & Company | 0.00% | Reduce -25.1% | 7,045 | $159K |
| AE Wealth Management LLC | 0.00% | Add +56.1% | 6,714 | $152K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +48.9% | 6,704 | $152K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 6,589 | $149K |
| Piscataqua Savings Bank | 0.10% | No change | 6,263 | $142K |
| Ameriflex Group, Inc. | 0.05% | Add +8.0% | 5,909 | $134K |
| 1620 Investment Advisors, Inc. | 0.07% | No change | 4,772 | $108K |
| Allworth Financial LP | 0.00% | Reduce -12.7% | 4,716 | $107K |
| Glassman Wealth Services | 0.01% | New | 4,450 | $101K |
| Larson Financial Group LLC | 0.00% | Add +114.0% | 4,345 | $98K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.2% | 4,100 | $93K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +10.2% | 4,097 | $93K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 3,958 | $90K |
| IMA Advisory Services, Inc. | 0.01% | New | 3,773 | $85K |
| Parallel Advisors, LLC | 0.00% | Add +5363.9% | 3,333 | $75K |
| Bank of Montreal | 0.00% | Add +159.8% | 3,170 | $72K |
| MilWealth Group LLC | 0.02% | No change | 3,118 | $71K |
| Jones Financial Companies LLLP | 0.00% | New | 2,962 | $67K |
| NewEdge Advisors, LLC | 0.00% | Reduce -87.3% | 2,962 | $67K |
| PFS Partners, LLC | 0.03% | No change | 2,947 | $67K |
| Addison Advisors LLC | 0.03% | New | 2,875 | $65K |
| Arax Advisory Partners | 0.00% | Add +90.5% | 2,832 | $64K |
| Fairscale Capital, LLC | 0.04% | No change | 2,749 | $62K |
| Hantz Financial Services, Inc. | 0.00% | Add +1039.5% | 2,655 | $60K |
| Aventura Private Wealth, LLC | 0.02% | No change | 2,550 | $58K |
| Burk Holdings LLC | 0.02% | Reduce -17.1% | 2,431 | $55K |
| Franklin Resources Inc. | 0.00% | No change | 2,252 | $51K |
| Vanguard Advisers Inc. | 0.00% | Reduce -1.5% | 2,214 | $50K |
| UBS Group AG | 0.00% | Add +637.3% | 2,175 | $49K |
| CVA Family Office, LLC | 0.00% | Add +0.5% | 2,160 | $49K |
| Hoey Investments, Inc. | 0.01% | Reduce -2.1% | 2,040 | $46K |
| Global Trust Asset Management, LLC | 0.01% | No change | 2,000 | $45K |
| Blueline Advisors LLC | 0.03% | No change | 1,868 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -95.5% | 1,829 | $41K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,633 | $37K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 1,562 | $35K |
| MCF Advisors LLC | 0.00% | Reduce -6.5% | 1,561 | $35K |
| HM Payson & Co. | 0.00% | No change | 1,498 | $34K |
| Sankala Group LLC | 0.02% | Reduce -43.8% | 1,475 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 1,378 | $31K |
| Mosley Wealth Management | 0.01% | New | 1,262 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,213 | $27K |
| CDKV Holdings LLC | 0.02% | No change | 1,164 | $26K |
| Robinswood Financial LLC | 0.01% | New | 1,102 | $25K |
| Daytona Street Capital LLC | 0.02% | No change | 1,050 | $24K |
| Simplex Trading, LLC | 0.00% | New | 1,038 | $24K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.2% | 1,000 | $23K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 965 | $22K |
| CrossGen Wealth, LLC | 0.02% | New | 956 | $22K |
| Bangor Savings Bank | 0.00% | No change | 870 | $20K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 721 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 703 | $16K |
| Spire Wealth Management | 0.00% | Add +1.2% | 699 | $16K |
| Creative Capital Management Investments LLC | 0.00% | Reduce -26.0% | 641 | $15K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 607 | $14K |
| Abound Wealth Management | 0.00% | No change | 567 | $13K |
| Coston, McIsaac & Partners | 0.00% | No change | 545 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.8% | 468 | $11K |
| Gill Capital Partners, LLC | 0.00% | No change | 385 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -93.5% | 329 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 310 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -9.2% | 298 | $7K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -74.1% | 282 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 274 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 270 | $6K |
| Evolution Wealth Management Inc. | 0.00% | New | 267 | $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 |
| Anchor Investment Management, LLC | 0.00% | New | 175 | $4K |
| Markowski Investments | 0.00% | — | 173 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 140 | $3K |
| Asset Dedication, LLC | 0.00% | Reduce -87.7% | 129 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.8% | 117 | $3K |
| Go Invest LLC | 0.00% | New | 89 | $2K |
| Bessemer Group Inc. | 0.00% | New | 96 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 65 | $1K |
| Prosperity Bancshares Inc | 0.00% | No change | 64 | $1K |
| Chapman Financial Group, LLC | 0.00% | No change | 58 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.3% | 56 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -17.5% | 52 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 44 | $996 |
| Basepoint Wealth LLC | 0.00% | New | 32 | $727 |
| Parkside Financial Bank & Trust | 0.00% | No change | 19 | $438 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -7.1% | 13 | $296 |
| Wagner Wealth Management, LLC | 0.00% | No change | 12 | $271 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 11 | $249 |
| Signaturefd, LLC | 0.00% | Reduce -99.9% | 5 | $111 |
| Activest Wealth Management | 0.00% | No change | 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.