SCHWAB 5-10 YEAR CORPORATE B SCHI
$22.55
+0.1% 52w: $21.39 – $22.85
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data21.3922.1222.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
258
+28 QoQ
13F value
$1.15B
+10.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $208K puts
Institutional value by quarter
Number of holders
Who owns SCHI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 8.5M | $193.4M | 0.3% | +8.8% |
| RiverFront Investment Group, LLC | Wealth advisor | 8.5M | $191.8M | 3.0% | +0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.2M | $163.5M | 0.0% | -1.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $62.6M | 0.0% | +9.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $36.3M | 0.0% | +28.2% |
| Bouchey Financial Group Ltd | Wealth advisor | 1.5M | $33.5M | 2.5% | +3.0% |
| Permanens Capital L.P. | Wealth advisor | 1.3M | $30.6M | 3.9% | New |
| L2 Asset Management, LLC | Other | 1.3M | $29.8M | 2.8% | +100.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.1M | $24.9M | 0.0% | +1.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.0M | $23.1M | 0.0% | -5.0% |
| JPMORGAN CHASE & CO | Bank broker | 819.1K | $18.5M | 0.0% | +273.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 754.8K | $17.1M | 0.0% | -2.0% |
| WestHill Financial Advisors, Inc. | Wealth advisor | 632.2K | $14.3M | 2.7% | +6.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 550.1K | $12.5M | 0.0% | +1.1% |
| Charles Schwab Trust Co | Wealth advisor | 511.3K | $11.6M | 0.8% | +7.4% |
| VAN STRUM & TOWNE INC. | Other | 508.5K | $11.5M | 3.4% | +2.6% |
| LPL Financial LLC | Bank broker | 497.4K | $11.3M | 0.0% | -5.7% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | Wealth advisor | 467.6K | $10.6M | 2.9% | +176.7% |
| White & Co Financial Planning Inc | Wealth advisor | 377.8K | $8.6M | 6.0% | +11.2% |
| Advisory Services Network, LLC | Diversified mechanical | 374.7K | $8.5M | 0.1% | +11.2% |
| JANE STREET GROUP, LLC | Market maker | 372.7K | $8.5M | 0.0% | New |
| Kaizen Financial Strategies | Wealth advisor | 368.6K | $8.4M | 3.6% | +5.8% |
| WT Wealth Management | Wealth advisor | 340.6K | $7.7M | 2.3% | -5.4% |
| Caitlin John, LLC | Wealth advisor | 337.1K | $7.6M | 4.6% | +35.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 312.0K | $7.1M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 282.9K | $6.4M | 0.0% | +9.5% |
| Systelligence, LLC | Wealth advisor | 264.7K | $6.0M | 1.2% | New |
| Bank of New Hampshire | Other | 235.1K | $5.3M | 1.2% | +15.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 234.9K | $5.3M | 0.0% | -3.0% |
| Madden Advisory Services, Inc. | Wealth advisor | 230.3K | $5.2M | 2.1% | +10.7% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 218.7K | $5.0M | 0.0% | -44.4% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 213.0K | $4.8M | 0.5% | +3.6% |
| Mutual Advisors, LLC | Wealth advisor | 212.1K | $4.8M | 0.1% | +19.4% |
| Prairiewood Capital, LLC | Wealth advisor | 210.0K | $4.8M | 1.4% | +64.2% |
| Mariner, LLC | Diversified mechanical | 206.0K | $4.7M | 0.0% | -33.9% |
| Seek First Inc. | Wealth advisor | 194.3K | $4.4M | 3.1% | +0.6% |
| Arrowroot Family Office, LLC | Wealth advisor | 194.1K | $4.4M | 1.5% | +31.4% |
| FF Advisors,LLC | Wealth advisor | 181.2K | $4.1M | 1.7% | New |
| Vident Advisory, LLC | Diversified mechanical | 179.3K | $4.1M | 0.0% | -37.1% |
| DecisionPoint Financial, LLC | Wealth advisor | 163.2K | $3.7M | 0.8% | +46.1% |
| WFA of San Diego, LLC | Wealth advisor | 138.5K | $3.1M | 2.5% | +11.8% |
| Wealthspire Advisors, LLC | Wealth advisor | 136.9K | $3.1M | 0.0% | +0.5% |
| Entelevest, LLC | Wealth advisor | 133.1K | $3.0M | 3.1% | +73.6% |
| HighTower Advisors, LLC | Diversified mechanical | 132.9K | $3.0M | 0.0% | -4.2% |
| MFG WEALTH MANAGEMENT, INC. | Other | 132.7K | $3.0M | 2.5% | +1.8% |
| MORGAN STANLEY | Bank broker | 128.4K | $2.9M | 0.0% | -4.9% |
| Beacon Bridge Wealth Partners, LLC | Wealth advisor | 125.6K | $2.8M | 1.0% | -12.7% |
| Creative Planning | Wealth advisor | 123.5K | $2.8M | 0.0% | +52.9% |
| Cascades Capital Asset Management, LLC | Wealth advisor | 121.5K | $2.8M | 1.2% | +19.0% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 115.9K | $2.6M | 0.0% | +389.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.