Who owns Schwab 5-10 Year Corporate B otr?
- Ticker: SCHI
- CUSIP Number: 808524698
Tip: Access positions for across all investors
Analyze quarterly positions in Schwab 5-10 Year Corporate B otr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Schwab 5-10 Year Corporate B otr stock
Who bought or sold Schwab 5-10 Year Corporate B otr this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 111M | $4.9B | 3% | Mar 2024 |
|
| Charles Schwab Investment Management | 5.4M | $241M | 0% | Mar 2024 |
|
| RiverFront Investment Group | 3.9M | $172M | 100% | Mar 2024 |
|
| Envestnet Asset Management | 3.3M | $147M | 1550% | Mar 2024 |
|
| Campbell Wealth Management | 2.1M | $93M | 570% | Mar 2024 |
|
| Royal Bank of Canada | 790k | $36M | 573% | Mar 2024 |
|
| Raymond James & Associates | 768k | $34M | 100% | Mar 2024 |
|
| Bank of America Corporation | 514k | $23M | 6% | Mar 2024 |
|
| Janney Montgomery Scott | 480k | $21M | 8657% | Mar 2024 |
|
| Ogorek Anthony Joseph | 389k | $17M | 32% | Mar 2024 |
|
| Bouchey Financial | 362k | $16M | 6% | Mar 2024 |
|
| Huntington Asset Advisors | 353k | $16M | 100% | Mar 2024 |
|
| Taddei, Ludwig & Associates | 245k | $11M | 5% | Mar 2024 |
|
| Jpmorgan Chase & Co | 187k | $8.3M | -53% | Mar 2024 |
|
| Charles Schwab Trust | 178k | $7.9M | 38% | Mar 2024 |
|
| Jane Street | 175k | $7.8M | 100% | Mar 2024 |
|
| Branch Banking & Trust Company | 162k | $7.2M | 100% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 161k | $7.1M | 23% | Mar 2024 |
|
| BlackRock | 146k | $6.5M | -27% | Mar 2024 |
|
| Marmo Financial Group | 140k | $6.2M | 100% | Mar 2024 |
|
| Ameriprise Financial | 124k | $5.5M | 844% | Mar 2024 |
|
| Semmax Financial Advisors | 122k | $5.3M | 18% | Mar 2024 |
|
| Stifel Financial | 102k | $4.5M | 196% | Mar 2024 |
|
| Kaizen Financial Strategies | 98k | $4.3M | 55% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 97k | $4.3M | 978% | Mar 2024 |
|
| Mariner Wealth Advisors | 84k | $3.7M | 14% | Mar 2024 |
|
| Advisory Services Network | 82k | $3.6M | 9% | Mar 2024 |
|
| DecisionPoint Financial | 76k | $3.3M | -3% | Mar 2024 |
|
| Krasney Financial | 67k | $3.0M | 4% | Mar 2024 |
|
| Ffg Retirement Advisors | 62k | $2.8M | -27% | Mar 2024 |
|
| AlphaStar Capital Management | 61k | $2.7M | 10% | Mar 2024 |
|
| Susquehanna International | 58k | $2.6M | -81% | Mar 2024 |
|
| Citizens National Bank Trust Department | 53k | $2.3M | 1% | Mar 2024 |
|
| Essex | 52k | $2.3M | 0% | Mar 2024 |
|
| LPL Financial | 52k | $2.3M | 637% | Mar 2024 |
|
| National Asset Management | 51k | $2.2M | -6% | Mar 2024 |
|
| Horst & Graben Wealth Management | 51k | $2.3M | -63% | Mar 2024 |
|
| Forthright Family Wealth Advisory | 47k | $2.1M | 7% | Mar 2024 |
|
| Vident Advisory | 44k | $2.0M | 1% | Dec 2023 |
|
| Mutual Advisors | 42k | $1.9M | 338% | Mar 2024 |
|
| Strategic Blueprint | 39k | $1.7M | -35% | Mar 2024 |
|
| Andina Capital Management | 37k | $1.7M | 100% | Mar 2024 |
|
| Austin Private Wealth | 37k | $1.6M | -65% | Mar 2024 |
|
| Source Financial Advisors | 34k | $1.5M | 100% | Mar 2024 |
|
| Nilsine Partners | 34k | $1.5M | -3% | Mar 2024 |
|
| Vanguard Group | 34k | $1.5M | 0% | Mar 2024 |
|
| Carnick & Kubik | 31k | $1.4M | 5% | Mar 2024 |
|
| HPM Partners | 30k | $1.3M | 100% | Mar 2024 |
|
| Beacon Bridge Wealth Partners | 29k | $1.3M | 29% | Mar 2024 |
|
| NorthCrest Asset Manangement | 29k | $1.3M | 1% | Mar 2024 |
|
| Cibc World Markets | 27k | $1.2M | 100% | Mar 2024 |
|
| Brian McDonald | 27k | $1.2M | 100% | Mar 2024 |
|
| Focus Financial Network | 26k | $1.2M | 100% | Dec 2023 |
|
| Citadel Advisors | 25k | $1.1M | 48% | Mar 2024 |
|
| Advisors Capital Management | 25k | $1.1M | 6% | Mar 2024 |
|
| Harbour Investments | 24k | $1.1M | 13% | Dec 2023 |
|
| PFG Advisors | 22k | $993k | -18% | Mar 2024 |
|
| Advisor Group Holdings | 22k | $968k | -31% | Mar 2024 |
|
| My Legacy Advisors | 21k | $942k | 9% | Dec 2023 |
|
| Gratus Capital | 21k | $928k | -6% | Mar 2024 |
|
| One Wealth Advisors | 20k | $897k | -70% | Mar 2024 |
|
| Kickstand Ventures | 18k | $788k | 100% | Dec 2023 |
|
| TNF | 17k | $733k | -44% | Mar 2024 |
|
| Perigon Wealth Management | 17k | $752k | 100% | Mar 2024 |
|
| Adams Wealth Management | 16k | $738k | -28% | Dec 2023 |
|
| Creative Planning | 16k | $720k | 20% | Mar 2024 |
|
| Prairiewood Capital | 16k | $718k | 64% | Mar 2024 |
|
| Van Strum & Towne | 15k | $670k | 16% | Mar 2024 |
|
| Orion Portfolio Solutions | 15k | $666k | 2% | Mar 2024 |
|
| Creative Financial Designs | 15k | $649k | -24% | Mar 2024 |
|
| Pinnacle Wealth Management Group | 13k | $576k | -90% | Mar 2024 |
|
| Davenport & Co | 13k | $568k | 100% | Mar 2024 |
|
| Client 1st Advisory Group | 12k | $546k | 7% | Mar 2024 |
|
| Arrowroot Family Office | 12k | $536k | 100% | Dec 2023 |
|
| Captrust Financial Advisors | 12k | $528k | 100% | Mar 2024 |
|
| Feltz Wealth PLAN | 12k | $525k | -46% | Mar 2024 |
|
| Schaeffer Financial | 12k | $522k | 12% | Mar 2024 |
|
| Integral Investment Advisors | 11k | $508k | 100% | Mar 2024 |
|
| Commonwealth Equity Services | 11k | $503k | -31% | Mar 2024 |
|
| Bank of New Hampshire | 11k | $508k | 100% | Dec 2023 |
|
| Clearview Wealth Advisors | 11k | $491k | 31% | Mar 2024 |
|
| ValMark Advisers | 10k | $453k | 0% | Mar 2024 |
|
| HighTower Advisors | 8.9k | $395k | 6% | Mar 2024 |
|
| FC Advisory | 8.7k | $389k | 0% | Mar 2024 |
|
| Spectrum Planning & Advisory Services | 8.7k | $391k | 74% | Dec 2023 |
|
| Meeder Asset Management | 8.5k | $377k | -7% | Mar 2024 |
|
| Maripau Wealth Management | 8.1k | $364k | 2% | Dec 2023 |
|
| Sequoia Financial Advisors | 7.9k | $352k | -12% | Mar 2024 |
|
| Tradition Wealth Management | 7.5k | $335k | 2647% | Mar 2024 |
|
| Security Financial Services | 7.1k | $317k | -75% | Mar 2024 |
|
| Gen-Wealth Partners | 7.0k | $311k | 100% | Mar 2024 |
|
| Prime Capital Investment Advisors | 6.8k | $307k | 14% | Dec 2023 |
|
| Range Financial Group | 6.7k | $297k | 100% | Mar 2024 |
|
| WealthBridge Capital Management | 6.6k | $296k | 100% | Mar 2024 |
|
| Bristlecone Advisors | 6.6k | $292k | 1% | Mar 2024 |
|
| MONECO Advisors | 6.6k | $292k | 100% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 6.4k | $286k | -35% | Mar 2024 |
|
| AdvisorNet Financial | 6.4k | $284k | -59% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 6.4k | $283k | 100% | Mar 2024 |
|
| Private Advisor | 6.3k | $281k | 100% | Mar 2024 |
|
| Mercer Global Advisors | 6.3k | $279k | -48% | Mar 2024 |
|
| Fisher Investments | 6.1k | $273k | 100% | Mar 2024 |
|
| LexAurum Advisors | 6.0k | $271k | 6% | Dec 2023 |
|
| EP Wealth Advisors | 6.0k | $268k | 99% | Dec 2023 |
|
| Patten & Patten | 5.9k | $262k | 100% | Mar 2024 |
|
| Buckingham Asset Management | 5.9k | $260k | 100% | Mar 2024 |
|
| Rockbridge Investment Management, LCC | 5.7k | $255k | 1% | Mar 2024 |
|
| Kingsview Wealth Management | 5.2k | $231k | 0% | Mar 2024 |
|
| Gallagher Fiduciary Advisors | 5.2k | $230k | 100% | Mar 2024 |
|
| Delta Financial Group | 4.9k | $218k | 100% | Mar 2024 |
|
| CoreCap Advisors | 4.7k | $212k | 100% | Dec 2023 |
|
| SageView Advisory Group | 4.6k | $253k | 100% | Mar 2024 |
|
| Zrc Wealth Management | 4.4k | $196k | 100% | Mar 2024 |
|
| American National Bank | 4.3k | $190k | 279% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 4.1k | $181k | -34% | Mar 2024 |
|
| FMR | 3.9k | $175k | 504% | Mar 2024 |
|
| Mitchell Sinkler & Starr | 3.8k | $171k | 100% | Mar 2024 |
|
| Milestone Group | 3.7k | $165k | 100% | Mar 2024 |
|
| Citigroup | 3.5k | $155k | 304% | Mar 2024 |
|
| Spire Wealth Management | 3.4k | $150k | 464% | Mar 2024 |
|
| Wells Fargo & Company | 3.1k | $137k | 484% | Mar 2024 |
|
| TD Waterhouse Canada | 2.7k | $120k | 0% | Mar 2024 |
|
| Atlantic Trust | 2.6k | $116k | 100% | Mar 2024 |
|
| Umb Bank N A | 2.6k | $116k | 100% | Mar 2024 |
|
| Laffer Investments | 2.6k | $115k | 100% | Mar 2024 |
|
| Morgan Stanley | 2.5k | $112k | -79% | Mar 2024 |
|
| Global Retirement Partners | 2.3k | $103k | -65% | Mar 2024 |
|
| Signature | 1.8k | $79k | 6221% | Mar 2024 |
|
| Howe and Rusling | 1.6k | $72k | 16% | Mar 2024 |
|
| Plante Moran Financial Advisors | 1.6k | $72k | 109% | Mar 2024 |
|
| McCarthy Grittinger Financial Group | 1.6k | $69k | 0% | Mar 2024 |
|
| Bangor Savings Bank | 1.2k | $55k | 0% | Mar 2024 |
|
| Harbor Investment Advisory | 1.2k | $53k | 100% | Mar 2024 |
|
| CVA Family Office | 1.1k | $50k | 100% | Dec 2023 |
|
| FSA Wealth Management | 977.00 | $44k | 100% | Mar 2024 |
|
| Principal Securities | 762.00 | $34k | 103% | Mar 2024 |
|
| AlphaCore Capital | 680.00 | $30k | 100% | Mar 2024 |
|
| Farther Finance Advisors | 672.00 | $30k | -15% | Mar 2024 |
|
| MCF Advisors | 582.00 | $26k | 0% | Mar 2024 |
|
| Anfield Capital Management | 558.00 | $25k | 100% | Mar 2024 |
|
| Cassady Schiller Wealth Management | 556.00 | $25k | 100% | Mar 2024 |
|
| Family Asset Management | 458.00 | $21k | -87% | Dec 2023 |
|
| Spectrum Wealth Counsel | 457.00 | $20k | 0% | Mar 2024 |
|
| IFP Advisors | 430.00 | $19k | 161% | Dec 2023 |
|
| Archer Investment Corp | 375.00 | $17k | 100% | Mar 2024 |
|
| First Pacific Financial | 286.00 | $13k | 100% | Mar 2024 |
|
| EverSource Wealth Advisors | 254.00 | $11k | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 241.00 | $11k | 100% | Mar 2024 |
|
| Retirement Group | 230.00 | $10k | -28% | Mar 2024 |
|
| Proequities | 183.00 | $8.1M | 12% | Mar 2024 |
|
| Capital Investment Advisory Services | 182.00 | $8.1k | 1% | Mar 2024 |
|
| UBS Group | 164.00 | $7.3k | -60% | Mar 2024 |
|
| CWM | 153.00 | $7.0k | -24% | Mar 2024 |
|
| Geneos Wealth Management | 140.00 | $6.2k | -56% | Mar 2024 |
|
| William Blair $ Company | 62.00 | $2.8k | -72% | Mar 2024 |
|
| Aspire Wealth Management Corp | 58.00 | $2.6k | -96% | Mar 2024 |
|
| Fortis Advisors | 18.00 | $795.000600 | -97% | Mar 2024 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| West Wealth Group | Dec 2023 | 40k | $1.8M |
| Mayflower Financial Advisors | Dec 2023 | 23k | $1.0M |
| Apeiron RIA | Dec 2023 | 16k | $736k |
| Joule Financial | Dec 2023 | 13k | $562k |
| Streettalk Advisors | Dec 2023 | 12k | $531k |
| Patriot Financial Group Insurance Agency | Dec 2023 | 9.7k | $436k |
| RFG Advisory | Dec 2023 | 9.6k | $432k |
| Western Financial Corp | Dec 2023 | 8.6k | $385k |
| Clear Creek Financial Management | Dec 2023 | 7.5k | $338k |
| Firethorn Wealth Partners | Dec 2023 | 7.3k | $330k |
| Ridgewood Investments | Sep 2023 | 7.3k | $306k |
| Sutton Place Investors | Dec 2023 | 7.0k | $313k |
| Integrated Wealth Concepts | Sep 2023 | 6.5k | $276k |
| Redwood Investment Management | Dec 2023 | 6.1k | $273k |
| Vertex Planning Partners | Dec 2023 | 5.9k | $267k |
| Theory Financial | Dec 2023 | 5.3k | $240k |
| Nwam | Dec 2023 | 5.3k | $238k |
| Ronald Blue Trust | Dec 2023 | 4.3k | $180k |
| Us Bancorp | Dec 2023 | 1.3k | $57k |
| Resurgent Financial Advisors | Dec 2023 | 1.2k | $55k |
| Chilton Capital Management | Dec 2023 | 692.00 | $31k |
| Bradley & Co. Private Wealth Management | Dec 2023 | 460.00 | $21k |
| Johnson Financial Group | Sep 2023 | 453.00 | $19k |
| Addison Advisors | Dec 2023 | 348.00 | $16k |
| SRS Capital Advisors | Sep 2023 | 330.00 | $14k |
| Life Planning Partners | Dec 2023 | 260.00 | $12k |