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
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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 | 108M | $4.9B | 6% | Dec 2023 |
|
| Charles Schwab Investment Management | 5.4M | $242M | 6% | Dec 2023 |
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| Raymond James & Associates | 768k | $34M | 100% | Mar 2024 |
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| Bank of America Corporation | 485k | $22M | 4% | Dec 2023 |
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| Jpmorgan Chase & Co | 396k | $18M | -5% | Dec 2023 |
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| Bouchey Financial | 342k | $15M | 100% | Dec 2023 |
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| Campbell Wealth Management | 311k | $14M | 2% | Dec 2023 |
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| Ogorek Anthony Joseph | 295k | $13M | 48% | Dec 2023 |
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| Taddei, Ludwig & Associates | 234k | $11M | -2% | Dec 2023 |
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| Charles Schwab Trust | 178k | $7.9M | 38% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 161k | $7.1M | 23% | Mar 2024 |
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| Marmo Financial Group | 140k | $6.2M | 100% | Mar 2024 |
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| Pinnacle Wealth Management Group | 135k | $6.1M | 4% | Dec 2023 |
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| Royal Bank of Canada | 117k | $5.3M | 11466% | Dec 2023 |
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| Semmax Financial Advisors | 103k | $4.5M | 32804% | Dec 2023 |
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| Raymond James Financial Services Advisors | 97k | $4.3M | 978% | Mar 2024 |
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| Ffg Retirement Advisors | 86k | $3.8M | 65% | Dec 2023 |
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| DecisionPoint Financial | 79k | $3.5M | 0% | Dec 2023 |
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| Advisory Services Network | 75k | $3.4M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 74k | $3.3M | 186% | Dec 2023 |
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| Krasney Financial | 67k | $3.0M | 4% | Mar 2024 |
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| Kaizen Financial Strategies | 63k | $2.8M | 6% | Dec 2023 |
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| Strategic Blueprint | 59k | $2.7M | 106% | Dec 2023 |
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| AlphaStar Capital Management | 55k | $2.5M | 9% | Dec 2023 |
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| National Asset Management | 55k | $2.5M | 7% | Dec 2023 |
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| Essex | 52k | $2.3M | 100% | Dec 2023 |
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| Citizens National Bank Trust Department | 52k | $2.3M | -1% | Dec 2023 |
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| Horst & Graben Wealth Management | 51k | $2.3M | -63% | Mar 2024 |
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| Vident Advisory | 44k | $2.0M | 1% | Dec 2023 |
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| Forthright Family Wealth Advisory | 44k | $2.0M | 100% | Dec 2023 |
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| West Wealth Group | 40k | $1.8M | 2% | Dec 2023 |
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| Andina Capital Management | 37k | $1.7M | 100% | Mar 2024 |
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| Austin Private Wealth | 37k | $1.6M | -65% | Mar 2024 |
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| Stifel Financial | 35k | $1.5M | 100% | Dec 2023 |
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| Nilsine Partners | 34k | $1.5M | -3% | Mar 2024 |
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| Vanguard Group | 34k | $1.5M | 0% | Dec 2023 |
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| Advisor Group Holdings | 32k | $1.4M | -39% | Dec 2023 |
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| Carnick & Kubik | 31k | $1.4M | 5% | Mar 2024 |
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| TNF | 30k | $1.3M | 10% | Dec 2023 |
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| NorthCrest Asset Manangement | 29k | $1.3M | 1% | Mar 2024 |
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| PFG Advisors | 27k | $1.2M | 115% | Dec 2023 |
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| Focus Financial Network | 26k | $1.2M | 100% | Dec 2023 |
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| Harbour Investments | 24k | $1.1M | 13% | Dec 2023 |
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| Advisors Capital Management | 23k | $1.0M | 5% | Dec 2023 |
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| Mayflower Financial Advisors | 23k | $1.0M | 75% | Dec 2023 |
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| Beacon Bridge Wealth Partners | 23k | $1.0M | 350% | Dec 2023 |
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| Gratus Capital | 22k | $1.0M | 100% | Dec 2023 |
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| Feltz Wealth PLAN | 22k | $975k | 15% | Dec 2023 |
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| My Legacy Advisors | 21k | $942k | 9% | Dec 2023 |
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| One Wealth Advisors | 20k | $897k | -70% | Mar 2024 |
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| Creative Financial Designs | 19k | $863k | 59% | Dec 2023 |
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| Kickstand Ventures | 18k | $788k | 100% | Dec 2023 |
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| Citadel Advisors | 17k | $770k | 73% | Dec 2023 |
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| Adams Wealth Management | 16k | $738k | -28% | Dec 2023 |
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| Commonwealth Equity Services | 16k | $737k | 13% | Dec 2023 |
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| Orion Portfolio Solutions | 15k | $653k | 100% | Dec 2023 |
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| Creative Planning | 14k | $607k | 42% | Dec 2023 |
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| Van Strum & Towne | 13k | $584k | 39% | Dec 2023 |
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| Joule Financial | 13k | $562k | 100% | Dec 2023 |
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| Mercer Global Advisors | 12k | $539k | 100% | Dec 2023 |
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| Arrowroot Family Office | 12k | $536k | 100% | Dec 2023 |
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| Streettalk Advisors | 12k | $531k | 1% | Dec 2023 |
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| Bank of New Hampshire | 11k | $508k | 100% | Dec 2023 |
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| Clearview Wealth Advisors | 11k | $491k | 31% | Mar 2024 |
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| Schaeffer Financial | 11k | $472k | 100% | Dec 2023 |
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| ValMark Advisers | 10k | $457k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 10k | $447k | 3% | Dec 2023 |
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| Prairiewood Capital | 9.8k | $442k | 100% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 9.7k | $436k | 84% | Dec 2023 |
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| Mutual Advisors | 9.5k | $427k | 100% | Dec 2023 |
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| Meeder Asset Management | 9.1k | $407k | 100% | Dec 2023 |
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| Sequoia Financial Advisors | 9.0k | $403k | -34% | Dec 2023 |
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| FC Advisory | 8.7k | $389k | 0% | Mar 2024 |
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| Spectrum Planning & Advisory Services | 8.7k | $391k | 74% | Dec 2023 |
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| Western Financial Corp | 8.6k | $385k | 54% | Dec 2023 |
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| HighTower Advisors | 8.4k | $380k | 22% | Dec 2023 |
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| Maripau Wealth Management | 8.1k | $364k | 2% | Dec 2023 |
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| Clear Creek Financial Management | 7.5k | $338k | 100% | Dec 2023 |
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| Security Financial Services | 7.1k | $317k | -75% | Mar 2024 |
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| Prime Capital Investment Advisors | 6.8k | $307k | 14% | Dec 2023 |
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| Range Financial Group | 6.7k | $297k | 100% | Mar 2024 |
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| Global Retirement Partners | 6.6k | $293k | 25% | Dec 2023 |
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| Bristlecone Advisors | 6.6k | $292k | 1% | Mar 2024 |
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| AdvisorNet Financial | 6.4k | $284k | -59% | Mar 2024 |
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| Redwood Investment Management | 6.1k | $273k | 100% | Dec 2023 |
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| LexAurum Advisors | 6.0k | $271k | 6% | Dec 2023 |
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| EP Wealth Advisors | 6.0k | $268k | 99% | Dec 2023 |
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| Vertex Planning Partners | 5.9k | $267k | 100% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 5.7k | $255k | 100% | Dec 2023 |
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| Janney Montgomery Scott | 5.5k | $246k | -3% | Dec 2023 |
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| Theory Financial | 5.3k | $240k | 100% | Dec 2023 |
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| Nwam | 5.3k | $238k | -20% | Dec 2023 |
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| Kingsview Wealth Management | 5.2k | $233k | -2% | Dec 2023 |
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| CoreCap Advisors | 4.7k | $212k | 100% | Dec 2023 |
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| Zrc Wealth Management | 4.4k | $196k | 100% | Mar 2024 |
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| American National Bank | 4.3k | $190k | 279% | Mar 2024 |
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| Ronald Blue Trust | 4.3k | $180k | 100% | Dec 2023 |
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| TD Waterhouse Canada | 2.7k | $121k | 100% | Dec 2023 |
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| Aspire Wealth Management Corp | 1.6k | $73k | 0% | Dec 2023 |
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| McCarthy Grittinger Financial Group | 1.6k | $70k | -26% | Dec 2023 |
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| Howe and Rusling | 1.4k | $62k | -62% | Dec 2023 |
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| Us Bancorp | 1.3k | $57k | 100% | Dec 2023 |
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| Bangor Savings Bank | 1.2k | $55k | 0% | Mar 2024 |
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| Resurgent Financial Advisors | 1.2k | $55k | -1% | Dec 2023 |
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| Harbor Investment Advisory | 1.2k | $53k | 100% | Mar 2024 |
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| CVA Family Office | 1.1k | $50k | 100% | Dec 2023 |
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| Citigroup | 861.00 | $39k | 119% | Dec 2023 |
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| Farther Finance Advisors | 786.00 | $35k | 7% | Dec 2023 |
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| Plante Moran Financial Advisors | 770.00 | $35k | 100% | Dec 2023 |
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| Chilton Capital Management | 692.00 | $31k | 0% | Dec 2023 |
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| Spire Wealth Management | 596.00 | $27k | 7% | Dec 2023 |
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| MCF Advisors | 582.00 | $26k | 0% | Mar 2024 |
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| Wells Fargo & Company | 526.00 | $24k | 100% | Dec 2023 |
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| Bradley & Co. Private Wealth Management | 460.00 | $21k | 100% | Dec 2023 |
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| Family Asset Management | 458.00 | $21k | -87% | Dec 2023 |
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| Spectrum Wealth Counsel | 457.00 | $21k | 100% | Dec 2023 |
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| IFP Advisors | 430.00 | $19k | 161% | Dec 2023 |
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| UBS Group | 408.00 | $18k | -86% | Dec 2023 |
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| Principal Securities | 376.00 | $17k | 100% | Dec 2023 |
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| Addison Advisors | 348.00 | $16k | 2386% | Dec 2023 |
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| Retirement Group | 320.00 | $14k | 0% | Dec 2023 |
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| Geneos Wealth Management | 315.00 | $14k | 708% | Dec 2023 |
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| Tradition Wealth Management | 274.00 | $12k | 96% | Dec 2023 |
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| Life Planning Partners | 260.00 | $12k | 100% | Dec 2023 |
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| EverSource Wealth Advisors | 254.00 | $11k | 23% | Dec 2023 |
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| William Blair $ Company | 221.00 | $9.9k | 117% | Dec 2023 |
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| Capital Investment Advisory Services | 180.00 | $8.1k | 100% | Dec 2023 |
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| New Republic Capital | 173.00 | $7.8k | 100% | Dec 2023 |
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| Proequities | 163.00 | $7.3M | -99% | Dec 2023 |
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| CWM | 153.00 | $7.0k | -24% | Mar 2024 |
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| Northwest Capital Management | 143.00 | $6.4k | 0% | Mar 2024 |
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| Cornerstone Planning Group | 134.00 | $6.0k | 100% | Dec 2023 |
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| Element Wealth | 117.00 | $5.3k | 0% | Dec 2023 |
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| Planning Capital Management Corp | 100.00 | $4.5k | 100% | Dec 2023 |
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| Sunbelt Securities | 67.00 | $3.0k | 0% | Mar 2024 |
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| Financial Management Professionals | 66.00 | $3.0k | 0% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 61.00 | $2.8k | -84% | Dec 2023 |
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| Scarborough Advisors | 56.00 | $2.5k | 100% | Dec 2023 |
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| Impact Partnership Wealth | 55.00 | $2.5k | -69% | Dec 2023 |
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| Mot | 54.00 | $2.4k | 100% | Dec 2023 |
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| Sage Mountain Advisors | 39.00 | $1.8k | 0% | Dec 2023 |
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| LGT Financial Advisors | 37.00 | $1.7k | 100% | Dec 2023 |
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| Efficient Wealth Management | 34.00 | $2.0k | 0% | Dec 2023 |
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| Wagner Wealth Management | 32.00 | $1.4k | 19% | Dec 2023 |
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| Signature | 28.00 | $1.3k | 0% | Dec 2023 |
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| Atlantic Edge Private Wealth Management | 2.00 | $90.000000 | 100% | Dec 2023 |
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| Castleview Partners | 1.00 | $45.000000 | 0% | Dec 2023 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 240k | $10M |
| AE Wealth Management | Sep 2023 | 32k | $1.3M |
| State of Wisconsin Investment Board | Sep 2023 | 22k | $944k |
| Apeiron RIA | Dec 2023 | 16k | $736k |
| RFG Advisory | Dec 2023 | 9.6k | $432k |
| Firethorn Wealth Partners | Dec 2023 | 7.3k | $330k |
| Ridgewood Investments | Sep 2023 | 7.3k | $306k |
| Sutton Place Investors | Dec 2023 | 7.0k | $313k |
| W.H. Cornerstone Investments | Sep 2023 | 5.6k | $236k |
| Fisher Investments | Sep 2023 | 5.0k | $210k |
| Larson Financial Group | Sep 2023 | 717.00 | $30k |
| Johnson Financial Group | Sep 2023 | 453.00 | $19k |
| SRS Capital Advisors | Sep 2023 | 330.00 | $14k |
| Cary Street Partner Investment Advisory | Sep 2023 | 155.00 | $6.5k |
| Creative Capital Management Investments | Sep 2023 | 52.00 | $2.2k |
| Absolute Investment Management | Sep 2023 | 27.00 | $1.1k |
| Assetmark | Sep 2023 | 26.00 | $1.1k |
| First Command Advisory Services | Sep 2023 | 25.00 | $1.1k |
| Moisand Fitzgerald Tamayo | Dec 2023 | 21.00 | $944.000400 |