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 |
|---|---|---|---|---|---|
| RiverFront Investment Group | 8.4M | $194M | 1% | Sep 2025 |
|
| Captrust Financial Advisors | 7.5M | $172M | 3% | Sep 2025 |
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| Envestnet Asset Management | 7.4M | $170M | 0% | Sep 2025 |
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| Raymond James Financial | 2.4M | $56M | -2% | Sep 2025 |
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| Bouchey Financial | 1.3M | $30M | 3% | Sep 2025 |
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| Royal Bank of Canada | 1.1M | $25M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 803k | $19M | -4% | Sep 2025 |
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| Gunma Bank | 730k | $17M | 26% | Sep 2025 |
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| L2 Asset Management | 651k | $15M | 0% | Sep 2025 |
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| Jane Street | 606k | $14M | 100% | Sep 2025 |
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| Taddei, Ludwig & Associates | 593k | $14M | 7% | Sep 2025 |
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| Huntington Asset Advisors | 541k | $13M | -2% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 534k | $12M | 100% | Sep 2025 |
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| Christopher J. Hasenberg | 511k | $12M | 100% | Jun 2025 |
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| Stifel Financial | 505k | $12M | 9% | Sep 2025 |
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| Charles Schwab Trust | 468k | $11M | 9% | Sep 2025 |
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| Ameriprise Financial | 436k | $10M | 16% | Sep 2025 |
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| LPL Financial | 424k | $9.8M | 15% | Sep 2025 |
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| Vident Advisory | 384k | $8.9M | 23% | Sep 2025 |
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| William Blair $ Company | 354k | $8.2M | 162% | Sep 2025 |
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| WT Wealth Management | 352k | $8.1M | 4% | Sep 2025 |
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| Van Strum & Towne | 346k | $8.0M | 136% | Sep 2025 |
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| White & Co Financial Planning | 340k | $7.9M | 4% | Sep 2025 |
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| Kaizen Financial Strategies | 335k | $7.7M | 7% | Sep 2025 |
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| Advisory Services Network | 333k | $7.7M | -3% | Sep 2025 |
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| Branch Banking & Trust Company | 260k | $6.0M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 245k | $5.7M | 16% | Sep 2025 |
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| Cetera Investment Advisers | 228k | $5.2M | 9% | Sep 2025 |
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| Jpmorgan Chase & Co | 218k | $5.0M | -15% | Sep 2025 |
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| Madden Advisory Services | 204k | $4.7M | 45% | Sep 2025 |
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| Seek First | 189k | $4.4M | 2% | Sep 2025 |
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| Mutual Advisors | 187k | $4.3M | 12% | Sep 2025 |
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| Semmax Financial Advisors | 182k | $4.1M | 3% | Jun 2025 |
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| Bank of New Hampshire | 173k | $4.0M | 27% | Sep 2025 |
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| Mfg Wealth Management | 131k | $3.0M | 100% | Sep 2025 |
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| HighTower Advisors | 128k | $3.0M | 6% | Sep 2025 |
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| Beacon Bridge Wealth Partners | 127k | $2.9M | 5% | Sep 2025 |
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| Andina Capital Management | 125k | $2.9M | -7% | Sep 2025 |
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| Essex | 124k | $2.9M | -29% | Sep 2025 |
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| Prairiewood Capital | 115k | $2.7M | 14% | Sep 2025 |
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| Arrowroot Family Office | 112k | $2.6M | 0% | Sep 2025 |
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| DecisionPoint Financial | 112k | $2.6M | -13% | Sep 2025 |
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| Mml Investors Services | 109k | $2.5M | 728% | Sep 2025 |
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| Integrity Alliance | 102k | $2.4M | 48% | Sep 2025 |
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| WFA of San Diego | 97k | $2.2M | 100% | Jun 2025 |
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| Citizens National Bank Trust Department | 95k | $2.2M | -1% | Sep 2025 |
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| Assetmark | 91k | $2.1M | -1% | Sep 2025 |
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| Susquehanna International | 90k | $2.1M | 9% | Sep 2025 |
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| Renaissance Technologies | 85k | $2.0M | 86% | Sep 2025 |
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| Creative Planning | 83k | $1.9M | 7% | Sep 2025 |
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| Citadel Advisors | 80k | $1.8M | 61% | Sep 2025 |
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| Advisor Group Holdings | 77k | $1.8M | 97% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 74k | $1.7M | 1% | Sep 2025 |
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| Mercer Global Advisors | 72k | $1.7M | 185% | Sep 2025 |
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| Certior Financial Group | 70k | $1.6M | 4% | Sep 2025 |
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| Brian McDonald | 69k | $1.6M | -1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 65k | $1.5M | 194% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 63k | $1.5M | 18% | Sep 2025 |
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| Advisors Capital Management | 62k | $1.4M | -1% | Sep 2025 |
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| Savant Capital Management | 59k | $1.4M | -4% | Sep 2025 |
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| Commonwealth Equity Services | 58k | $1.3M | -4% | Sep 2025 |
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| American National Bank | 57k | $1.3M | 8% | Sep 2025 |
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| CoreCap Advisors | 55k | $1.3M | -39% | Sep 2025 |
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| Integral Investment Advisors | 54k | $1.2M | 10% | Sep 2025 |
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| Change Path | 54k | $1.2M | -15% | Sep 2025 |
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| Pinnacle Family Advisors | 52k | $1.2M | 7% | Sep 2025 |
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| CIBC Bancorp USA | 50k | $1.2M | 100% | Sep 2025 |
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| Cibc World Markets | 49k | $1.1M | 50% | Jun 2025 |
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| Cascades Capital Asset Management | 48k | $1.1M | 100% | Sep 2025 |
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| Atria Investments | 46k | $1.1M | -58% | Sep 2025 |
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| Sculati Wealth Management | 43k | $993k | -14% | Sep 2025 |
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| CLS Investments | 42k | $958k | 8% | Sep 2025 |
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| Morgan Stanley | 37k | $846k | 100% | Jun 2025 |
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| Bestgate Wealth Advisors | 37k | $858k | 6% | Sep 2025 |
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| Rosenberg Matthew Hamilton | 35k | $806k | 0% | Sep 2025 |
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| Main Street Research | 34k | $790k | 32% | Sep 2025 |
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| CIBC World Markets | 32k | $727k | 0% | Sep 2025 |
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| Creative Financial Designs | 31k | $715k | 26% | Sep 2025 |
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| Sequoia Financial Advisors | 29k | $663k | 83% | Sep 2025 |
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| Cambridge Investment Research Advisors | 29k | $661k | -8% | Sep 2025 |
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| Streettalk Advisors | 28k | $655k | 100% | Sep 2025 |
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| Koshinski Asset Management | 28k | $652k | -6% | Sep 2025 |
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| Signature Securities Group Corporation | 28k | $649k | 8% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 27k | $618k | 100% | Sep 2025 |
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| Kestra Advisory Services | 27k | $615k | 100% | Sep 2025 |
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| Harel Insurance Investments & Financial Services | 27k | $611k | -4% | Sep 2025 |
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| CI Private Wealth | 26k | $599k | 61% | Sep 2025 |
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| Joule Financial | 25k | $585k | 0% | Sep 2025 |
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| Pacific Capital Wealth Advisors | 25k | $565k | -1% | Sep 2025 |
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| Christensen, King & Associates Investment Services | 24k | $564k | 1% | Sep 2025 |
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| Money Concepts Capital Corp | 24k | $549k | 21% | Sep 2025 |
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| Prosperity Wealth Management | 23k | $528k | -1% | Sep 2025 |
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| Warren Averett Asset Management | 22k | $514k | -42% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 22k | $503k | -4% | Sep 2025 |
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| Brookstone Capital Management | 22k | $500k | 13% | Sep 2025 |
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| Davenport & Co | 22k | $499k | -5% | Sep 2025 |
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| FMR | 22k | $495k | 17% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 21k | $475k | 0% | Jun 2025 |
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| Asset Allocation Strategies | 21k | $480k | 1% | Sep 2025 |
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| ValMark Advisers | 20k | $468k | 0% | Sep 2025 |
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| Cito Capital Group | 20k | $462k | 0% | Sep 2025 |
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| Forum Financial Management | 20k | $458k | 77% | Sep 2025 |
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| WealthBridge Capital Management | 20k | $456k | 0% | Sep 2025 |
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| HBK Sorce Advisory | 18k | $421k | 93% | Sep 2025 |
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| FC Advisory | 18k | $408k | 0% | Sep 2025 |
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| Concurrent Investment Advisors | 18k | $405k | 29% | Sep 2025 |
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| WealthPlan Investment Management | 17k | $395k | -3% | Sep 2025 |
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| Kovitz Investment Group Partners | 17k | $386k | -41% | Sep 2025 |
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| Absolute Capital Management | 16k | $362k | 100% | Sep 2025 |
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| Capital Analysts | 16k | $360k | 8% | Sep 2025 |
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| IFP Advisors | 15k | $348k | 38% | Sep 2025 |
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| Selective Wealth Management | 15k | $342k | -4% | Sep 2025 |
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| J.w. Cole Advisors | 14k | $332k | 0% | Sep 2025 |
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| Tradition Wealth Management | 14k | $325k | -2% | Sep 2025 |
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| MONECO Advisors | 14k | $311k | 1% | Sep 2025 |
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| Patten & Patten | 13k | $310k | 0% | Sep 2025 |
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| Camden Capital | 13k | $304k | 1% | Sep 2025 |
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| AlphaCore Capital | 13k | $302k | 1527% | Sep 2025 |
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| Bristlecone Advisors | 13k | $299k | 1% | Sep 2025 |
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| National Bank Of Canada /fi/ | 13k | $298k | -8% | Sep 2025 |
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| H D Vest Advisory Services | 13k | $291k | 12% | Jun 2025 |
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| Envestnet Portfolio Solutions | 13k | $290k | -7% | Sep 2025 |
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| Chapin Davis | 13k | $287k | 100% | Sep 2025 |
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| Lebenthal Global Advisors | 12k | $285k | -37% | Sep 2025 |
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| Orin Green Financial | 12k | $284k | 100% | Sep 2025 |
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| PFG Advisors | 12k | $283k | 100% | Sep 2025 |
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| LGT Financial Advisors | 12k | $280k | 100% | Sep 2025 |
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| Michelle L. Howell | 12k | $274k | 100% | Sep 2025 |
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| Mitchell Sinkler & Starr | 12k | $272k | 0% | Sep 2025 |
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| Goss Wealth Management | 11k | $261k | 12% | Sep 2025 |
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| Mach-1 Financial Group | 11k | $253k | 100% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 11k | $249k | 16% | Sep 2025 |
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| Morton Brown Family Wealth | 11k | $244k | 6% | Sep 2025 |
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| Perigon Wealth Management | 11k | $243k | -26% | Sep 2025 |
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| Bragg Financial Advisors | 11k | $242k | 100% | Sep 2025 |
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| Guardian Financial Partners | 10k | $237k | -3% | Sep 2025 |
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| Sontag Advisory | 10k | $232k | 100% | Sep 2025 |
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| Copperwynd Financial | 10k | $227k | 100% | Jun 2025 |
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| Concord Wealth Partners | 9.8k | $227k | 100% | Sep 2025 |
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| Meridian Wealth Management | 9.8k | $227k | 100% | Sep 2025 |
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| PFG Investments | 9.6k | $221k | -9% | Sep 2025 |
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| Mission Wealth Management | 9.5k | $219k | 100% | Sep 2025 |
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| Principal Securities | 9.4k | $217k | 113% | Sep 2025 |
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| Gts Securities | 9.3k | $215k | -44% | Sep 2025 |
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| Atlantic Trust | 9.3k | $215k | 1028% | Sep 2025 |
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| J. L. Bainbridge & Co | 9.2k | $212k | 100% | Sep 2025 |
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| Sowell Financial Services | 9.1k | $210k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 9.1k | $210k | 29% | Sep 2025 |
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| NorthRock Partners | 9.0k | $206k | 258% | Jun 2025 |
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| AE Wealth Management | 9.0k | $208k | 95% | Sep 2025 |
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| Larson Financial Group | 5.5k | $127k | -74% | Sep 2025 |
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| Howe and Rusling | 4.7k | $109k | -72% | Sep 2025 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| San Luis Wealth Advisors | Jun 2025 | 657k | $15M |
| AlphaStar Capital Management | Jun 2025 | 204k | $4.6M |
| Flow Traders US | Jun 2025 | 165k | $3.8M |
| GeoWealth Management | Jun 2025 | 57k | $1.3M |
| Goldman Sachs Group | Mar 2025 | 50k | $1.1M |
| Hrt Financial | Jun 2025 | 25k | $575k |
| Lido Advisors | Jun 2025 | 18k | $414k |
| Old Mission Capital | Jun 2025 | 17k | $392k |
| Global Trust Asset Management | Jun 2025 | 16k | $353k |
| Wedbush Morgan Securities | Jun 2025 | 15k | $337k |
| Kingsview Wealth Management | Jun 2025 | 13k | $298k |
| Capital Investment Advisors | Jun 2025 | 12k | $277k |
| Signal Advisors Wealth | Jun 2025 | 12k | $262k |
| Client 1st Advisory Group | Jun 2025 | 11k | $250k |
| Krasney Financial | Jun 2025 | 10k | $234k |
| Savvy Advisors | Jun 2025 | 10k | $228k |
| Strategic Blueprint | Jun 2025 | 9.4k | $214k |
| Clearview Wealth Advisors | Jun 2025 | 9.4k | $214k |