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 | 4.2M | $187M | 5% | Sep 2024 |
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| Envestnet Asset Management | 3.7M | $172M | 1% | Sep 2024 |
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| Campbell Wealth Management | 2.2M | $102M | 100% | Sep 2024 |
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| Raymond James & Associates | 1.1M | $52M | 14% | Sep 2024 |
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| Royal Bank of Canada | 576k | $27M | -3% | Sep 2024 |
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| Bank of America Corporation | 543k | $25M | 8% | Sep 2024 |
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| WT Wealth Management | 446k | $10M | 100% | Sep 2024 |
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| Janney Montgomery Scott | 444k | $21M | -1% | Sep 2024 |
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| San Luis Wealth Advisors | 443k | $21M | 35% | Sep 2024 |
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| Bouchey Financial | 413k | $19M | 11% | Sep 2024 |
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| Huntington Asset Advisors | 324k | $15M | -3% | Sep 2024 |
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| Semmax Financial Advisors | 286k | $6.4M | 112% | Sep 2024 |
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| Taddei, Ludwig & Associates | 256k | $12M | 3% | Sep 2024 |
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| Charles Schwab Trust | 245k | $11M | 72% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 191k | $8.4M | 19% | Jun 2024 |
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| Gunma Bank | 165k | $7.6M | 50% | Sep 2024 |
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| Jpmorgan Chase & Co | 147k | $6.8M | 16% | Sep 2024 |
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| Branch Banking & Trust Company | 143k | $6.3M | -11% | Jun 2024 |
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| National Asset Management | 141k | $6.5M | 66% | Sep 2024 |
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| Kaizen Financial Strategies | 137k | $6.3M | 5% | Sep 2024 |
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| BlackRock | 122k | $5.4M | -17% | Jun 2024 |
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| Mutual Advisors | 121k | $2.7M | 158% | Sep 2024 |
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| Raymond James Financial Services Advisors | 117k | $5.4M | 10% | Sep 2024 |
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| Stifel Financial | 99k | $4.3M | -3% | Jun 2024 |
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| Citadel Advisors | 86k | $4.0M | 3% | Sep 2024 |
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| LPL Financial | 86k | $4.0M | 35% | Sep 2024 |
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| Advisory Services Network | 85k | $3.7M | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 83k | $3.8M | 24% | Sep 2024 |
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| Cetera Investment Advisers | 82k | $3.6M | -1% | Jun 2024 |
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| Flow Traders US | 79k | $3.6M | 100% | Sep 2024 |
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| Sanctuary Advisors | 72k | $1.6M | 224% | Sep 2024 |
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| Old Mission Capital | 72k | $3.2M | 334% | Jun 2024 |
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| AlphaStar Capital Management | 70k | $3.2M | 6% | Sep 2024 |
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| Krasney Financial | 69k | $3.2M | -1% | Sep 2024 |
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| DecisionPoint Financial | 69k | $3.2M | -9% | Sep 2024 |
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| Beacon Bridge Wealth Partners | 66k | $3.1M | 79% | Sep 2024 |
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| Essex | 56k | $2.6M | -1% | Sep 2024 |
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| Andina Capital Management | 52k | $2.4M | 13% | Sep 2024 |
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| Renaissance Technologies | 50k | $2.3M | 118% | Sep 2024 |
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| Bank of New Hampshire | 48k | $2.2M | -1% | Sep 2024 |
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| Citizens National Bank Trust Department | 47k | $2.2M | 0% | Sep 2024 |
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| Strategic Blueprint | 44k | $2.0M | 1% | Sep 2024 |
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| Van Strum & Towne | 42k | $1.9M | 161% | Sep 2024 |
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| WFA of San Diego | 41k | $1.9M | 100% | Sep 2024 |
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| Nilsine Partners | 37k | $1.7M | 4% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 36k | $1.7M | 1% | Sep 2024 |
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| Brian McDonald | 34k | $1.6M | -2% | Sep 2024 |
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| Vanguard Group | 34k | $1.5M | 0% | Jun 2024 |
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| Carnick & Kubik | 32k | $1.5M | -4% | Sep 2024 |
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| Valtinson Bruner Financial Planning | 31k | $1.4M | -72% | Sep 2024 |
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| Source Financial Advisors | 31k | $1.4M | -8% | Sep 2024 |
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| GeoWealth Management | 31k | $1.4M | -8% | Sep 2024 |
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| CacheTech | 29k | $1.4M | 0% | Sep 2024 |
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| Adams Wealth Management | 29k | $1.4M | 0% | Sep 2024 |
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| NorthCrest Asset Manangement | 29k | $1.3M | 1% | Jun 2024 |
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| HighTower Advisors | 29k | $1.3M | 223% | Jun 2024 |
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| Creative Planning | 29k | $1.3M | -13% | Sep 2024 |
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| Advisors Capital Management | 28k | $1.3M | 4% | Sep 2024 |
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| Jane Street | 27k | $1.3M | -71% | Sep 2024 |
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| Assetmark | 27k | $1.2M | 8941% | Sep 2024 |
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| Koshinski Asset Management | 26k | $1.2M | -4% | Sep 2024 |
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| Madden Advisory Services | 26k | $1.2M | 301% | Sep 2024 |
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| CoreCap Advisors | 24k | $1.1M | 100% | Sep 2024 |
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| Prairiewood Capital | 24k | $1.1M | 14% | Sep 2024 |
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| Cibc World Markets | 23k | $1.1M | -15% | Sep 2024 |
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| Arrowroot Family Office | 23k | $999k | 44% | Jun 2024 |
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| Gratus Capital | 22k | $972k | 6% | Jun 2024 |
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| Cascades Capital Asset Management | 21k | $954k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 20k | $941k | 13% | Sep 2024 |
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| Orion Portfolio Solutions | 20k | $928k | 34% | Sep 2024 |
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| Advisor Group Holdings | 19k | $864k | -14% | Sep 2024 |
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| Mercer Global Advisors | 18k | $801k | 190% | Jun 2024 |
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| Colony | 18k | $832k | 100% | Sep 2024 |
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| Pacific Capital Wealth Advisors | 18k | $826k | 137% | Sep 2024 |
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| Atria Wealth Solutions | 18k | $817k | 100% | Sep 2024 |
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| Atria Investments | 18k | $817k | 203% | Sep 2024 |
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| Wedbush Morgan Securities | 17k | $778k | -7% | Sep 2024 |
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| Pinnacle Family Advisors | 16k | $712k | 100% | Jun 2024 |
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| HPM Partners | 16k | $732k | -42% | Sep 2024 |
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| Kingsview Wealth Management | 14k | $640k | 185% | Sep 2024 |
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| Kestra Advisory Services | 14k | $634k | -1% | Sep 2024 |
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| Annis Gardner Whiting Capital Advisors | 13k | $581k | 100% | Jun 2024 |
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| Joule Financial | 13k | $590k | 2% | Sep 2024 |
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| Cambridge Investment Research Advisors | 12k | $572k | 16% | Sep 2024 |
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| EP Wealth Advisors | 12k | $568k | 10% | Sep 2024 |
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| Davenport & Co | 12k | $567k | 0% | Sep 2024 |
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| Signature Securities Group Corporation | 12k | $560k | 100% | Sep 2024 |
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| Captrust Financial Advisors | 12k | $543k | -11% | Sep 2024 |
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| Change Path | 11k | $527k | 100% | Sep 2024 |
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| Client 1st Advisory Group | 11k | $490k | -9% | Jun 2024 |
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| Harbour Investments | 11k | $495k | -1% | Sep 2024 |
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| Sequoia Financial Advisors | 10k | $470k | 6% | Sep 2024 |
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| ValMark Advisers | 10k | $468k | 0% | Sep 2024 |
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| Cito Capital Group | 10k | $462k | 100% | Sep 2024 |
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| Integral Investment Advisors | 9.9k | $437k | -13% | Jun 2024 |
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| Feltz Wealth PLAN | 9.7k | $445k | -5% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 9.5k | $441k | -2% | Sep 2024 |
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| WealthBridge Capital Management | 9.2k | $424k | 8% | Sep 2024 |
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| Ogorek Anthony Joseph | 9.2k | $423k | -3% | Sep 2024 |
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| Main Street Research | 8.9k | $410k | 100% | Sep 2024 |
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| FC Advisory | 8.8k | $405k | 0% | Sep 2024 |
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| Creative Financial Designs | 8.6k | $396k | -43% | Sep 2024 |
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| Ronald Blue Trust | 8.4k | $372k | 3439% | Sep 2024 |
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| Perigon Wealth Management | 8.2k | $377k | 2% | Sep 2024 |
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| Selective Wealth Management | 7.8k | $354k | 100% | Sep 2024 |
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| Tradition Wealth Management | 7.6k | $350k | 0% | Sep 2024 |
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| Security Financial Services | 7.5k | $347k | -11% | Sep 2024 |
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| Morgan Stanley | 7.4k | $563k | 195% | Jun 2024 |
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| MONECO Advisors | 6.6k | $305k | 0% | Sep 2024 |
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| Bristlecone Advisors | 6.4k | $294k | -1% | Sep 2024 |
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| Asset Allocation Strategies | 6.3k | $290k | 100% | Sep 2024 |
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| Patten & Patten | 5.9k | $270k | -1% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 5.7k | $265k | 0% | Sep 2024 |
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| Sontag Advisory | 5.7k | $262k | 100% | Sep 2024 |
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| Wells Fargo & Company | 5.6k | $259k | 25% | Sep 2024 |
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| CI Private Wealth | 5.6k | $258k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 5.4k | $248k | -16% | Sep 2024 |
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| AdvisorNet Financial | 5.3k | $246k | -1% | Sep 2024 |
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| Mitchell Sinkler & Starr | 4.7k | $212k | 23% | Jun 2024 |
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| American National Bank | 4.7k | $217k | 7% | Sep 2024 |
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| Raymond James Trust | 4.6k | $213k | -18% | Sep 2024 |
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| CWM | 4.5k | $207k | 1060% | Sep 2024 |
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| Clearview Wealth Advisors | 4.5k | $207k | -27% | Sep 2024 |
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| Smith, Salley & Associates | 4.5k | $206k | 100% | Sep 2024 |
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| J. L. Bainbridge & Co | 4.3k | $201k | 100% | Sep 2024 |
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| Citigroup | 3.5k | $162k | 16% | Sep 2024 |
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| Larson Financial Group | 3.1k | $141k | 109% | Sep 2024 |
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| Aptus Capital Advisors | 2.8k | $64k | 56% | Sep 2024 |
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| Goss Wealth Management | 2.6k | $113k | 100% | Jun 2024 |
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| 1620 Investment Advisors | 2.4k | $110k | 0% | Sep 2024 |
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| Signature | 2.3k | $105k | -27% | Sep 2024 |
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| Principal Securities | 2.2k | $102k | 191% | Sep 2024 |
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| AlphaCore Capital | 2.0k | $92k | 8995% | Sep 2024 |
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| Hanson McClain Advisors | 1.9k | $88k | 695% | Sep 2024 |
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| IFP Advisors | 1.7k | $74k | 857% | Jun 2024 |
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| McCarthy Grittinger Financial Group | 1.6k | $72k | 0% | Sep 2024 |
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| Harbor Investment Advisory | 1.2k | $55k | 0% | Sep 2024 |
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| CVA Family Office | 1.1k | $52k | 0% | Sep 2024 |
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| Castleview Partners | 959.00 | $44k | 100% | Sep 2024 |
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| Bangor Savings Bank | 840.00 | $39k | -16% | Sep 2024 |
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| Coston, McIsaac & Partners | 749.00 | $34k | 100% | Sep 2024 |
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| Sym Financial Corporation | 690.00 | $30k | 100% | Jun 2024 |
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| Gables Capital Management | 689.00 | $16k | 100% | Sep 2024 |
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| MCF Advisors | 678.00 | $31k | 16% | Sep 2024 |
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| Archer Investment Corp | 634.00 | $29k | 100% | Sep 2024 |
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| Global Retirement Partners | 595.00 | $28k | 18% | Sep 2024 |
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| Zrc Wealth Management | 558.00 | $26k | 0% | Sep 2024 |
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| Godsey and Gibb | 531.00 | $25k | 100% | Sep 2024 |
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| Pnc Financial Services | 520.00 | $24k | 100% | Sep 2024 |
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| Farther Finance Advisors | 447.00 | $21k | -90% | Sep 2024 |
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| Addison Advisors | 112.00 | $5.2k | -93% | Sep 2024 |
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| Howe and Rusling | 24.00 | $1.1k | -99% | Sep 2024 |
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| Gen-Wealth Partners | 3.00 | $132.000000 | -100% | Jun 2024 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 120M | $5.3B |
| Rockefeller Capital Management | Mar 2024 | 314k | $14M |
| Marmo Financial Group | Jun 2024 | 139k | $6.1M |
| Ffg Retirement Advisors | Jun 2024 | 54k | $2.4M |
| Forthright Family Wealth Advisory | Jun 2024 | 46k | $2.0M |
| Susquehanna International | Jun 2024 | 36k | $1.6M |
| PFG Advisors | Mar 2024 | 22k | $993k |
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | Jun 2024 | 8.4k | $370k |
| Range Financial Group | Jun 2024 | 6.7k | $296k |
| Buckingham Asset Management | Mar 2024 | 5.9k | $260k |
| Gallagher Fiduciary Advisors | Jun 2024 | 5.0k | $220k |
| Milestone Group | Mar 2024 | 3.7k | $165k |
| Cardinal Strategic Wealth Guidance | Jun 2024 | 1.0k | $45k |
| Versant Capital Management | Jun 2024 | 1.0k | $44k |
| FSA Wealth Management | Mar 2024 | 977.00 | $44k |
| Triad Wealth Partners | Jun 2024 | 563.00 | $25k |