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 | 0% | Dec 2025 |
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| Captrust Financial Advisors | 7.8M | $180M | 5% | Dec 2025 |
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| Envestnet Asset Management | 7.3M | $168M | -1% | Dec 2025 |
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| Raymond James Financial | 2.5M | $58M | 3% | Dec 2025 |
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| Bouchey Financial | 1.4M | $33M | 9% | Dec 2025 |
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| Ameriprise Financial | 1.3M | $29M | 187% | Dec 2025 |
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| Royal Bank of Canada | 1.1M | $25M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 770k | $18M | -4% | Dec 2025 |
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| Gunma Bank | 730k | $17M | 26% | Sep 2025 |
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| L2 Asset Management | 655k | $15M | 1% | Dec 2025 |
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| Taddei, Ludwig & Associates | 596k | $14M | 0% | Dec 2025 |
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| Stifel Financial | 544k | $13M | 8% | Dec 2025 |
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| LPL Financial | 528k | $12M | 25% | Dec 2025 |
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| Huntington Asset Advisors | 515k | $12M | -5% | Dec 2025 |
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| Van Strum & Towne | 495k | $11M | 43% | Dec 2025 |
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| Charles Schwab Trust | 476k | $11M | 2% | Dec 2025 |
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| WT Wealth Management | 360k | $8.3M | 2% | Dec 2025 |
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| William Blair $ Company | 354k | $8.2M | 162% | Sep 2025 |
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| Kaizen Financial Strategies | 349k | $8.0M | 4% | Dec 2025 |
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| White & Co Financial Planning | 340k | $7.8M | 0% | Dec 2025 |
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| Advisory Services Network | 337k | $7.7M | 1% | Dec 2025 |
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| Mariner Wealth Advisors | 312k | $7.2M | 27% | Dec 2025 |
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| Vident Advisory | 285k | $6.5M | -26% | Dec 2025 |
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| Cetera Investment Advisers | 258k | $5.9M | 14% | Dec 2025 |
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| Caitlin John | 250k | $5.7M | 100% | Dec 2025 |
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| Branch Banking & Trust Company | 242k | $5.6M | -7% | Dec 2025 |
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| Jpmorgan Chase & Co | 218k | $5.0M | 100% | Sep 2025 |
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| CLS Investments | 209k | $4.8M | 403% | Dec 2025 |
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| Madden Advisory Services | 208k | $4.8M | 2% | Dec 2025 |
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| AssuredPartners Investment Advisors | 206k | $4.7M | 100% | Dec 2025 |
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| Seek First | 193k | $4.4M | 2% | Dec 2025 |
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| Mutual Advisors | 178k | $4.1M | -5% | Dec 2025 |
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| Bank of New Hampshire | 173k | $4.0M | 27% | Sep 2025 |
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| Ogorek Anthony Joseph | 169k | $3.9M | 2014% | Dec 2025 |
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| Arrowroot Family Office | 148k | $3.4M | 32% | Dec 2025 |
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| Beacon Bridge Wealth Partners | 144k | $3.3M | 14% | Dec 2025 |
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| HighTower Advisors | 139k | $3.2M | 8% | Dec 2025 |
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| Sontag Advisory | 136k | $3.1M | 1257% | Dec 2025 |
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| Andina Capital Management | 135k | $3.1M | 8% | Dec 2025 |
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| Mfg Wealth Management | 130k | $3.0M | 0% | Dec 2025 |
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| Prairiewood Capital | 128k | $2.9M | 11% | Dec 2025 |
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| WFA of San Diego | 124k | $2.8M | 6% | Dec 2025 |
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| Goldman Sachs Group | 120k | $2.8M | 100% | Dec 2025 |
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| Mml Investors Services | 115k | $2.6M | 6% | Dec 2025 |
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| DecisionPoint Financial | 112k | $2.6M | 0% | Dec 2025 |
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| Sanctuary Advisors | 107k | $2.5M | 24% | Dec 2025 |
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| Cascades Capital Asset Management | 102k | $2.3M | 112% | Dec 2025 |
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| Citizens National Bank Trust Department | 94k | $2.1M | -1% | Dec 2025 |
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| Essex | 83k | $1.9M | -33% | Dec 2025 |
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| Creative Planning | 81k | $1.9M | -3% | Dec 2025 |
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| Citadel Advisors | 80k | $1.8M | 61% | Sep 2025 |
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| Advisor Group Holdings | 79k | $1.8M | 2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 79k | $1.8M | 21% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 75k | $1.7M | 18% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 75k | $1.7M | 1% | Dec 2025 |
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| Certior Financial Group | 72k | $1.7M | 4% | Dec 2025 |
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| Integrity Alliance | 70k | $1.6M | -32% | Dec 2025 |
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| Mercer Global Advisors | 68k | $1.6M | -6% | Dec 2025 |
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| Integral Investment Advisors | 67k | $1.5M | 25% | Dec 2025 |
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| American National Bank | 66k | $1.5M | 17% | Dec 2025 |
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| Advisors Capital Management | 64k | $1.5M | 4% | Dec 2025 |
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| CI Private Wealth | 61k | $1.4M | 133% | Dec 2025 |
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| Brian McDonald | 59k | $1.4M | -15% | Dec 2025 |
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| Change Path | 58k | $1.3M | 9% | Dec 2025 |
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| Assetmark | 56k | $1.3M | -39% | Dec 2025 |
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| Pinnacle Family Advisors | 54k | $1.2M | 3% | Dec 2025 |
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| Savant Capital Management | 52k | $1.2M | -13% | Dec 2025 |
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| Cibc World Markets | 51k | $1.2M | 5% | Dec 2025 |
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| CIBC Bancorp USA | 50k | $1.2M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 47k | $1.1M | -18% | Dec 2025 |
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| Sculati Wealth Management | 47k | $1.1M | 9% | Dec 2025 |
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| Bestgate Wealth Advisors | 39k | $891k | 4% | Dec 2025 |
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| CoreCap Advisors | 39k | $886k | -30% | Dec 2025 |
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| Kestra Advisory Services | 39k | $884k | 44% | Dec 2025 |
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| Main Street Research | 39k | $884k | 12% | Dec 2025 |
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| Rosenberg Matthew Hamilton | 35k | $810k | 1% | Dec 2025 |
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| Creative Financial Designs | 33k | $763k | 7% | Dec 2025 |
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| Colony | 32k | $737k | 100% | Dec 2025 |
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| CIBC World Markets | 32k | $726k | 0% | Dec 2025 |
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| Streettalk Advisors | 31k | $707k | 8% | Dec 2025 |
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| IFP Advisors | 30k | $691k | 100% | Dec 2025 |
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| Goss Wealth Management | 30k | $683k | 163% | Dec 2025 |
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| Signature Securities Group Corporation | 28k | $653k | 1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 28k | $652k | -1% | Dec 2025 |
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| Warren Averett Asset Management | 28k | $650k | 27% | Dec 2025 |
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| Koshinski Asset Management | 28k | $648k | 0% | Dec 2025 |
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| Harel Insurance Investments & Financial Services | 28k | $634k | 4% | Dec 2025 |
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| Money Concepts Capital Corp | 27k | $627k | 15% | Dec 2025 |
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| Sequoia Financial Advisors | 25k | $584k | -12% | Dec 2025 |
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| Joule Financial | 25k | $582k | 0% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 25k | $567k | 1% | Dec 2025 |
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| Pacific Capital Wealth Advisors | 25k | $563k | 0% | Dec 2025 |
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| Howe and Rusling | 24k | $560k | 415% | Dec 2025 |
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| Concurrent Investment Advisors | 24k | $544k | 35% | Dec 2025 |
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| Prosperity Wealth Management | 23k | $528k | -1% | Sep 2025 |
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| Brookstone Capital Management | 22k | $510k | 2% | Dec 2025 |
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| FMR | 22k | $495k | 17% | Sep 2025 |
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| Absolute Capital Management | 21k | $485k | 35% | Dec 2025 |
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| ValMark Advisers | 20k | $465k | 0% | Dec 2025 |
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| Cito Capital Group | 20k | $459k | 0% | Dec 2025 |
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| Forum Financial Management | 20k | $455k | 0% | Dec 2025 |
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| WealthBridge Capital Management | 19k | $440k | -3% | Dec 2025 |
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| Asset Allocation Strategies | 19k | $440k | -8% | Dec 2025 |
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| Meridian Wealth Management | 19k | $425k | 89% | Dec 2025 |
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| Davenport & Co | 18k | $410k | -17% | Dec 2025 |
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| FC Advisory | 18k | $408k | 0% | Dec 2025 |
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| WealthPlan Investment Management | 17k | $387k | -2% | Dec 2025 |
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| Wells Fargo & Company | 17k | $383k | 635% | Dec 2025 |
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| Principal Securities | 16k | $373k | 73% | Dec 2025 |
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| Trilogy Capital | 16k | $369k | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 16k | $355k | -29% | Dec 2025 |
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| CWM | 16k | $355k | 138% | Dec 2025 |
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| Atlantic Trust | 15k | $350k | 64% | Dec 2025 |
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| J.w. Cole Advisors | 15k | $198k | 6% | Dec 2025 |
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| Selective Wealth Management | 15k | $342k | 0% | Dec 2025 |
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| Quartz Partners | 14k | $330k | 100% | Dec 2025 |
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| MONECO Advisors | 14k | $311k | 1% | Dec 2025 |
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| Advisor Resource Council | 14k | $310k | 100% | Dec 2025 |
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| Patten & Patten | 13k | $308k | 0% | Dec 2025 |
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| Envestnet Portfolio Solutions | 13k | $305k | 6% | Dec 2025 |
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| Camden Capital | 13k | $302k | 0% | Dec 2025 |
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| EP Wealth Advisors | 13k | $301k | 100% | Dec 2025 |
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| Bristlecone Advisors | 13k | $299k | 1% | Sep 2025 |
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| National Bank Of Canada /fi/ | 13k | $297k | 0% | Dec 2025 |
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| Tradition Wealth Management | 13k | $287k | -11% | Dec 2025 |
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| Chapin Davis | 13k | $286k | 0% | Dec 2025 |
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| Capstone Wealth Management Group | 12k | $280k | 100% | Dec 2025 |
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| HPM Partners | 12k | $276k | 100% | Dec 2025 |
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| Morton Brown Family Wealth | 12k | $274k | 13% | Dec 2025 |
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| Integrity Advisory Solutions | 12k | $272k | 100% | Dec 2025 |
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| Mitchell Sinkler & Starr | 11k | $259k | -4% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 11k | $248k | 0% | Dec 2025 |
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| Private Wealth Asset Management | 11k | $243k | 100% | Dec 2025 |
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| Guardian Financial Partners | 10k | $236k | 0% | Dec 2025 |
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| HBK Sorce Advisory | 10k | $233k | -44% | Dec 2025 |
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| PFG Investments | 10k | $232k | 6% | Dec 2025 |
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| Concord Wealth Partners | 9.9k | $226k | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 9.8k | $225k | 100% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 9.4k | $217k | -98% | Dec 2025 |
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| Independent Advisor Alliance | 9.4k | $217k | 100% | Dec 2025 |
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| Clearview Wealth Advisors | 9.3k | $213k | 100% | Dec 2025 |
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| Kovack Advisors | 9.2k | $211k | 4% | Dec 2025 |
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| Sowell Financial Services | 9.1k | $209k | 0% | Dec 2025 |
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| Apexium Financial | 8.9k | $206k | 100% | Sep 2025 |
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| Empower Advisory Group | 8.9k | $204k | 100% | Dec 2025 |
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| Harbour Investments | 8.2k | $188k | -4% | Dec 2025 |
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| Farther Finance Advisors | 8.2k | $188k | 150% | Dec 2025 |
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| AE Wealth Management | 8.2k | $188k | -9% | Dec 2025 |
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| MAI Wealth Advisors | 6.9k | $159k | 42% | Dec 2025 |
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| North Star Investment Management | 6.6k | $151k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 6.5k | $149k | -28% | Dec 2025 |
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| Capital Analysts | 4.6k | $105k | -71% | Dec 2025 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2025 | 606k | $14M |
| Susquehanna International | Sep 2025 | 90k | $2.1M |
| Renaissance Technologies | Sep 2025 | 85k | $2.0M |
| Atria Investments | Sep 2025 | 46k | $1.1M |
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | Sep 2025 | 27k | $618k |
| Kovitz Investment Group Partners | Sep 2025 | 17k | $386k |
| AlphaCore Capital | Sep 2025 | 13k | $302k |
| Lebenthal Global Advisors | Sep 2025 | 12k | $285k |
| Orin Green Financial | Sep 2025 | 12k | $284k |
| PFG Advisors | Sep 2025 | 12k | $283k |
| LGT Financial Advisors | Sep 2025 | 12k | $280k |
| Michelle L. Howell | Sep 2025 | 12k | $274k |
| Mach-1 Financial Group | Sep 2025 | 11k | $253k |
| Perigon Wealth Management | Sep 2025 | 11k | $243k |
| Bragg Financial Advisors | Sep 2025 | 11k | $242k |
| Mission Wealth Management | Sep 2025 | 9.5k | $219k |
| Gts Securities | Sep 2025 | 9.3k | $215k |
| J. L. Bainbridge & Co | Sep 2025 | 9.2k | $212k |
| NorthRock Partners | Jun 2025 | 9.0k | $206k |