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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 8.8M | $199M | 3% | Jun 2026 |
|
| RiverFront Investment Group | 8.5M | $192M | 0% | Jun 2026 |
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| Envestnet Asset Management | 7.2M | $164M | 0% | Jun 2026 |
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| Raymond James Financial | 2.5M | $56M | -10% | Jun 2026 |
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| The Allstate Corporation | 1.8M | $42M | 100% | Jun 2026 |
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| Ameriprise Financial | 1.3M | $30M | -19% | Jun 2026 |
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| Royal Bank of Canada | 1.2M | $28M | 14% | Jun 2026 |
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| Bouchey Financial | 1.2M | $26M | -22% | Jun 2026 |
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| Permanens Capital | 1.1M | $25M | -19% | Jun 2026 |
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| Citadel Advisors | 1.0M | $23M | 223% | Jun 2026 |
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| Bank of America Corporation | 860k | $20M | -16% | Jun 2026 |
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| Janney Montgomery Scott | 744k | $17M | -1% | Jun 2026 |
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| L2 Asset Management | 666k | $15M | -49% | Jun 2026 |
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| Taddei, Ludwig & Associates | 652k | $15M | 3% | Jun 2026 |
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| Stifel Financial | 559k | $13M | 2% | Jun 2026 |
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| LPL Financial | 521k | $12M | 5% | Jun 2026 |
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| Charles Schwab Trust | 521k | $12M | 2% | Jun 2026 |
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| Van Strum & Towne | 504k | $11M | -1% | Jun 2026 |
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| Ogorek Anthony Joseph | 473k | $11M | 1% | Jun 2026 |
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| Susquehanna International | 438k | $9.9M | 100% | Jun 2026 |
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| Cetera Investment Advisers | 428k | $9.7M | 51% | Jun 2026 |
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| White & Co Financial Planning | 427k | $9.7M | 13% | Jun 2026 |
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| FF Advisors | 401k | $9.1M | 121% | Jun 2026 |
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| WT Wealth Management | 386k | $8.7M | 13% | Jun 2026 |
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| Kaizen Financial Strategies | 371k | $8.4M | 1% | Jun 2026 |
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| Advisory Services Network | 359k | $8.1M | -4% | Jun 2026 |
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| Systelligence | 306k | $6.9M | 16% | Jun 2026 |
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| Kestra Advisory Services | 306k | $6.9M | 476% | Jun 2026 |
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| Bank of New Hampshire | 247k | $5.6M | 5% | Jun 2026 |
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| Branch Banking & Trust Company | 237k | $5.4M | 1% | Jun 2026 |
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| Prairiewood Capital | 232k | $5.2M | 10% | Jun 2026 |
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| Mutual Advisors | 231k | $5.2M | 9% | Jun 2026 |
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| Jpmorgan Chase & Co | 227k | $5.2M | 100% | Jun 2026 |
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| Arrowroot Family Office | 226k | $5.1M | 16% | Jun 2026 |
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| Madden Advisory Services | 225k | $5.1M | -2% | Jun 2026 |
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| AssuredPartners Investment Advisors | 223k | $5.1M | 5% | Jun 2026 |
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| Mariner Wealth Advisors | 207k | $4.7M | 0% | Jun 2026 |
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| Seek First | 187k | $4.2M | -4% | Jun 2026 |
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| Huntington Asset Advisors | 184k | $4.2M | 100% | Jun 2026 |
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| Sontag Advisory | 180k | $4.1M | 31% | Jun 2026 |
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| William Blair $ Company | 178k | $4.0M | -18% | Jun 2026 |
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| Atria Investments | 168k | $3.8M | 100% | Jun 2026 |
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| DecisionPoint Financial | 161k | $3.6M | -1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 152k | $3.4M | 58% | Jun 2026 |
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| WFA of San Diego | 145k | $3.2M | 4% | Jun 2026 |
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| Entelevest | 143k | $3.2M | 7% | Jun 2026 |
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| HighTower Advisors | 143k | $3.2M | 8% | Jun 2026 |
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| Mfg Wealth Management | 139k | $3.1M | 4% | Jun 2026 |
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| Morgan Stanley | 128k | $2.9M | -5% | Mar 2026 |
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| Cascades Capital Asset Management | 128k | $2.9M | 5% | Jun 2026 |
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| Mml Investors Services | 126k | $2.8M | 50% | Jun 2026 |
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| Creative Planning | 124k | $2.8M | 0% | Jun 2026 |
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| Beacon Bridge Wealth Partners | 121k | $2.7M | -4% | Jun 2026 |
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| Savant Capital Management | 116k | $2.6M | 96% | Jun 2026 |
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| Sanctuary Advisors | 114k | $2.6M | 4% | Jun 2026 |
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| Concurrent Investment Advisors | 112k | $2.5M | -4% | Jun 2026 |
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| Hrt Financial | 108k | $2.4M | 100% | Jun 2026 |
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| Citizens National Bank Trust Department | 96k | $2.2M | 1% | Jun 2026 |
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| Equitable Holdings | 94k | $2.1M | 1% | Jun 2026 |
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| Essex | 90k | $2.0M | 3% | Jun 2026 |
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| American National Bank | 88k | $2.0M | 19% | Jun 2026 |
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| Bestgate Wealth Advisors | 83k | $1.9M | 3% | Jun 2026 |
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| Advisor Group Holdings | 81k | $1.8M | 11% | Jun 2026 |
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| Certior Financial Group | 79k | $1.8M | 7% | Jun 2026 |
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| Integral Investment Advisors | 78k | $1.8M | 16% | Jun 2026 |
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| Jane Street | 74k | $1.7M | -80% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 74k | $1.7M | 0% | Jun 2026 |
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| Caitlin John | 72k | $1.6M | -79% | Jun 2026 |
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| Integrity Alliance | 72k | $1.6M | 4% | Jun 2026 |
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| Mercer Global Advisors | 71k | $1.6M | -29% | Jun 2026 |
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| GM Advisory | 70k | $1.6M | 100% | Mar 2026 |
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| Change Path | 70k | $1.6M | 2% | Jun 2026 |
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| Davenport & Co | 68k | $1.5M | 311% | Jun 2026 |
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| Advisors Capital Management | 64k | $1.4M | -3% | Jun 2026 |
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| Action Point Financial Planning | 60k | $1.4M | 100% | Jun 2026 |
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| Pinnacle Family Advisors | 58k | $1.3M | 1% | Jun 2026 |
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| Worth Asset Management | 55k | $1.2M | 12% | Jun 2026 |
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| Sculati Wealth Management | 54k | $1.2M | 4% | Jun 2026 |
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| Fifth Third Bancorp | 54k | $1.2M | -2% | Jun 2026 |
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| Citigroup | 52k | $1.2M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 50k | $1.1M | 5% | Jun 2026 |
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| Main Street Research | 47k | $1.1M | 5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 46k | $1.0M | 100% | Jun 2026 |
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| CI Private Wealth | 45k | $1.0M | -17% | Jun 2026 |
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| Colony | 45k | $1.0M | 11% | Jun 2026 |
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| Harel Insurance Investments & Financial Services | 44k | $988k | 27% | Jun 2026 |
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| Absolute Capital Management | 43k | $962k | 132% | Jun 2026 |
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| Streettalk Advisors | 40k | $897k | 20% | Jun 2026 |
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| CoreCap Advisors | 39k | $890k | -40% | Jun 2026 |
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| Peregrine Asset Advisers | 38k | $867k | 100% | Jun 2026 |
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| FMR | 36k | $817k | -18% | Jun 2026 |
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| Rosenberg Matthew Hamilton | 35k | $799k | 0% | Jun 2026 |
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| Money Concepts Capital Corp | 35k | $784k | 17% | Jun 2026 |
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| Creative Financial Designs | 34k | $775k | 4% | Jun 2026 |
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| Sigma Planning | 31k | $709k | 1% | Jun 2026 |
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| IFP Advisors | 31k | $702k | 44% | Jun 2026 |
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| Facet Wealth | 31k | $695k | 88% | Jun 2026 |
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| Signature Securities Group Corporation | 31k | $692k | 7% | Jun 2026 |
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| Keeler THomas Management | 30k | $678k | 100% | Jun 2026 |
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| HPM Partners | 29k | $664k | 40% | Jun 2026 |
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| Koshinski Asset Management | 28k | $639k | 0% | Mar 2026 |
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| Vident Advisory | 28k | $635k | -84% | Jun 2026 |
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| Christensen, King & Associates Investment Services | 28k | $632k | 0% | Jun 2026 |
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| Meridian Wealth Management | 28k | $623k | 9% | Jun 2026 |
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| Farther Finance Advisors | 27k | $613k | 225% | Jun 2026 |
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| Excelsior Advisor Network | 27k | $610k | 100% | Jun 2026 |
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| Joule Financial | 25k | $573k | 0% | Jun 2026 |
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| Principal Securities | 24k | $549k | 10% | Jun 2026 |
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| Pacific Capital Wealth Advisors | 24k | $546k | -2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 24k | $545k | 2% | Jun 2026 |
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| WealthBridge Capital Management | 24k | $536k | 4% | Jun 2026 |
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| EP Wealth Advisors | 23k | $526k | 78% | Jun 2026 |
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| Rossby Financial, LCC | 23k | $525k | 142% | Jun 2026 |
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| Scotia Capital | 22k | $489k | 38% | Jun 2026 |
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| Warren Averett Asset Management | 22k | $488k | -4% | Jun 2026 |
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| Brookstone Capital Management | 21k | $469k | 5% | Jun 2026 |
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| ValMark Advisers | 20k | $459k | 0% | Jun 2026 |
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| Cito Capital Group | 20k | $453k | 0% | Jun 2026 |
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| Jupiter Wealth Management | 20k | $453k | 0% | Jun 2026 |
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| Andina Capital Management | 20k | $450k | -82% | Jun 2026 |
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| Forum Financial Management | 20k | $449k | 0% | Jun 2026 |
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| Asset Allocation Strategies | 20k | $444k | -1% | Jun 2026 |
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| Betterment | 20k | $442k | 48% | Jun 2026 |
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| Capstone Wealth Management Group | 19k | $426k | 100% | Jun 2026 |
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| Harbour Investments | 19k | $423k | 2% | Jun 2026 |
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| FC Advisory | 18k | $403k | 0% | Jun 2026 |
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| Compass Financial Management | 18k | $397k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 17k | $385k | 100% | Jun 2026 |
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| Sequoia Financial Advisors | 17k | $374k | -29% | Jun 2026 |
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| WealthPlan Investment Management | 17k | $373k | 2% | Jun 2026 |
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| CIBC Bancorp USA | 16k | $371k | 5% | Jun 2026 |
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| Spartan Wealth Advisory Services | 16k | $368k | 2% | Jun 2026 |
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| Capital Analysts | 16k | $360k | -1% | Jun 2026 |
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| National Bank Of Canada /fi/ | 15k | $328k | 0% | Jun 2026 |
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| CWM | 14k | $327k | -7% | Mar 2026 |
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| Quartz Partners | 14k | $326k | 0% | Jun 2026 |
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| Parsons Capital Management | 14k | $324k | 100% | Jun 2026 |
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| Capstone Wealth Management Group | 14k | $324k | 17% | Mar 2026 |
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| Steelhead Wealth Management | 14k | $321k | 100% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 14k | $319k | -10% | Jun 2026 |
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| Swisher Financial Concepts | 14k | $318k | 0% | Jun 2026 |
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| Ieq Capital | 14k | $313k | 100% | Jun 2026 |
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| Patten & Patten | 14k | $306k | 0% | Jun 2026 |
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| Ameritas Advisory Services | 13k | $301k | 100% | Jun 2026 |
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| Advisor Resource Council | 13k | $298k | -3% | Jun 2026 |
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| Camden Capital | 13k | $297k | 0% | Jun 2026 |
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| MONECO Advisors | 13k | $295k | 0% | Jun 2026 |
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| Schaeffer Financial | 13k | $290k | 100% | Jun 2026 |
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| XTX Topco | 13k | $289k | 100% | Jun 2026 |
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| Chapin Davis | 13k | $282k | 0% | Jun 2026 |
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| Trilogy Capital | 11k | $239k | -60% | Jun 2026 |
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| Independent Advisor Alliance | 9.4k | $213k | -27% | Jun 2026 |
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| Goss Wealth Management | 3.0k | $67k | -87% | Jun 2026 |
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| Assetmark | 1.8k | $41k | -95% | Jun 2026 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2026 | 90k | $2.0M |
| Forthright Family Wealth Advisory | Mar 2026 | 47k | $2.1M |
| CLS Investments | Mar 2026 | 47k | $1.1M |
| Flow Traders US | Mar 2026 | 39k | $878k |
| Howe and Rusling | Mar 2026 | 20k | $463k |