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 | 8.2M | $180M | 96% | Dec 2024 |
|
| Envestnet Asset Management | 7.5M | $168M | -1% | Mar 2025 |
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| Captrust Financial Advisors | 6.3M | $142M | 23524% | Mar 2025 |
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| Campbell Wealth Management | 5.7M | $125M | 157% | Dec 2024 |
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| Raymond James Financial | 2.4M | $54M | 0% | Mar 2025 |
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| Royal Bank of Canada | 1.2M | $26M | 0% | Mar 2025 |
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| Bouchey Financial | 1.1M | $24M | 161% | Dec 2024 |
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| Bank of America Corporation | 1.1M | $24M | 99% | Dec 2024 |
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| San Luis Wealth Advisors | 835k | $19M | -20% | Mar 2025 |
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| Janney Montgomery Scott | 835k | $19M | -3% | Mar 2025 |
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| L2 Asset Management | 625k | $14M | 100% | Dec 2024 |
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| Gunma Bank | 580k | $13M | 0% | Mar 2025 |
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| Taddei, Ludwig & Associates | 555k | $13M | 13% | Mar 2025 |
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| WT Wealth Management | 448k | $9.9M | 0% | Dec 2024 |
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| Charles Schwab Trust | 447k | $10M | 1% | Mar 2025 |
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| Huntington Asset Advisors | 385k | $8.6M | -9% | Mar 2025 |
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| White & Co Financial Planning | 326k | $7.3M | 0% | Mar 2025 |
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| LPL Financial | 315k | $7.1M | 32% | Mar 2025 |
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| Stifel Financial | 312k | $6.9M | 110% | Dec 2024 |
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| Kaizen Financial Strategies | 304k | $6.8M | 10% | Mar 2025 |
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| Advisory Services Network | 296k | $6.5M | 248% | Dec 2024 |
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| Branch Banking & Trust Company | 280k | $6.3M | -2% | Mar 2025 |
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| Jpmorgan Chase & Co | 257k | $5.8M | -2% | Mar 2025 |
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| Ameriprise Financial | 237k | $5.3M | -35% | Mar 2025 |
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| Mariner Wealth Advisors | 234k | $5.3M | 28% | Mar 2025 |
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| Vident Advisory | 230k | $5.2M | 28% | Mar 2025 |
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| Cetera Investment Advisers | 197k | $4.3M | 128% | Dec 2024 |
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| National Asset Management | 197k | $4.3M | 39% | Dec 2024 |
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| Semmax Financial Advisors | 177k | $3.9M | -38% | Mar 2025 |
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| Seek First | 167k | $3.7M | 100% | Mar 2025 |
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| Andina Capital Management | 155k | $3.5M | -1% | Mar 2025 |
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| Integrity Alliance | 155k | $3.5M | 68% | Mar 2025 |
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| Mutual Advisors | 152k | $3.4M | 22% | Mar 2025 |
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| DecisionPoint Financial | 146k | $3.3M | 8% | Mar 2025 |
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| Van Strum & Towne | 143k | $3.2M | 6% | Mar 2025 |
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| Atria Investments | 131k | $2.9M | 642% | Dec 2024 |
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| Beacon Bridge Wealth Partners | 128k | $2.9M | 1% | Mar 2025 |
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| Krasney Financial | 126k | $2.8M | -10% | Mar 2025 |
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| Bank of New Hampshire | 120k | $2.7M | 17% | Mar 2025 |
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| HighTower Advisors | 108k | $2.4M | 168% | Dec 2024 |
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| William Blair $ Company | 106k | $2.4M | 160% | Mar 2025 |
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| Essex | 105k | $2.3M | -3% | Mar 2025 |
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| Valtinson Bruner Financial Planning | 100k | $2.2M | 218% | Dec 2024 |
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| Citizens National Bank Trust Department | 97k | $2.2M | 2% | Mar 2025 |
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| Madden Advisory Services | 94k | $2.1M | 267% | Dec 2024 |
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| Sculati Wealth Management | 84k | $1.9M | 277% | Mar 2025 |
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| CoreCap Advisors | 83k | $1.9M | -50% | Mar 2025 |
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| Prairiewood Capital | 79k | $1.8M | 14% | Mar 2025 |
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| Sanctuary Advisors | 78k | $1.7M | 8% | Dec 2024 |
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| Brian McDonald | 73k | $1.6M | 4% | Mar 2025 |
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| Cascades Capital Asset Management | 73k | $1.6M | 5% | Mar 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 73k | $1.6M | 0% | Mar 2025 |
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| Creative Planning | 72k | $1.6M | 36% | Mar 2025 |
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| Savant Capital Management | 68k | $1.5M | -7% | Mar 2025 |
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| Arrowroot Family Office | 64k | $1.4M | 130% | Dec 2024 |
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| Assetmark | 63k | $1.4M | 136% | Dec 2024 |
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| Advisors Capital Management | 62k | $1.4M | 4% | Mar 2025 |
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| GeoWealth Management | 60k | $1.3M | 97% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 57k | $1.3M | -86% | Mar 2025 |
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| Change Path | 56k | $1.2M | 391% | Dec 2024 |
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| Goldman Sachs Group | 50k | $1.1M | 105% | Mar 2025 |
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| Integral Investment Advisors | 49k | $1.1M | 12% | Mar 2025 |
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| Commonwealth Equity Services | 47k | $1.0M | 131% | Dec 2024 |
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| Susquehanna International | 45k | $997k | 100% | Dec 2024 |
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| Pinnacle Family Advisors | 45k | $997k | 144% | Dec 2024 |
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| Morgan Stanley | 41k | $907k | 100% | Dec 2024 |
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| Warren Averett Asset Management | 40k | $872k | 161% | Dec 2024 |
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| Mercer Global Advisors | 39k | $880k | 28% | Mar 2025 |
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| Pacific Capital Wealth Advisors | 36k | $817k | 0% | Mar 2025 |
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| Bestgate Wealth Advisors | 35k | $790k | 100% | Mar 2025 |
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| American National Bank | 35k | $784k | 14% | Mar 2025 |
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| Orion Portfolio Solutions | 34k | $749k | 69% | Dec 2024 |
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| Carnick & Kubik | 33k | $751k | -45% | Mar 2025 |
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| Cibc World Markets | 33k | $719k | 40% | Dec 2024 |
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| Cambridge Investment Research Advisors | 32k | $721k | 6% | Mar 2025 |
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| Signature Securities Group Corporation | 32k | $716k | 1% | Mar 2025 |
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| CIBC World Markets | 32k | $708k | 0% | Mar 2025 |
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| Koshinski Asset Management | 30k | $677k | 0% | Mar 2025 |
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| Gts Securities | 27k | $596k | 100% | Mar 2025 |
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| Kestra Advisory Services | 26k | $584k | 92% | Dec 2024 |
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| Bartlett & Co. Wealth Management | 26k | $588k | 100% | Mar 2025 |
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| Joule Financial | 25k | $569k | -1% | Mar 2025 |
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| Citadel Advisors | 25k | $568k | 15% | Mar 2025 |
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| Harel Insurance Investments & Financial Services | 24k | $540k | 100% | Mar 2025 |
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| Davenport & Co | 24k | $534k | -2% | Mar 2025 |
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| Christensen, King & Associates Investment Services | 24k | $528k | 0% | Mar 2025 |
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| Advisor Group Holdings | 23k | $527k | -13% | Mar 2025 |
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| Capital Performance Advisors | 23k | $523k | 100% | Mar 2025 |
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| OneAscent Financial Services | 22k | $485k | 4% | Mar 2025 |
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| Sequoia Financial Advisors | 22k | $482k | 24% | Mar 2025 |
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| Wedbush Morgan Securities | 21k | $471k | -10% | Mar 2025 |
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| Asset Allocation Strategies | 20k | $449k | 224% | Dec 2024 |
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| ValMark Advisers | 20k | $455k | 0% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 20k | $445k | 100% | Dec 2024 |
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| WealthBridge Capital Management | 20k | $453k | 6% | Mar 2025 |
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| Cito Capital Group | 20k | $441k | 100% | Dec 2024 |
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| Creative Financial Designs | 19k | $434k | 27% | Mar 2025 |
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| WealthPlan Investment Management | 18k | $400k | -6% | Mar 2025 |
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| FC Advisory | 18k | $396k | 0% | Mar 2025 |
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| Ogorek Anthony Joseph | 17k | $379k | 87% | Dec 2024 |
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| Main Street Research | 16k | $357k | -3% | Mar 2025 |
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| Selective Wealth Management | 15k | $337k | -1% | Mar 2025 |
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| Rockefeller Capital Management | 15k | $332k | 100% | Dec 2024 |
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| CI Private Wealth | 15k | $335k | 7% | Mar 2025 |
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| Tradition Wealth Management | 15k | $328k | 96% | Dec 2024 |
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| FMR | 15k | $332k | 19% | Mar 2025 |
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| Capital Analysts | 14k | $317k | 57% | Dec 2024 |
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| Perigon Wealth Management | 14k | $319k | -8% | Mar 2025 |
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| Harbour Investments | 14k | $310k | -2% | Mar 2025 |
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| Patten & Patten | 13k | $302k | 15% | Mar 2025 |
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| MONECO Advisors | 13k | $300k | 0% | Mar 2025 |
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| PFG Advisors | 13k | $291k | 100% | Dec 2024 |
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| Envestnet Portfolio Solutions | 13k | $288k | 100% | Mar 2025 |
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| National Bank Of Canada /fi/ | 13k | $286k | 25% | Mar 2025 |
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| Money Concepts Capital Corp | 13k | $285k | 100% | Mar 2025 |
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| Bristlecone Advisors | 13k | $284k | -2% | Mar 2025 |
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| Client 1st Advisory Group | 12k | $268k | -8% | Mar 2025 |
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| Mml Investors Services | 11k | $253k | 100% | Dec 2024 |
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| Forum Financial Management | 11k | $252k | 100% | Mar 2025 |
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| Citigroup | 11k | $247k | 21% | Mar 2025 |
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| Kingsview Wealth Management | 11k | $246k | 100% | Mar 2025 |
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| PFG Investments | 11k | $235k | 6% | Mar 2025 |
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| Delta Financial Group | 10k | $230k | 1% | Mar 2025 |
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| Larson Financial Group | 10k | $227k | -16% | Mar 2025 |
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| Guardian Financial Partners | 10k | $225k | -4% | Mar 2025 |
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| Sowell Financial Services | 9.9k | $222k | -5% | Mar 2025 |
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| Morton Brown Family Wealth | 9.9k | $222k | -37% | Mar 2025 |
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| Clearview Wealth Advisors | 9.5k | $214k | -5% | Mar 2025 |
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| Mitchell Sinkler & Starr | 9.3k | $209k | -16% | Mar 2025 |
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| Capital Investment Advisors | 9.3k | $208k | 100% | Mar 2025 |
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| Summit Financial Wealth Advisors | 9.1k | $201k | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 8.6k | $191k | 61% | Dec 2024 |
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| Eq Wealth Advisors | 7.8k | $175k | -19% | Mar 2025 |
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| Principal Securities | 7.2k | $160k | 0% | Mar 2025 |
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| EP Wealth Advisors | 7.2k | $162k | 47% | Mar 2025 |
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| IFP Advisors | 7.1k | $160k | 114% | Mar 2025 |
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| Aptus Capital Advisors | 7.1k | $159k | 8% | Mar 2025 |
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| AE Wealth Management | 6.3k | $140k | 100% | Dec 2024 |
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| CWM | 6.3k | $142k | 6% | Mar 2025 |
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| Howe and Rusling | 6.2k | $139k | 604% | Mar 2025 |
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| Wells Fargo & Company | 6.0k | $134k | 3% | Mar 2025 |
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| Goss Wealth Management | 6.0k | $132k | 134% | Dec 2024 |
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| 1620 Investment Advisors | 4.8k | $107k | 0% | Mar 2025 |
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| Rialto Wealth Management | 4.6k | $103k | 0% | Mar 2025 |
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| Signature | 4.5k | $102k | 0% | Mar 2025 |
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| D. J. St. Germain | 4.4k | $100k | 100% | Mar 2025 |
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| Coldstream Capital Management | 4.3k | $96k | 100% | Mar 2025 |
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| Rosenberg Matthew Hamilton | 4.1k | $93k | 3% | Mar 2025 |
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| McCarthy Grittinger Financial Group | 3.1k | $70k | 0% | Mar 2025 |
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| Geneos Wealth Management | 2.9k | $66k | 946% | Mar 2025 |
|
| Farther Finance Advisors | 2.9k | $64k | -3% | Mar 2025 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RWM Asset Management | Dec 2024 | 555k | $12M |
| CacheTech | Dec 2024 | 87k | $1.9M |
| Flow Traders US | Sep 2024 | 79k | $3.6M |
| Retireful | Dec 2024 | 78k | $1.7M |
| Adams Wealth Management | Dec 2024 | 77k | $1.7M |
| Nilsine Partners | Dec 2024 | 73k | $1.6M |
| NorthCrest Asset Manangement | Dec 2024 | 64k | $1.4M |
| Jane Street | Dec 2024 | 35k | $760k |
| Independent Advisor Alliance | Dec 2024 | 13k | $278k |
| Strategic Blueprint | Dec 2024 | 12k | $255k |
| HPM Partners | Dec 2024 | 11k | $247k |
| Rockbridge Investment Management, LCC | Sep 2024 | 5.7k | $265k |
| Windsor Advisory Group | Dec 2024 | 4.3k | $94k |