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 | 8.5M | $192M | 0% | Mar 2026 |
|
| Captrust Financial Advisors | 7.8M | $180M | 5% | Dec 2025 |
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| Envestnet Asset Management | 7.2M | $164M | -1% | Mar 2026 |
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| Raymond James Financial | 2.5M | $58M | 3% | Dec 2025 |
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| Ameriprise Financial | 1.6M | $36M | 28% | Mar 2026 |
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| Bouchey Financial | 1.5M | $34M | 3% | Mar 2026 |
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| Permanens Capital | 1.3M | $31M | 100% | Mar 2026 |
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| Royal Bank of Canada | 1.1M | $25M | 0% | Mar 2026 |
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| Bank of America Corporation | 1.0M | $23M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 755k | $17M | -2% | Mar 2026 |
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| L2 Asset Management | 655k | $15M | 1% | Dec 2025 |
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| Taddei, Ludwig & Associates | 632k | $14M | 6% | Mar 2026 |
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| Stifel Financial | 550k | $13M | 1% | Mar 2026 |
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| Charles Schwab Trust | 511k | $12M | 7% | Mar 2026 |
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| Van Strum & Towne | 509k | $12M | 3% | Mar 2026 |
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| LPL Financial | 497k | $11M | -6% | Mar 2026 |
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| Ogorek Anthony Joseph | 468k | $11M | 177% | Mar 2026 |
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| White & Co Financial Planning | 378k | $8.6M | 11% | Mar 2026 |
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| Jane Street | 373k | $8.5M | 100% | Mar 2026 |
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| Kaizen Financial Strategies | 369k | $8.4M | 6% | Mar 2026 |
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| WT Wealth Management | 341k | $7.7M | -5% | Mar 2026 |
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| Caitlin John | 337k | $7.6M | 35% | Mar 2026 |
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| Advisory Services Network | 337k | $7.7M | 1% | Dec 2025 |
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| Citadel Advisors | 312k | $7.1M | 100% | Mar 2026 |
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| Vident Advisory | 285k | $6.5M | -26% | Dec 2025 |
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| Cetera Investment Advisers | 283k | $6.4M | 10% | Mar 2026 |
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| Systelligence | 265k | $6.0M | 100% | Mar 2026 |
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| Bank of New Hampshire | 235k | $5.3M | 16% | Mar 2026 |
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| Branch Banking & Trust Company | 235k | $5.3M | -3% | Mar 2026 |
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| Madden Advisory Services | 230k | $5.2M | 11% | Mar 2026 |
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| William Blair $ Company | 219k | $5.0M | -44% | Mar 2026 |
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| AssuredPartners Investment Advisors | 213k | $4.8M | 4% | Mar 2026 |
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| Mutual Advisors | 212k | $4.8M | 19% | Mar 2026 |
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| Prairiewood Capital | 210k | $4.8M | 64% | Mar 2026 |
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| Mariner Wealth Advisors | 206k | $4.7M | -34% | Mar 2026 |
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| Seek First | 194k | $4.4M | 1% | Mar 2026 |
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| FF Advisors | 181k | $4.1M | 100% | Mar 2026 |
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| DecisionPoint Financial | 163k | $3.7M | 46% | Mar 2026 |
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| Arrowroot Family Office | 148k | $3.4M | 32% | Dec 2025 |
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| WFA of San Diego | 139k | $3.1M | 12% | Mar 2026 |
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| Sontag Advisory | 137k | $3.1M | 0% | Mar 2026 |
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| Entelevest | 133k | $3.0M | 100% | Mar 2026 |
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| HighTower Advisors | 133k | $3.0M | -4% | Mar 2026 |
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| Mfg Wealth Management | 133k | $3.0M | 2% | Mar 2026 |
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| Morgan Stanley | 128k | $2.9M | -5% | Mar 2026 |
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| Beacon Bridge Wealth Partners | 126k | $2.8M | -13% | Mar 2026 |
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| Creative Planning | 124k | $2.8M | 53% | Mar 2026 |
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| Concurrent Investment Advisors | 116k | $2.6M | 390% | Mar 2026 |
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| Sanctuary Advisors | 109k | $2.5M | 2% | Mar 2026 |
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| Andina Capital Management | 108k | $2.4M | -20% | Mar 2026 |
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| Cascades Capital Asset Management | 102k | $2.3M | 112% | Dec 2025 |
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| Mercer Global Advisors | 100k | $2.3M | 47% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 96k | $2.2M | 22% | Mar 2026 |
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| Citizens National Bank Trust Department | 95k | $2.2M | 1% | Mar 2026 |
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| Equitable Holdings | 93k | $2.1M | 100% | Mar 2026 |
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| Essex | 87k | $2.0M | 5% | Mar 2026 |
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| Mml Investors Services | 84k | $1.9M | -27% | Mar 2026 |
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| Bestgate Wealth Advisors | 81k | $1.8M | 108% | Mar 2026 |
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| Advisor Group Holdings | 79k | $1.8M | 2% | Dec 2025 |
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| American National Bank | 74k | $1.7M | 12% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 74k | $1.7M | -1% | Mar 2026 |
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| Certior Financial Group | 74k | $1.7M | 2% | Mar 2026 |
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| GM Advisory | 70k | $1.6M | 100% | Mar 2026 |
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| Integrity Alliance | 70k | $1.6M | -1% | Mar 2026 |
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| Change Path | 68k | $1.5M | 17% | Mar 2026 |
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| Integral Investment Advisors | 67k | $1.5M | 0% | Mar 2026 |
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| Advisors Capital Management | 66k | $1.5M | 2% | Mar 2026 |
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| CoreCap Advisors | 66k | $1.5M | 70% | Mar 2026 |
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| Savant Capital Management | 59k | $1.3M | 15% | Mar 2026 |
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| Brian McDonald | 59k | $1.4M | -15% | Dec 2025 |
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| Fifth Third Bancorp | 55k | $1.2M | 2354% | Mar 2026 |
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| CI Private Wealth | 55k | $1.2M | -10% | Mar 2026 |
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| Pinnacle Family Advisors | 54k | $1.2M | 3% | Dec 2025 |
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| Kestra Advisory Services | 53k | $1.2M | 38% | Mar 2026 |
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| Sculati Wealth Management | 52k | $1.2M | 10% | Mar 2026 |
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| Citigroup | 52k | $1.2M | 100% | Mar 2026 |
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| Cibc World Markets | 51k | $1.2M | 100% | Dec 2025 |
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| FMR | 51k | $1.2M | 137% | Dec 2025 |
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| Worth Asset Management | 49k | $1.1M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 47k | $1.1M | 0% | Mar 2026 |
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| Forthright Family Wealth Advisory | 47k | $2.1M | 100% | Mar 2026 |
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| CLS Investments | 47k | $1.1M | -78% | Mar 2026 |
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| Main Street Research | 44k | $1.0M | 15% | Mar 2026 |
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| Assetmark | 40k | $915k | -27% | Mar 2026 |
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| Flow Traders US | 39k | $878k | 100% | Mar 2026 |
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| Rosenberg Matthew Hamilton | 35k | $800k | 0% | Mar 2026 |
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| Harel Insurance Investments & Financial Services | 34k | $778k | 24% | Mar 2026 |
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| Streettalk Advisors | 33k | $748k | 7% | Mar 2026 |
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| Creative Financial Designs | 33k | $745k | -1% | Mar 2026 |
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| Colony | 32k | $737k | 100% | Dec 2025 |
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| Sigma Planning | 31k | $700k | 100% | Mar 2026 |
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| Money Concepts Capital Corp | 30k | $673k | 9% | Mar 2026 |
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| Signature Securities Group Corporation | 29k | $648k | 1% | Mar 2026 |
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| Warren Averett Asset Management | 28k | $650k | 27% | Dec 2025 |
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| Koshinski Asset Management | 28k | $639k | 0% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 28k | $633k | 13% | Mar 2026 |
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| Trilogy Capital | 26k | $592k | 62% | Mar 2026 |
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| Joule Financial | 25k | $574k | 0% | Mar 2026 |
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| Meridian Wealth Management | 25k | $570k | 36% | Mar 2026 |
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| Pacific Capital Wealth Advisors | 25k | $555k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 24k | $533k | -17% | Mar 2026 |
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| Goss Wealth Management | 23k | $527k | -22% | Mar 2026 |
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| Sequoia Financial Advisors | 23k | $525k | -9% | Mar 2026 |
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| WealthBridge Capital Management | 23k | $514k | 18% | Mar 2026 |
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| Prosperity Wealth Management | 22k | $511k | -3% | Dec 2025 |
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| Principal Securities | 22k | $502k | 36% | Mar 2026 |
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| IFP Advisors | 22k | $487k | -29% | Mar 2026 |
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| HPM Partners | 21k | $474k | 74% | Mar 2026 |
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| Howe and Rusling | 20k | $463k | -16% | Mar 2026 |
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| ValMark Advisers | 20k | $459k | 0% | Mar 2026 |
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| Cito Capital Group | 20k | $459k | 0% | Dec 2025 |
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| Asset Allocation Strategies | 20k | $451k | 4% | Mar 2026 |
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| Forum Financial Management | 20k | $450k | 0% | Mar 2026 |
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| Brookstone Capital Management | 20k | $448k | -11% | Mar 2026 |
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| Harbour Investments | 18k | $417k | 125% | Mar 2026 |
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| Absolute Capital Management | 18k | $416k | -13% | Mar 2026 |
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| FC Advisory | 18k | $403k | 0% | Mar 2026 |
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| Davenport & Co | 17k | $376k | -7% | Mar 2026 |
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| Facet Wealth | 16k | $371k | 100% | Mar 2026 |
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| WealthPlan Investment Management | 16k | $368k | -4% | Mar 2026 |
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| Capital Analysts | 16k | $364k | 251% | Mar 2026 |
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| Spartan Wealth Advisory Services | 16k | $361k | 100% | Mar 2026 |
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| Scotia Capital | 16k | $356k | 100% | Mar 2026 |
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| CIBC Bancorp USA | 16k | $355k | -69% | Mar 2026 |
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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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| Quartz Partners | 14k | $326k | 0% | Mar 2026 |
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| Capstone Wealth Management Group | 14k | $324k | 17% | Mar 2026 |
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| Swisher Financial Concepts | 14k | $319k | 100% | Mar 2026 |
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| Advisor Resource Council | 14k | $309k | 1% | Mar 2026 |
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| Patten & Patten | 14k | $306k | 1% | Mar 2026 |
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| Camden Capital | 13k | $298k | 0% | Mar 2026 |
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| EP Wealth Advisors | 13k | $296k | 0% | Mar 2026 |
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| MONECO Advisors | 13k | $295k | -4% | Mar 2026 |
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| National Bank Of Canada /fi/ | 13k | $297k | 0% | Dec 2025 |
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| Independent Advisor Alliance | 13k | $292k | 37% | Mar 2026 |
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| Tradition Wealth Management | 13k | $287k | -11% | Dec 2025 |
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| Chapin Davis | 13k | $282k | 0% | Mar 2026 |
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| United Capital Financial Advisers | 12k | $281k | 0% | Mar 2026 |
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| Millennium Management | 12k | $274k | 100% | Mar 2026 |
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| Morton Brown Family Wealth | 12k | $273k | 1% | Mar 2026 |
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| Lodestar Private Asset Management | 12k | $272k | 100% | Mar 2026 |
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| Guardian Financial Partners | 12k | $262k | 13% | Mar 2026 |
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| Selective Wealth Management | 12k | $260k | -23% | Mar 2026 |
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| Mitchell Sinkler & Starr | 11k | $256k | 0% | Mar 2026 |
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| Gts Financial | 11k | $243k | 100% | Mar 2026 |
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| Private Wealth Asset Management | 11k | $240k | 0% | Mar 2026 |
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| PFG Investments | 10k | $231k | 1% | Mar 2026 |
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| AQR Capital Management | 10k | $231k | 100% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 9.7k | $219k | -11% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 9.4k | $217k | -98% | Dec 2025 |
|
| Wells Fargo & Company | 9.4k | $213k | -44% | Mar 2026 |
|
Who sold out of Schwab 5-10 Year Corporate B otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Huntington Asset Advisors | Dec 2025 | 515k | $12M |
| Jpmorgan Chase & Co | Sep 2025 | 218k | $5.0M |
| Goldman Sachs Group | Dec 2025 | 120k | $2.8M |
| Susquehanna International | Sep 2025 | 90k | $2.1M |
| Renaissance Technologies | Sep 2025 | 85k | $2.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 75k | $1.7M |
| CIBC World Markets | Dec 2025 | 32k | $726k |
| J.w. Cole Advisors | Dec 2025 | 15k | $198k |
| Envestnet Portfolio Solutions | Dec 2025 | 13k | $305k |
| Lebenthal Global Advisors | Sep 2025 | 12k | $285k |
| Integrity Advisory Solutions | Dec 2025 | 12k | $272k |