Who owns Schwab 5-10 Year Corporate Bond ETF?
Institutional ownership of SCHI from SEC Form 13F filings across 167 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
167
13F holders
$710.8M
value, 2026 filers
6.2%
of shares outstanding (32.3M sh)
26
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SCHI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | 8.8M | $198.5M | 0.3% | 1.7% | +2.8% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 7.2M | $163.8M | 0.0% | 1.4% | +0.4% |
| 3 | RAYMOND JAMES FINANCIAL INC | 2.5M | $56.4M | 0.0% | 0.5% | -9.7% |
| 4 | AMERIPRISE FINANCIAL INC | 1.3M | $29.5M | 0.0% | 0.2% | -18.8% |
| 5 | ROYAL BANK OF CANADA | 1.2M | $28.3M | 0.0% | 0.2% | +13.8% |
| 6 | CITADEL ADVISORS LLC | 1.0M | $22.8M | 0.0% | 0.2% | +223.3% |
| 7 | BANK OF AMERICA CORP /DE/ | 859,621 | $19.5M | 0.0% | 0.2% | -15.8% |
| 8 | Janney Montgomery Scott LLC | 743,980 | $16,844 | 0.0% | 0.1% | -1.4% |
| 9 | STIFEL FINANCIAL CORP | 559,090 | $12.7M | 0.0% | 0.1% | +1.6% |
| 10 | LPL Financial LLC | 521,044 | $11.8M | 0.0% | 0.1% | +4.7% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 438,376 | $9.9M | 0.0% | 0.1% | new |
| 12 | Cetera Investment Advisers | 428,440 | $9.7M | 0.0% | 0.1% | +51.4% |
| 13 | WT Wealth Management | 385,866 | $8.7M | 2.4% | 0.1% | +13.3% |
| 14 | Kaizen Financial Strategies | 370,730 | $8.4M | 2.7% | 0.1% | +0.6% |
| 15 | Advisory Services Network, LLC | 359,320 | $8.1M | 0.1% | 0.1% | -4.1% |
| 16 | Kestra Advisory Services, LLC | 305,466 | $6.9M | 0.0% | 0.1% | +476.2% |
| 17 | Bank of New Hampshire | 247,289 | $5.6M | 1.2% | 0% | +5.2% |
| 18 | TRUIST FINANCIAL CORP | 237,072 | $5.4M | 0.0% | 0% | +0.9% |
| 19 | Mutual Advisors, LLC | 230,538 | $5.2M | 0.1% | 0% | +8.7% |
| 20 | JPMORGAN CHASE & CO | 226,820 | $5.2M | 0.0% | 0% | -72.3% |
| 21 | AssuredPartners Investment Advisors, LLC | 223,442 | $5.1M | 0.5% | 0% | +4.9% |
| 22 | Mariner, LLC | 206,595 | $4.7M | 0.0% | 0% | +0.3% |
| 23 | RATIONAL ADVISORS, INC.NEW | 184,358 | $4.2M | 0.4% | 0% | new |
| 24 | Wealthspire Advisors, LLC | 179,763 | $4.1M | 0.0% | 0% | +31.3% |
| 25 | BLAIR WILLIAM & CO/IL | 178,300 | $4.0M | 0.0% | 0% | -18.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.