Who owns Schwab 5-10 Year Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHI from SEC Form 13F filings across 270 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.
As of the 2026-06-30 reporting period, 270 institutions disclosed 52.2M shares of Schwab 5-10 Year Corporate Bond ETF worth $1.18B — about 10% of shares outstanding; the largest disclosed holder is CAPTRUST FINANCIAL ADVISORS. Source: SEC Form 13F filings, parsed by EvidInvest.
270
13F holders
$1.18B
value, 2026 filers
10%
of shares outstanding (52.2M sh)
46
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 | RiverFront Investment Group, LLC | 8.5M | $192.1M | 2.5% | 1.6% | +0.4% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 7.2M | $163.8M | 0.0% | 1.4% | +0.4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 2.5M | $56.4M | 0.0% | 0.5% | -9.7% |
| 5 | ALLSTATE CORPNEW | 1.8M | $41.7M | 0.4% | 0.4% | new |
| 6 | AMERIPRISE FINANCIAL INC | 1.3M | $29.5M | 0.0% | 0.2% | -18.8% |
| 7 | ROYAL BANK OF CANADA | 1.2M | $28.3M | 0.0% | 0.2% | +13.8% |
| 8 | Bouchey Financial Group, Ltd. | 1.2M | $26.1M | 1.7% | 0.2% | -21.5% |
| 9 | Permanens Capital L.P. | 1.1M | $24.9M | 2.6% | 0.2% | -18.5% |
| 10 | CITADEL ADVISORS LLC | 1.0M | $22.8M | 0.0% | 0.2% | +223.3% |
| 11 | BANK OF AMERICA CORP /DE/ | 859,621 | $19.5M | 0.0% | 0.2% | -15.8% |
| 12 | Janney Montgomery Scott LLC | 743,980 | $16.8M | 0.0% | 0.1% | -1.4% |
| 13 | L2 Asset Management, LLC | 665,705 | $15.1M | 1.6% | 0.1% | -49.3% |
| 14 | WestHill Financial Advisors, Inc. | 652,028 | $14.8M | 2.5% | 0.1% | +3.1% |
| 15 | STIFEL FINANCIAL CORP | 559,090 | $12.7M | 0.0% | 0.1% | +1.6% |
| 16 | LPL Financial LLC | 521,044 | $11.8M | 0.0% | 0.1% | +4.7% |
| 17 | Charles Schwab Trust Co | 520,480 | $11.8M | 0.7% | 0.1% | +1.8% |
| 18 | VAN STRUM & TOWNE INC. | 504,007 | $11.4M | 3.1% | 0.1% | -0.9% |
| 19 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 473,448 | $10.7M | 2.7% | 0.1% | +1.2% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 438,376 | $9.9M | 0.0% | 0.1% | new |
| 21 | Cetera Investment Advisers | 428,440 | $9.7M | 0.0% | 0.1% | +51.4% |
| 22 | White & Co Financial Planning Inc | 427,382 | $9.7M | 6.0% | 0.1% | +13.1% |
| 23 | FF Advisors,LLC | 400,463 | $9.1M | 3.4% | 0.1% | +121.0% |
| 24 | WT Wealth Management | 385,866 | $8.7M | 2.4% | 0.1% | +13.3% |
| 25 | Kaizen Financial Strategies | 370,730 | $8.4M | 2.7% | 0.1% | +0.6% |
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.