DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCHI

SCHWAB 5-10 YEAR CORPORATE B

274 institutions still hold SCHWAB 5-10 YEAR CORPORATE B as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524698·Exchange Traded Fund·274 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$911M
visible holders
Holders
274
filers reporting
Concentration
21.22%
CAPTRUST FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q1 2026

274 institutions reported SCHI in Q1 2026. CAPTRUST FINANCIAL ADVISORS leads at 21.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$193M8.5M0.34%Q1 2026
02
RiverFront Investment Group, LLC
CIK 0001469751
$192M8.5M2.97%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$163M7.2M0.04%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$63M2.8M0.02%Q1 2026
05
AMERIPRISE FINANCIAL INC
CIK 0000820027
$36M1.6M0.01%Q1 2026
06
Bouchey Financial Group Ltd
CIK 0001599054
$33M1.5M2.46%Q1 2026
07
Permanens Capital L.P.
CIK 0001599637
$31M1.3M3.94%Q1 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$25M1.1M0.00%Q1 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$23M1.0M0.00%Q1 2026
10
JPMORGAN CHASE & CO
CIK 0000019617
$18M819K0.00%Q1 2026
11
Janney Montgomery Scott LLC
CIK 0001329948
$17M755K0.04%Q1 2026
12
Gunma Bank,Ltd.
CIK 0001549449
$17M730K5.27%Q3 2025
13
L2 Asset Management, LLC
CIK 0001686988
$15M655K2.01%Q4 2025
14
WestHill Financial Advisors, Inc.
CIK 0001759641
$15M652K2.51%Q2 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$12M550K0.01%Q1 2026
16
Charles Schwab Trust Co
CIK 0001789219
$12M520K0.66%Q2 2026
17
Christopher J. Hasenberg, Inc
CIK 0001989869
$12M511K4.32%Q2 2025
18
VAN STRUM & TOWNE INC.
CIK 0001080173
$12M508K3.37%Q1 2026
19
LPL Financial LLC
CIK 0001403438
$11M497K0.00%Q1 2026
20
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$11M468K2.91%Q1 2026
Page 1 of 14
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Insiders at SCHWAB 5-10 YEAR CORPORATE B
Lasry MarcBeaver John R