13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SCHI

SCHWAB 5-10 YEAR CORPORATE B

279 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·279 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.1%
vs prior quarter
13F value held
$891M
58.0% inst. owned
of float
Holders
279
+90 QoQ
filers reporting
Activity
+84 / −48
+980 added · −765 reduced
this quarter
Concentration
21.70%
CAPTRUST FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q1 2026

279 institutions reported SCHI in Q1 2026. CAPTRUST FINANCIAL ADVISORS leads at 21.7% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

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 202602
RiverFront Investment Group, LLC
CIK 0001469751
$192M8.5M2.97%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$163M7.2M0.04%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$63M2.8M0.02%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$36M1.6M0.01%Q1 202606
Bouchey Financial Group Ltd
CIK 0001599054
$33M1.5M2.46%Q1 202607
Permanens Capital L.P.
CIK 0001599637
$31M1.3M3.94%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$25M1.1M0.00%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$23M1.0M0.00%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$18M819K0.00%Q1 202611
L2 Asset Management, LLC
CIK 0001686988
$15M655K2.01%Q4 202512
WestHill Financial Advisors, Inc.
CIK 0001759641
$14M632K2.74%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$12M550K0.01%Q1 202614
Christopher J. Hasenberg, Inc
CIK 0001989869
$12M511K4.32%Q2 202515
Charles Schwab Trust Co
CIK 0001789219
$12M511K0.75%Q1 202616
VAN STRUM & TOWNE INC.
CIK 0001080173
$12M508K3.37%Q1 202617
LPL Financial LLC
CIK 0001403438
$11M497K0.00%Q1 202618
Advisory Services Network, LLC
CIK 0001573876
$8M375K0.11%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$8M373K0.00%Q1 202620
Kaizen Financial Strategies
CIK 0001842013
$8M369K3.55%Q1 2026
Page 1 of 14
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