DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHI

SCHWAB 5-10 YEAR CORPORATE B

290 institutions still hold SCHWAB 5-10 YEAR CORPORATE B as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524698·Exchange Traded Fund·290 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$927M
visible holders
Holders
290
filers reporting
Concentration
21.42%
CAPTRUST FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

290 institutions reported SCHI in Q2 2026. CAPTRUST FINANCIAL ADVISORS leads at 21.4% 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
$199M8.8M0.30%Q2 2026
02
RiverFront Investment Group, LLC
CIK 0001469751
$192M8.5M2.54%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$164M7.2M0.04%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$56M2.5M0.02%Q2 2026
05
ALLSTATE CORP
CIK 0000899051
$42M1.8M0.42%Q2 2026
06
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M1.3M0.01%Q2 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$28M1.2M0.00%Q2 2026
08
Bouchey Financial Group Ltd
CIK 0001599054
$26M1.2M1.69%Q2 2026
09
Permanens Capital L.P.
CIK 0001599637
$25M1.1M2.56%Q2 2026
10
CITADEL ADVISORS LLC
CIK 0001423053
$23M1.0M0.00%Q2 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M860K0.00%Q2 2026
12
Janney Montgomery Scott LLC
CIK 0001329948
$17M755K0.04%Q1 2026
13
Gunma Bank,Ltd.
CIK 0001549449
$17M730K5.27%Q3 2025
14
L2 Asset Management, LLC
CIK 0001686988
$15M666K1.57%Q2 2026
15
WestHill Financial Advisors, Inc.
CIK 0001759641
$15M652K2.51%Q2 2026
16
STIFEL FINANCIAL CORP
CIK 0000720672
$13M559K0.01%Q2 2026
17
LPL Financial LLC
CIK 0001403438
$12M521K0.00%Q2 2026
18
Charles Schwab Trust Co
CIK 0001789219
$12M520K0.66%Q2 2026
19
Christopher J. Hasenberg, Inc
CIK 0001989869
$12M511K4.32%Q2 2025
20
VAN STRUM & TOWNE INC.
CIK 0001080173
$11M504K3.11%Q2 2026
Page 1 of 15
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Insiders at SCHWAB 5-10 YEAR CORPORATE B
Lasry MarcBeaver John R