ETF Holders

Who owns SCHI?

Bond

Schwab 5-10 Year Corporate Bond ETF · Schwab

268 institutions reported holding SCHI, worth $1.2B, in Form 13F filings for June 30, 2026.

13F holders
268
Institutional value
$1.2B
Change from prior quarter
+3.3%
+$37.7M, with price moves
New and sold-out firms
45 / 30
107 added, 61 trimmed

Top 10 institutional holders of SCHI

FirmLocationValueSharesChange
Captrust Financial AdvisorsRaleigh, NC$198.5M8,768,676+241,669 shares
RiverFront Investment Group, LLCRichmond, VA$192.1M8,486,796+31,617 shares
Envestnet Asset Management Inc.Berwyn, PA$163.8M7,236,543+28,374 shares
Raymond James Financial Inc.St. Petersburg, FL$56.4M2,491,146−267,884 shares
Allstate Corp.Northbrook, IL$41.7M1,839,862New position
Ameriprise Financial Inc.Minneapolis, MN$29.5M1,302,835−300,901 shares
Royal Bank of CanadaToronto, Ontario, Canada$28.3M1,249,967+152,051 shares
Bouchey Financial Group, Ltd.Troy, NY$26.1M1,153,981−316,263 shares
Permanens Capital L.P.New York, NY$24.9M1,099,967−249,975 shares
Citadel Advisors LLCMiami, FL$22.8M1,008,679+696,650 shares
258 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: SCHI vs BSCW, SCHI vs SYSB, SCHI vs CORP, SCHI vs NYM.

Frequently asked questions

Who owns SCHI?

268 institutional managers reported holding SCHI in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by Captrust Financial Advisors, at $198.5M.

Did institutions buy or sell SCHI last quarter?

Reported 13F value rose 3.3% from March 31, 2026, which includes price moves as well as buying and selling. 45 firms reported a new position and 30 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SCHI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.