SCHWAB 5-10 YEAR CORPORATE B (SCHI) Institutional Ownership Changes & 13F Activity

SCHWAB 5-10 YEAR CORPORATE B (SCHI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsSell-6,63516,512$373,825
Q1 2026Sequoia Financial AdvisorsSell-2,26023,147$524,972
Q4 2025Sequoia Financial AdvisorsSell-3,33625,407$583,608
Q3 2025Renaissance Technologies LLCBuy39,49685,296$1,968,632
Q3 2025Sequoia Financial AdvisorsBuy13,00328,743$663,399
Q2 2025Sequoia Financial AdvisorsSell-5,73015,740$358,240
Q2 2025Renaissance Technologies LLCSell-4,08745,800$1,042,408
Q1 2025Sequoia Financial AdvisorsBuy4,21021,470$482,217
Q4 2024Sequoia Financial AdvisorsBuy7,08217,260$380,940
Q3 2024Renaissance Technologies LLCBuy26,98749,887$2,302,784
Q3 2024Sequoia Financial AdvisorsBuy57510,178$469,838
Q2 2024Renaissance Technologies LLCBuy4,80422,900$1,009,890
Q2 2024Sequoia Financial AdvisorsBuy1,6889,603$423,479
Q1 2024Renaissance Technologies LLCBuy3,39618,096$805
Q1 2024Sequoia Financial AdvisorsSell-1,0447,915$352,123
Q4 2023Renaissance Technologies LLCBuy6,20014,700$661
Q4 2023Sequoia Financial AdvisorsSell-4,6138,959$402,606
Q3 2023Sequoia Financial AdvisorsBuy13,57213,572$572,744
Q3 2023Renaissance Technologies LLCBuy8,5008,500$359

Frequently asked questions about SCHI activity

  • Which institutional owners are buying SCHI?

    Institutional owners buying SCHI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHI activity?

    "Buy" means an investor increased their reported position in SCHI compared to the prior reporting period. This reflects growing exposure to SCHWAB 5-10 YEAR CORPORATE B (SCHI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHI increasing?

    Institutional interest in SCHI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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