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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Citadel Advisors Llc, Susquehanna International Group, Llp, Jane Street Group, Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +175 | — | 175 | $3.96K | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Buy | +696,650 | +223.3% | 1,008,679 | $22.84M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -9,218 | -16.9% | 45,298 | $1.03M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -29,179 | -29.2% | 70,603 | $1.60M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +11,239 | — | 11,239 | $254.45K | Q2 2026 | Aug 18, 2026 |
| Caitlin John, Llc | Sell | -264,861 | -78.6% | 72,227 | $1.64M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -2,515 | -20.3% | 9,868 | $223.51K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +1,224 | +1.3% | 93,910 | $2.13M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -271 | -1.4% | 19,591 | $443.53K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,302,835 | — | 1,302,835 | $29.50M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +438,376 | — | 438,376 | $9.92M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -310,865 | -83.4% | 61,826 | $1.40M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -267,884 | -9.7% | 2,491,146 | $56.40M | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | Sell | -249,975 | -18.5% | 1,099,967 | $24.90M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -160,839 | -15.8% | 859,621 | $19.46M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +152,051 | +13.8% | 1,249,967 | $28.30M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +107,669 | — | 107,669 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +59,150 | — | 59,150 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Excelsior Advisor Network Llc | Buy | +26,959 | — | 26,959 | $610.36K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +18,460 | +8.7% | 230,538 | $5.22M | Q2 2026 | Aug 14, 2026 |
| Steelhead Wealth Management Llc | Buy | +14,187 | — | 14,187 | $321.00K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +13,300 | — | 13,300 | $301.11K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +12,750 | — | 12,750 | $288.66K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +8,442 | +40.4% | 29,320 | $663.80K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +7,937 | +10.8% | 81,343 | $1.84M | Q2 2026 | Aug 14, 2026 |
| Cascades Capital Asset Management, Llc | Buy | +6,555 | +5.4% | 128,065 | $2.90M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +6,345 | +48.1% | 19,537 | $442.00K | Q2 2026 | Aug 14, 2026 |
| Wfa Of San Diego, Llc | Buy | +6,131 | +4.4% | 144,644 | $3.23M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +2,962 | — | 2,962 | $67.27K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,363 | -25.1% | 7,045 | $159.49K | Q2 2026 | Aug 14, 2026 |
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.