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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+175175$3.96KQ2 2026Sep 15, 2026
Citadel Advisors LlcBuy+696,650+223.3%1,008,679$22.84MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-9,218-16.9%45,298$1.03MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-29,179-29.2%70,603$1.60MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+11,23911,239$254.45KQ2 2026Aug 18, 2026
Caitlin John, LlcSell-264,861-78.6%72,227$1.64MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-2,515-20.3%9,868$223.51KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,224+1.3%93,910$2.13MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-271-1.4%19,591$443.53KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,302,8351,302,835$29.50MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+438,376438,376$9.92MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-310,865-83.4%61,826$1.40MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-267,884-9.7%2,491,146$56.40MQ2 2026Aug 14, 2026
Permanens Capital L.P.Sell-249,975-18.5%1,099,967$24.90MQ2 2026Aug 14, 2026
Bank Of America CorpSell-160,839-15.8%859,621$19.46MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+152,051+13.8%1,249,967$28.30MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+107,669107,669$2.44MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+59,15059,150$1.34MQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+26,95926,959$610.36KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+18,460+8.7%230,538$5.22MQ2 2026Aug 14, 2026
Steelhead Wealth Management LlcBuy+14,18714,187$321.00KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+13,30013,300$301.11KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+12,75012,750$288.66KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+8,442+40.4%29,320$663.80KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,937+10.8%81,343$1.84MQ2 2026Aug 14, 2026
Cascades Capital Asset Management, LlcBuy+6,555+5.4%128,065$2.90MQ2 2026Aug 14, 2026
Betterment LlcBuy+6,345+48.1%19,537$442.00KQ2 2026Aug 14, 2026
Wfa Of San Diego, LlcBuy+6,131+4.4%144,644$3.23MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,9622,962$67.27KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-2,363-25.1%7,045$159.49KQ2 2026Aug 14, 2026
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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.