SCHWAB 5-10 YEAR CORPORATE B (SCHI) Institutional Shareholders
SCHWAB 5-10 YEAR CORPORATE B (SCHI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.18B in SCHI holdings during the latest filing period.
Captrust Financial Advisors is currently the largest disclosed institutional shareholder of SCHI tracked by InsiderSet, reporting ownership valued at approximately $198.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $191.42M, representing an estimated loss of -3.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed SCHI value among the investors covered in this analysis. Major shareholders include Captrust Financial Advisors, Riverfront Investment Group, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SCHWAB 5-10 YEAR CORPORATE B (SCHI).
This page ranks the largest institutional SCHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
259
Total Reported Value
$1.18B
Largest Holder
Captrust Financial Advisors
Largest Position
$198.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Captrust Financial Advisors | 0.30% | 8,768,676 | $198,522,836 | $191,420,197 | -$7,102,639 | -3.58% | |
| Riverfront Investment Group, Llc | 2.54% | 8,486,796 | $192,141,070 | $185,266,757 | -$6,874,313 | -3.58% | |
| Envestnet Asset Management Inc | 0.04% | 7,236,543 | $163,835,331 | $157,973,734 | -$5,861,597 | -3.58% | |
| Raymond James Financial Inc | 0.02% | 2,491,146 | $56,399,550 | $54,381,717 | -$2,017,833 | -3.58% | |
| Allstate Corp | 0.42% | 1,839,862 | $41,654,476 | $40,164,187 | -$1,490,289 | -3.58% | |
| Ameriprise Financial Inc | 0.01% | 1,302,835 | $29,500,526 | $28,440,888 | -$1,059,638 | -3.59% | |
| Royal Bank Of Canada | 0.00% | 1,249,967 | $28,299,000 | $27,286,780 | -$1,012,220 | -3.58% | |
| Bouchey Financial Group Ltd | 1.69% | 1,153,981 | $26,126,139 | $25,191,405 | -$934,734 | -3.58% | |
| Permanens Capital L.P. | 2.56% | 1,099,967 | $24,903,253 | $24,012,280 | -$890,973 | -3.58% | |
| Citadel Advisors Llc | 0.01% | 1,008,679 | $22,836,493 | $22,019,463 | -$817,030 | -3.58% | |
| Bank Of America Corp | 0.00% | 859,621 | $19,461,829 | $18,765,526 | -$696,303 | -3.58% | |
| Janney Montgomery Scott Llc | 0.03% | 743,980 | $16,844,000 | $16,241,083 | -$602,917 | -3.58% | |
| L2 Asset Management, Llc | 1.57% | 665,705 | $15,071,569 | $14,532,340 | -$539,229 | -3.58% | |
| Westhill Financial Advisors, Inc. | 2.51% | 652,028 | $14,761,907 | $14,233,771 | -$528,136 | -3.58% | |
| Stifel Financial Corp | 0.01% | 559,090 | $12,657,798 | $12,204,935 | -$452,863 | -3.58% | |
| Lpl Financial Llc | 0.00% | 521,044 | $11,796,440 | $11,374,391 | -$422,049 | -3.58% | |
| Charles Schwab Trust Co | 0.66% | 520,480 | $11,783,667 | $11,362,078 | -$421,589 | -3.58% | |
| Van Strum & Towne Inc. | 3.11% | 504,007 | $11,410,719 | $11,002,473 | -$408,246 | -3.58% | |
| Ogorek Anthony Joseph | 2.66% | 473,448 | $10,718,000 | $10,335,370 | -$382,630 | -3.57% | |
| Susquehanna International Group, Llp | 0.01% | 438,376 | $9,924,833 | $9,569,748 | -$355,085 | -3.58% | |
| Cetera Investment Advisers | 0.01% | 428,440 | $9,699,871 | $9,352,845 | -$347,026 | -3.58% | |
| White & Co Financial Planning Inc | 5.99% | 427,382 | $9,675,936 | $9,329,749 | -$346,187 | -3.58% | |
| Ff Advisors,Llc | 3.40% | 400,463 | $9,066,482 | $8,742,107 | -$324,375 | -3.58% | |
| Wt Wealth Management | 2.42% | 385,866 | $8,735,999 | $8,423,455 | -$312,544 | -3.58% | |
| Kaizen Financial Strategies | 3.30% | 370,730 | $8,352,538 | $8,093,036 | -$259,502 | -3.11% | |
| Advisory Services Network, Llc | 0.09% | 359,320 | $8,135,011 | $7,843,956 | -$291,055 | -3.58% | |
| Systelligence, Llc | 1.16% | 306,397 | $6,936,828 | $6,688,647 | -$248,181 | -3.58% | |
| Kestra Advisory Services, Llc | 0.02% | 305,466 | $6,915,740 | $6,668,323 | -$247,417 | -3.58% | |
| B. Riley Wealth Advisors, Inc. | 0.19% | 284,987 | $6,400,811 | $6,221,266 | -$179,545 | -2.81% | |
| Bank Of New Hampshire | 1.17% | 247,289 | $5,598,623 | $5,398,319 | -$200,304 | -3.58% | |
| Truist Financial Corp | 0.01% | 237,072 | $5,367,314 | $5,175,282 | -$192,032 | -3.58% | |
| Prairiewood Capital, Llc | 1.36% | 231,821 | $5,248,432 | $5,060,652 | -$187,780 | -3.58% | |
| Mutual Advisors, Llc | 0.10% | 230,538 | $5,219,383 | $5,032,645 | -$186,738 | -3.58% | |
| Jpmorgan Chase & Co | 0.00% | 226,820 | $5,157,901 | $4,951,481 | -$206,420 | -4.00% | |
| Arrowroot Family Office, Llc | 1.46% | 225,877 | $5,113,864 | $4,930,895 | -$182,969 | -3.58% | |
| Madden Advisory Services, Inc. | 1.83% | 224,990 | $5,093,791 | $4,911,532 | -$182,259 | -3.58% | |
| Assuredpartners Investment Advisors, Llc | 0.49% | 223,442 | $5,058,727 | $4,877,739 | -$180,988 | -3.58% | |
| Mariner, Llc | 0.00% | 206,595 | $4,677,305 | $4,509,969 | -$167,336 | -3.58% | |
| Seek First Inc. | 2.67% | 187,106 | $4,236,082 | $4,084,524 | -$151,558 | -3.58% | |
| Rational Advisors, Inc. | 0.38% | 184,358 | $4,173,865 | $4,024,535 | -$149,330 | -3.58% | |
| Wealthspire Advisors, Llc | 0.02% | 179,763 | $4,069,827 | $3,924,226 | -$145,601 | -3.58% | |
| Blair William & Co/Il | 0.01% | 178,300 | $4,036,717 | $3,892,289 | -$144,428 | -3.58% | |
| Atria Investments, Inc | 0.04% | 168,012 | $3,803,792 | $3,667,702 | -$136,090 | -3.58% | |
| Decisionpoint Financial, Llc | 0.67% | 161,284 | $3,633,739 | $3,520,830 | -$112,909 | -3.11% | |
| Entelevest, Llc | 2.83% | 142,993 | $3,237,368 | $3,121,537 | -$115,831 | -3.58% | |
| Wfa Of San Diego, Llc | 2.64% | 144,644 | $3,227,008 | $3,157,579 | -$69,429 | -2.15% | |
| Mfg Wealth Management, Inc. | 2.24% | 138,562 | $3,137,044 | $3,024,808 | -$112,236 | -3.58% | |
| Cascades Capital Asset Management, Llc | 1.07% | 128,065 | $2,899,382 | $2,795,659 | -$103,723 | -3.58% | |
| Mml Investors Services, Llc | 0.01% | 125,541 | $2,842,242 | $2,740,560 | -$101,682 | -3.58% | |
| Beacon Bridge Wealth Partners, Llc | 0.78% | 121,017 | $2,739,825 | $2,641,801 | -$98,024 | -3.58% |
Frequently asked questions about SCHI
Who owns the most SCHI stock?
The largest holders of SCHI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB 5-10 YEAR CORPORATE B (SCHI).
Is SCHI widely held by superinvestors?
Many widely followed stocks like SCHI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.