SCHWAB 5-10

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SCHI·808524698·US·ETF·Unknown - Unknown

SCHI (SCHWAB 5-10) is held by 69 institutional investors as of Q1 2026. Largest holders: CAPTRUST FINANCIAL ADVISORS ($193.4M), ENVESTNET ASSET MANAGEMENT INC ($163.5M), RAYMOND JAMES FINANCIAL INC ($62.6M). Net institutional sentiment: Mixed.

69

Holders

Avg rating(16 Elite)

$631.5M

Total Value

52% (75)

Fund Consensus

37 buying - 34 selling

Smart Money Verdict

View all

Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Held by 69 funds

16 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (69)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CAPTRUST FINANCIAL ADVISORS	Increased	8.5M(+8.8%)	$193.4M	0.3%	+3.54%	40
ENVESTNET ASSET MANAGEMENT INC	Decreased	7.2M(-1.3%)	$163.5M	0.0%	+9.18%	0
RAYMOND JAMES FINANCIAL INC	Increased	2.8M(+9.5%)	$62.6M	0.0%	+5.92%	32
AMERIPRISE FINANCIAL INC	Increased	1.6M(+28.3%)	$36.3M	0.0%	-0.24%	36
ROYAL BANK OF CANADA	Increased	1.1M(+1.0%)	$24.9M	0.0%	+7.20%	29
BANK OF AMERICA CORP /DE/	Decreased	1M(-5.0%)	$23.1M	0.0%	+7.28%	0
JPMORGAN CHASE & CO	Increased	819,086(+273.6%)	$18.5M	0.0%	-0.08%	46
STIFEL FINANCIAL CORP	Increased	550,093(+1.1%)	$12.5M	0.0%	+4.63%	28
LPL Financial LLC	Decreased	497,421(-5.7%)	$11.3M	0.0%	+4.05%	0
JANE STREET GROUP, LLC	New	372,691	$8.5M	0.0%	-2.52%	38
CITADEL ADVISORS LLC	New	312,029	$7.1M	0.0%	-2.52%	38
Cetera Investment Advisers	Increased	282,903(+9.5%)	$6.4M	0.0%	+5.69%	30
TRUIST FINANCIAL CORP	Decreased	234,932(-3.0%)	$5.3M	0.0%	+9.27%	0
BLAIR WILLIAM & CO/IL	Decreased	218,744(-44.4%)	$5M	0.0%	+1.14%	0
Mariner, LLC	Decreased	206,001(-33.9%)	$4.7M	0.0%	+4.86%	0
Vident Advisory, LLC	Decreased	179,346(-37.1%)	$4.1M	0.0%	+4.41%	0
WAWealthspire Advisors, LLC	Increased	136,928(+0.5%)	$3.1M	0.0%	-1.94%	26
HighTower Advisors, LLC	Decreased	132,950(-4.2%)	$3M	0.0%	+6.58%	0
MORGAN STANLEY	Decreased	128,380(-4.9%)	$2.9M	0.0%	+0.42%	0
Creative Planning	Increased	123,529(+52.9%)	$2.8M	0.0%	+4.00%	37

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer