SCHWAB 5-10 YEAR CORPORATE B

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SCHI·808524698·US·ETF·Unknown - Unknown

SCHI (SCHWAB 5-10 YEAR CORPORATE B) is held by 69 institutional investors as of Q2 2026. Largest holders: CAPTRUST FINANCIAL ADVISORS ($198.5M), ENVESTNET ASSET MANAGEMENT INC ($163.8M), RAYMOND JAMES FINANCIAL INC ($56.4M). Net institutional sentiment: Mixed.

69

Holders

(13 Elite)

$636M

Total Value

63% (71)

Consensus

45 buying - 26 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)65

Activist (13D/13G)72

Congressional (STOCK Act)45

Holder Quality

24

★★★★★

Elite

38

★★★★

Strong

32

★★★

Solid

70

★★

Below

39

★

Weak

Held by 69 funds

13 elite

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SCHI.

Top Holders

Top Holders (69)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CAPTRUST FINANCIAL ADVISORS	Increased	8.8M(+2.8%)	$198.5M	0.3%	+4.74%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	7.2M(+0.4%)	$163.8M	0.0%	+10.75%	30
RAYMOND JAMES FINANCIAL INC	Decreased	2.5M(-9.7%)	$56.4M	0.0%	+7.69%	0
AMERIPRISE FINANCIAL INC	Decreased	1.3M(-18.8%)	$29.5M	0.0%	+1.55%	0
ROYAL BANK OF CANADA	Increased	1.2M(+13.8%)	$28.3M	0.0%	+5.28%	33
CITADEL ADVISORS LLC	Increased	1M(+223.3%)	$22.8M	0.0%	-0.71%	46
BANK OF AMERICA CORP /DE/	Decreased	859,621(-15.8%)	$19.5M	0.0%	+8.99%	0
STIFEL FINANCIAL CORP	Increased	559,090(+1.6%)	$12.7M	0.0%	+5.93%	28
LPL Financial LLC	Increased	521,044(+4.8%)	$11.8M	0.0%	+5.23%	29
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	438,376	$9.9M	0.0%	-1.04%	38
Cetera Investment Advisers	Increased	428,440(+51.4%)	$9.7M	0.0%	+4.37%	38
Kestra Advisory Services, LLC	Increased	305,466(+476.2%)	$6.9M	0.0%	-0.81%	44
TRUIST FINANCIAL CORP	Increased	237,072(+0.9%)	$5.4M	0.0%	+10.76%	27
JPMORGAN CHASE & CO	Decreased	226,820(-72.3%)	$5.2M	0.0%	+1.24%	0
Mariner, LLC	Increased	206,595(+0.3%)	$4.7M	0.0%	+6.38%	27
WAWealthspire Advisors, LLC	Increased	179,763(+31.3%)	$4.1M	0.0%	-0.49%	34
BLAIR WILLIAM & CO/IL	Decreased	178,300(-18.5%)	$4M	0.0%	+2.50%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	151,731(+58.1%)	$3.4M	0.0%	+1.01%	38
HighTower Advisors, LLC	Increased	142,982(+7.5%)	$3.2M	0.0%	+7.45%	28
MML INVESTORS SERVICES, LLC	Increased	125,541(+50.2%)	$2.8M	0.0%	+0.61%	36

Showing 1-20 of 74

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SCHISCHWAB 5-10 YEAR CORPORATE B

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer