Who Owns Schwab 5-10 Year Corporate Bond ETF (SCHI)?Hedge Fund & Institutional Holders

$22.59-0.07 (-0.29%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -8

Price History

$21.77$22.14$22.52$22.89$23.27Sep 24Jun 25Mar 26

SCHI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AMERIPRISE FINANCIAL INCIncreased+814K+$17.9B
VAN STRUM & TOWNE INC.New Position+495K+$11.4B
WT Wealth ManagementNew Position+360K+$8.3B
White & Co Financial Planning IncNew Position+340K+$7.8B
Caitlin John, LLCNew Position+250K+$5.7B
Madden Advisory Services, Inc.New Position+208K+$4.8B
AssuredPartners Investment Advisors, LLCNew Position+205K+$4.7B
Mutual Advisors, LLCNew Position+178K+$4.1B
Beacon Bridge Wealth Partners, LLCNew Position+144K+$3.3B
Andina Capital Management, LLCNew Position+135K+$3.1B
Orion Porfolio Solutions, LLCIncreased+167K+$3.0B
Wealthspire Advisors, LLCIncreased+126K+$2.8B
Bouchey Financial Group LtdIncreased+119K+$2.6B
GOLDMAN SACHS GROUP INCNew Position+120K+$2.0B
Essex LLCNew Position+83K+$1.9B

SCHI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCClosed Position-606K-$14.0B
Financial Engines Advisors L.L.C.Decreased-524K-$12.3B
Bank of New HampshireClosed Position-173K-$4.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-90K-$2.1B
RENAISSANCE TECHNOLOGIES LLCClosed Position-85K-$2.0B
Creative PlanningDecreased-3K-$1.9B
CITADEL ADVISORS LLCClosed Position-71K-$1.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-63K-$1.5B
CIBC Bancorp USA Inc.Closed Position-59K-$1.4B
ROYAL BANK OF CANADADecreased-11K-$1.3B
Atria Investments, IncClosed Position-46K-$1.1B
ASSETMARK, INCDecreased-36K-$832.3M
Emergent Wealth Advisors, LLCClosed Position-17K-$760.8M
INTEGRITY ALLIANCE, LLC.Decreased-32K-$752.5M
MERCER GLOBAL ADVISORS INC /ADVDecreased-4K-$655.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RiverFront Investment Group, LLC8,429,126$193.6B3.19%Share
2RAYMOND JAMES FINANCIAL INC2,284,691$52.0B0.02%Share
3Bouchey Financial Group Ltd1,427,118$32.8B2.46%Share
4AMERIPRISE FINANCIAL INC1,249,028$28.0B0.01%Share
5ROYAL BANK OF CANADA1,077,339$24.0B0.00%Share
6BANK OF AMERICA CORP /DE/895,573$20.0B0.00%Share
7WestHill Financial Advisors, Inc.596,102$13.7B2.60%Share
8VAN STRUM & TOWNE INC.495,353$11.4B3.18%Share
9Charles Schwab Trust Co476,030$10.9B0.72%Share
10STIFEL FINANCIAL CORP449,015$10.0B0.01%Share
11BLAIR WILLIAM & CO/IL393,641$9.0B0.02%Share
12WT Wealth Management360,021$8.3B2.38%Share
13Kaizen Financial Strategies348,578$8.0B3.53%Share
14White & Co Financial Planning Inc339,620$7.8B5.83%Share
15RAYMOND JAMES FINANCIAL INC234,514$5.0B0.00%Share
16Madden Advisory Services, Inc.208,132$4.8B1.92%Share
17AssuredPartners Investment Advisors, LLC205,492$4.7B0.70%Share
18Seek First Inc.193,224$4.4B3.06%Share
19Caitlin John, LLC186,645$4.3B2.81%Share
20Mutual Advisors, LLC177,651$4.1B0.09%Share
21JPMORGAN CHASE & CO197,594$4.0B0.00%Share
22Orion Porfolio Solutions, LLC208,918$4.0B0.03%Share
23BANK OF AMERICA CORP /DE/177,685$4.0B0.00%Share
24Arrowroot Family Office, LLC147,706$3.4B1.23%Share
25Beacon Bridge Wealth Partners, LLC143,847$3.3B1.10%Share
26Andina Capital Management, LLC134,766$3.1B1.87%Share
27Wealthspire Advisors, LLC136,252$3.0B0.02%Share
28MFG WEALTH MANAGEMENT, INC.130,346$3.0B2.33%Share
29Prairiewood Capital, LLC127,915$2.9B0.91%Share
30DecisionPoint Financial, LLC111,670$2.6B0.56%Share
31Cascades Capital Asset Management, LLC102,106$2.3B0.98%Share
32STIFEL FINANCIAL CORP91,904$2.0B0.00%Share
33GOLDMAN SACHS GROUP INC119,965$2.0B0.00%Share
34Essex LLC82,726$1.9B0.34%Share
35CERTIOR FINANCIAL GROUP, LLC72,158$1.7B1.12%Share
36INTEGRITY ALLIANCE, LLC.70,044$1.6B0.06%Share
37INTEGRAL INVESTMENT ADVISORS, INC.67,281$1.5B0.38%Share
38Caitlin John, LLC62,902$1.4B0.95%Share
39ASSETMARK, INC55,594$1.3B0.00%Share
40Pinnacle Family Advisors, LLC54,030$1.2B0.55%Share
41COMERICA BANK45,273$1.0B0.00%Share
42COMMONWEALTH EQUITY SERVICES, LLC47,196$1.0B0.00%Share
43FMR LLC50,930$1.0B0.00%Share
44MERCER GLOBAL ADVISORS INC /ADV67,717$1.0B0.00%Share
45CIBC WORLD MARKETS CORP51,304$1.0B0.00%Share
46CreativeOne Wealth, LLC58,341$1.0B0.02%Share
47CoreCap Advisors, LLC38,554$885.0M0.03%Share
48Rosenberg Matthew Hamilton35,282$810.0M0.17%Share
49CREATIVE FINANCIAL DESIGNS INC /ADV33,206$762.0M0.05%Share
50FLAGSTAR ADVISORS INC28,411$652.0M0.22%Share

SCHI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025225$528.9B+88
Q3 2025137$670.4B-75
Q2 2025212$866.1B+1
Q1 2025211$988.0B+42
Q4 2024169$4.2T+40
Q3 2024129$190.3T-4
Q2 2024133$183.4T+17
Q1 2024116$160.1T—

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As of Q4 2025, 50 institutional investors hold SCHI (Schwab 5-10 Year Corporate Bond ETF). The largest holder is RiverFront Investment Group, LLC with $193.6B in shares. This quarter, 11 institutions opened new positions and 8 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHI?

As of Q4 2025, 50 institutional investors report holding SCHI (Schwab 5-10 Year Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SCHI?

The largest institutional holder of SCHI is RiverFront Investment Group, LLC with $193.6B in shares.

Is institutional ownership of SCHI increasing or decreasing?

This quarter, 11 institutions opened new positions in SCHI and 8 closed their positions.