Who Owns SCHI?
Schwab 5-10 Year Corporate Bond ETF — Institutional Ownership & 13F Holdings
$22.75
-0.01 (-0.07%)
Market Cap
$10.9B
Shares Outstanding
450,447,915
Institutional Holders
210
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+95
Institutional data as of Q1 2025
New Positions
71
Closed Positions
30
Increased
70
Decreased
40
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $482.4M | 21,479 |
| 2 | RiverFront Investment Group, LLC | $189.9M | 8,454,119 |
| 3 | JANE STREET GROUP, LLC | $172.4M | 7,677,664 |
| 4 | RAYMOND JAMES FINANCIAL INC | $53.6M | 2,386,907 |
| 5 | ROYAL BANK OF CANADA | $25.9M | 1,153,952 |
| 6 | Bouchey Financial Group Ltd | $25.4M | 1,132,577 |
| 7 | BANK OF AMERICA CORP /DE/ | $24.3M | 1,082,031 |
| 8 | San Luis Wealth Advisors LLCNew | $23.0M | 1,043,209 |
| 9 | Janney Montgomery Scott LLCNew | $18.7M | 834,587 |
| 10 | L2 Asset Management, LLC | $14.3M | 635,215 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +13K | $482.4M |
| RiverFront Investment Group, LLC | +296K | $189.9M |
| JANE STREET GROUP, LLC | +7.6M | $172.4M |
| Bouchey Financial Group Ltd | +52K | $25.4M |
| BANK OF AMERICA CORP /DE/ | +3K | $24.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -145K | $1.3M |
| AMERIPRISE FINANCIAL INC | -125K | $5.3M |
| WT Wealth Management | -100K | $7.8M |
| CoreCap Advisors, LLC | -82K | $1.9M |
| ENVESTNET ASSET MANAGEMENT INC | -43K | $168K |
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Frequently Asked Questions
How many institutional investors hold SCHI?
As of Q1 2025, 210 institutional investors report holding SCHI (Schwab 5-10 Year Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most SCHI?
The largest institutional holder of SCHI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $482.4M in shares.
Are institutions buying or selling SCHI?
This quarter, 71 institutions opened new positions in SCHI and 30 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.