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Schwab 5-10 Year Corporate B (SCHI)

CUSIP: 808524698 | NYSE | 623 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

WestHill Financial Advisors, Inc.754,694
2.7% of portfolio›$16.2M
White & Co Financial Planning Inc468,681
7.0% of portfolio›$10.6M
Bria Capital Group, LLC410,244
6.0% of portfolio›$8.8M
Kestra Advisory Services, LLC404,545
0.0% of portfolio›$8.7M
FF Advisors,LLC387,474
3.0% of portfolio›$8.3M
Charles Schwab Trust Co367,379
0.5% of portfolio›$7.9M
Kaizen Financial Strategies348,950
2.9% of portfolio›$7.5M
Bank of New Hampshire339,304
1.6% of portfolio›$7.3M
Bestgate Wealth Advisors, LLC279,386
3.8% of portfolio›$6.0M
Prairiewood Capital, LLC265,608
1.4% of portfolio›$5.7M
Wealth Forward, LLC251,483
2.4% of portfolio›$5.4M
Truist Financial Corp241,872
0.0% of portfolio›$5.2M
Davenport & Co LLC223,811
0.0% of portfolio›$4.8M
Essex LLC212,107
0.7% of portfolio›$4.5M
RCS Financial Planning, LLC188,985
2.2% of portfolio›$4.1M
Atria Investments, Inc188,931
0.0% of portfolio›$4.1M
DecisionPoint Financial, LLC181,616
0.7% of portfolio›$3.9M
Seek First Inc.178,962
2.5% of portfolio›$3.8M
Creative Planning150,276
0.0% of portfolio›$3.2M
21 West Wealth Management LLC148,466
2.8% of portfolio›$3.2M
MFG Wealth Management, Inc.147,829
2.3% of portfolio›$3.2M
Rational Advisors, Inc.141,413
0.3% of portfolio›$3.0M
Avior Wealth Management, LLC100,688
0.1% of portfolio›$2.2M
American National Bank & Trust99,288
0.2% of portfolio›$2.1M
Citizens National Bank Trust Department96,372
0.3% of portfolio›$2.1M
Citigroup Inc96,182
0.0% of portfolio›$2.1M
M Holdings Securities, Inc.91,992
0.0% of portfolio›$2.0K
Integrity Alliance, Llc.80,952
0.1% of portfolio›$1.7M
Certior Financial Group, LLC79,176
0.9% of portfolio›$1.7M
Integral Investment Advisors, Inc.78,060
0.4% of portfolio›$1.7M
Worth Asset Management, LLC70,146
0.4% of portfolio›$1.5M
Sculati Wealth Management, LLC54,295
0.4% of portfolio›$1.2M
Commonwealth Equity Services, LLC54,199
0.0% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC51,735
0.0% of portfolio›$1.1M
IFP Advisors, Inc51,033
0.0% of portfolio›$1.1M
Parsons Capital Management Inc50,954
0.0% of portfolio›$1.1M
Harel Insurance Investments & Financial Services Ltd.49,483
0.0% of portfolio›$1.1K
CoreCap Advisors, LLC44,579
0.0% of portfolio›$955.8K
Absolute Capital Management, LLC41,687
0.2% of portfolio›$893.8K
Creative Financial Designs Inc40,785
0.0% of portfolio›$874.4K
Avidian Wealth Enterprises, LLC39,619
0.0% of portfolio›$849.4K
Rosenberg Matthew Hamilton39,295
0.2% of portfolio›$842.5K
Cambridge Investment Research Advisors, Inc.36,175
0.0% of portfolio›$776
Morton Brown Family Wealth, LLC35,140
0.2% of portfolio›$753.4K
Keeler Thomas Management LLC31,846
0.3% of portfolio›$682.8K
Koshinski Asset Management, Inc.28,670
0.0% of portfolio›$614.7K
Christensen, King & Associates Investment Services, Inc.27,418
0.2% of portfolio›$587.8K
WealthBridge Capital Management, LLC23,656
0.1% of portfolio›$507.2K
Brookstone Capital Management21,935
0.0% of portfolio›$470.3K
White Lighthouse Investment Management Inc.21,822
0.1% of portfolio›$467.9K
Farther Finance Advisors, LLC21,423
0.0% of portfolio›$459.3K
Asset Allocation Strategies LLC21,010
0.1% of portfolio›$450.4K
Andina Capital Management, LLC19,454
0.6% of portfolio›$417.1K
Capstone Wealth Management Group, Inc.18,941
0.2% of portfolio›$406.1K
FC Advisory LLC17,845
0.1% of portfolio›$382.6K
Flagstar Securities, Inc17,583
0.1% of portfolio›$377.0K
Compass Financial Management LLC17,486
0.0% of portfolio›$374.9K
Concurrent Investment Advisors, LLC17,196
0.0% of portfolio›$368.7K
WealthPlan Investment Management, LLC15,316
0.0% of portfolio›$328.4K
Quartz Partners, LLC15,205
0.1% of portfolio›$326.0K
Patten & Patten Inc14,252
0.0% of portfolio›$305.6K
Certuity, LLC13,124
0.0% of portfolio›$281.4K
Chapin Davis, Inc.12,450
0.1% of portfolio›$266.9K
StoneX Group Inc.12,034
0.0% of portfolio›$266.1K
Lodestar Private Asset Management LLC12,000
0.0% of portfolio›$257.3K
Liberty Capital Management, Inc.11,905
0.0% of portfolio›$255.2K
Equita Financial Network, Inc.11,698
0.1% of portfolio›$250.8K
Schaeffer Financial LLC11,381
0.2% of portfolio›$244.0K
San Luis Wealth Advisors LLC10,857
0.0% of portfolio›$232.8K
Brighton Jones LLC10,855
0.0% of portfolio›$232.7K
Concord Wealth Partners9,964
0.0% of portfolio›$213.6K
Selective Wealth Management, Inc.9,731
0.0% of portfolio›$210.6K
Valtinson Bruner Financial Planning LLC9,496
0.1% of portfolio›$203.6K
Mitchell Sinkler & Starr9,465
0.1% of portfolio›$202.9K
North Star Investment Management Corp.6,597
0.0% of portfolio›$141.4K
Piscataqua Savings Bank6,263
0.1% of portfolio›$134.2K
William Mack & Associates, Inc.5,367
0.0% of portfolio›$115.1K
1620 Investment Advisors, Inc.4,772
0.1% of portfolio›$102.3K
Y.D. More Investments Ltd4,329
0.0% of portfolio›$92.8K
Cassaday & Co Wealth Management LLC4,097
0.0% of portfolio›$87.8K
Lanark Financial, Inc.4,009
0.0% of portfolio›$86.0K
Go Invest LLC3,280
0.0% of portfolio›$70.3K
MilWealth Group LLC3,118
0.0% of portfolio›$66.9K
PFS Partners, LLC2,947
0.0% of portfolio›$63.2K
Heritage Family Offices, LLP2,840
0.0% of portfolio›$60.9K
Fairscale Capital, LLC2,749
0.0% of portfolio›$60.0K
Assetmark, Inc2,538
0.0% of portfolio›$54.4K
Burk Holdings LLC2,441
0.0% of portfolio›$52.3K
Simplex Trading, LLC2,184
0.0% of portfolio›$46.8K
GK Wealth Management LLC2,091
0.0% of portfolio›$44.8K
Blueline Advisors LLC1,868
0.0% of portfolio›$40.1K
Global Trust Asset Management, LLC1,800
0.0% of portfolio›$38.6K
Root Financial Partners, LLC1,718
0.0% of portfolio›$36.8K
Highline Wealth Partners LLC1,710
0.0% of portfolio›$36.7K
Godsey & Gibb, Inc1,633
0.0% of portfolio›$35.0K
Gables Capital Management Inc.1,378
0.0% of portfolio›$29.5K
Mosley Wealth Management1,262
0.0% of portfolio›$27.3K
Cdkv Holdings LLC1,164
0.0% of portfolio›$25.0K
Blue Trust, Inc.1,118
0.0% of portfolio›$24.0K
Golden State Wealth Management, LLC1,090
0.0% of portfolio›$23.4K
Daytona Street Capital LLC1,050
0.0% of portfolio›$22.4K
Bangor Savings Bank870
0.0% of portfolio›$18.7K
Mather Group, Llc.788
0.0% of portfolio›$16.9K
Latitude Advisors, LLC786
0.0% of portfolio›$16.9K
Cornerstone National Bank & Trust Co721
0.0% of portfolio›$15.4K
Spire Wealth Management708
0.0% of portfolio›$15.2K
Creative Capital Management Investments LLC625
0.0% of portfolio›$13.4K
Abound Wealth Management567
0.0% of portfolio›$12.2K
Nova Financial LLC555
0.0% of portfolio›$11.9K
Olistico Wealth, LLC549
0.0% of portfolio›$11.8K
EverSource Wealth Advisors, LLC468
0.0% of portfolio›$10.0K
TD Private Client Wealth LLC298
0.0% of portfolio›$6.4K
Ashton Thomas Private Wealth, LLC291
0.0% of portfolio›$6.2K
Evolution Wealth Management Inc.267
0.0% of portfolio›$5.7K
McCarley & Cook Financial Planners266
0.0% of portfolio›$5.7K
Hoey Investments, Inc243
0.0% of portfolio›$5.2K
Markowski Investments170
0.0% of portfolio›$3.6K
Financial Management Professionals, Inc.140
0.0% of portfolio›$3.0K
Asset Dedication, LLC131
0.0% of portfolio›$2.8K
Salomon & Ludwin, LLC117
0.0% of portfolio›$2.5K
Owl Creek Wealth Partners LLC97
0.0% of portfolio›$2.1K
Chapman Financial Group, LLC58
0.0% of portfolio›$1.2K
Gamma Investing LLC44
0.0% of portfolio›$943
Parallel Advisors, LLC36
0.0% of portfolio›$772
Parkside Financial Bank & Trust20
0.0% of portfolio›$420
Signature Resources Capital Management, LLC11
0.0% of portfolio›$236
Signaturefd, LLC5
0.0% of portfolio›$106
Activest Wealth Management3
0.0% of portfolio›$67
StyleTurnoverLocationFiled
WestHill Financial Advisors, Inc.
754,694$16.2M2.7%ETFVery LowSan Rafael, CA2026-10-14
White & Co Financial Planning Inc
468,681$10.6M7.0%ETFVery LowSunnyside, WA2026-10-16
Bria Capital Group, LLC
410,244$8.8M6.0%GrowthVery HighWesley Chapel, FL2026-10-22
Kestra Advisory Services, LLC
404,545$8.7M0.0%CoreLowAustin, TX2026-11-02
FF Advisors,LLC
387,474$8.3M3.0%ETFLowManhattan Beach, CA2026-10-21
Charles Schwab Trust Co
367,379$7.9M0.5%ETFLowHenderson, NV2026-10-15
Kaizen Financial Strategies
348,950$7.5M2.9%ETFMediumCampbell, CA2026-10-09
Bank of New Hampshire
339,304$7.3M1.6%CoreLowLaconia, NH2026-10-06
Bestgate Wealth Advisors, LLC
279,386$6.0M3.8%ETFLowFrederick, MD2026-10-13
Prairiewood Capital, LLC
265,608$5.7M1.4%ETFVery LowFargo, ND2026-10-16
Wealth Forward, LLC
251,483$5.4M2.4%ETFMediumFargo, ND2026-10-14
Truist Financial Corp
241,872$5.2M0.0%CoreLowCharlotte, NC2026-10-30
Davenport & Co LLC
223,811$4.8M0.0%CoreMediumRichmond, VA2026-10-14
Essex LLC
212,107$4.5M0.7%ETFLowDeer Park, IL2026-10-14
RCS Financial Planning, LLC
188,985$4.1M2.2%ETFMediumAnnapolis, MD2026-10-14
Atria Investments, Inc
188,931$4.1M0.0%CoreMediumCharlotte, NC2026-10-15
DecisionPoint Financial, LLC
181,616$3.9M0.7%ETFVery LowMesa, AZ2026-10-27
Seek First Inc.
178,962$3.8M2.5%ETFLowCampbell, CA2026-10-27
Creative Planning
150,276$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
21 West Wealth Management LLC
148,466$3.2M2.8%ETFLowTustin, CA2026-10-13
MFG Wealth Management, Inc.
147,829$3.2M2.3%GrowthHighIndianapolis, IN2026-10-09
Rational Advisors, Inc.
141,413$3.0M0.3%ETFMediumSan Juan, PR2026-11-02
Avior Wealth Management, LLC
100,688$2.2M0.1%ETFMediumOmaha, NE2026-10-13
American National Bank & Trust
99,288$2.1M0.2%CoreVery LowWichita Falls, TX2026-10-07
Citizens National Bank Trust Department
96,372$2.1M0.3%CoreVery LowMeridian, MS2026-11-04
Citigroup Inc
96,182$2.1M0.0%CoreMediumNew York, NY2026-11-04
M Holdings Securities, Inc.
91,992$2.0K0.0%ETFHighPortland, OR2026-11-03
Integrity Alliance, Llc.
80,952$1.7M0.1%ETFMediumUrbandale, IA2026-10-29
Certior Financial Group, LLC
79,176$1.7M0.9%ETFMediumKing Of Prussia, PA2026-10-19
Integral Investment Advisors, Inc.
78,060$1.7M0.4%ETFVery LowTurlock, CA2026-11-03
Worth Asset Management, LLC
70,146$1.5M0.4%ETFHighDallas, TX2026-10-07
Sculati Wealth Management, LLC
54,295$1.2M0.4%CoreLowBloomfield Hills, MI2026-10-19
Commonwealth Equity Services, LLC
54,199$1.2M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
51,735$1.1M0.0%CoreLowPlymouth, MN2026-10-13
IFP Advisors, Inc
51,033$1.1M0.0%GrowthLowTampa, FL2026-10-16
Parsons Capital Management Inc
50,954$1.1M0.0%CoreLowProvidence, RI2026-10-28
Harel Insurance Investments & Financial Services Ltd.
49,483$1.1K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
CoreCap Advisors, LLC
44,579$955.8K0.0%ETFMediumSouthfield, MI2026-10-08
Absolute Capital Management, LLC
41,687$893.8K0.2%ETFMediumPittsburgh, PA2026-10-16
Creative Financial Designs Inc
40,785$874.4K0.0%ETFMediumKokomo, IN2026-11-04
Avidian Wealth Enterprises, LLC
39,619$849.4K0.0%ETFLowHouston, TX2026-10-08
Rosenberg Matthew Hamilton
39,295$842.5K0.2%ETFVery LowGrand Junction, CO2026-10-05
Cambridge Investment Research Advisors, Inc.
36,175$7760.0%ETFLowFairfield, IA2026-11-02
Morton Brown Family Wealth, LLC
35,140$753.4K0.2%ETFVery LowAllentown, PA2026-10-23
Keeler Thomas Management LLC
31,846$682.8K0.3%CoreHighOrem, UT2026-10-29
Koshinski Asset Management, Inc.
28,670$614.7K0.0%ETFLowDecatur, IL2026-10-29
Christensen, King & Associates Investment Services, Inc.
27,418$587.8K0.2%ETFVery LowRichland, WA2026-10-22
WealthBridge Capital Management, LLC
23,656$507.2K0.1%ETFLowWesterville, OH2026-10-16
Brookstone Capital Management
21,935$470.3K0.0%ETFMediumWheaton, IL2026-10-22
White Lighthouse Investment Management Inc.
21,822$467.9K0.1%ETFVery LowBedford, MA2026-10-21
Farther Finance Advisors, LLC
21,423$459.3K0.0%IndexLowSan Francisco, CA2026-10-08
Asset Allocation Strategies LLC
21,010$450.4K0.1%ETFMediumFarmington, MI2026-10-20
Andina Capital Management, LLC
19,454$417.1K0.6%ETFMediumLogan, UT2026-10-21
Capstone Wealth Management Group, Inc.
18,941$406.1K0.2%GrowthN/ABend, OR2026-10-19
FC Advisory LLC
17,845$382.6K0.1%ETFVery LowWest Chester, PA2026-10-05
Flagstar Securities, Inc
17,583$377.0K0.1%ETFVery LowNew York, NY2026-10-15
Compass Financial Management LLC
17,486$374.9K0.0%CoreN/ATampa, FL2026-10-30
Concurrent Investment Advisors, LLC
17,196$368.7K0.0%GrowthMediumTampa, FL2026-10-16
WealthPlan Investment Management, LLC
15,316$328.4K0.0%GrowthMediumOmaha, NE2026-10-15
Quartz Partners, LLC
15,205$326.0K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Patten & Patten Inc
14,252$305.6K0.0%CoreLowChattanooga, TN2026-10-26
Certuity, LLC
13,124$281.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Chapin Davis, Inc.
12,450$266.9K0.1%GrowthHighBaltimore, MD2026-10-09
StoneX Group Inc.
12,034$266.1K0.0%ETFMediumNew York, NY2026-11-03
Lodestar Private Asset Management LLC
12,000$257.3K0.0%ETFLowAlamo, CA2026-10-26
Liberty Capital Management, Inc.
11,905$255.2K0.0%CoreVery LowBirmingham, MI2026-11-02
Equita Financial Network, Inc.
11,698$250.8K0.1%ETFLowFort Washington, PA2026-10-19
Schaeffer Financial LLC
11,381$244.0K0.2%ETFLowRockville, MD2026-10-23
San Luis Wealth Advisors LLC
10,857$232.8K0.0%CoreMediumSan Luis Obispo, CA2026-10-27
Brighton Jones LLC
10,855$232.7K0.0%CoreVery LowSeattle, WA2026-11-03
Concord Wealth Partners
9,964$213.6K0.0%GrowthLowAbingdon, VA2026-11-02
Selective Wealth Management, Inc.
9,731$210.6K0.0%ETFLowForest, VA2026-10-16
Valtinson Bruner Financial Planning LLC
9,496$203.6K0.1%ETFLowNew Brighton, MN2026-11-02
Mitchell Sinkler & Starr
9,465$202.9K0.1%CoreVery LowPhiladelphia, PA2026-10-13
North Star Investment Management Corp.
6,597$141.4K0.0%CoreLowChicago, IL2026-10-27
Piscataqua Savings Bank
6,263$134.2K0.1%CoreVery LowPortsmouth, NH2026-10-21
William Mack & Associates, Inc.
5,367$115.1K0.0%ETFLowTroy, MI2026-10-27
1620 Investment Advisors, Inc.
4,772$102.3K0.1%ValueLowPlymouth, MA2026-11-04
Y.D. More Investments Ltd
4,329$92.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Cassaday & Co Wealth Management LLC
4,097$87.8K0.0%ETFVery LowMclean, VA2026-10-27
Lanark Financial, Inc.
4,009$86.0K0.0%CoreMediumBirmingham, AL2026-10-26
Go Invest LLC
3,280$70.3K0.0%ETFN/AWest Jordan, UT2026-10-09
MilWealth Group LLC
3,118$66.9K0.0%ETFVery LowMilwaukee, WI2026-11-02
PFS Partners, LLC
2,947$63.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Heritage Family Offices, LLP
2,840$60.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Fairscale Capital, LLC
2,749$60.0K0.0%GrowthVery LowNashua, NH2026-11-04
Assetmark, Inc
2,538$54.4K0.0%ETFLowConcord, CA2026-10-21
Burk Holdings LLC
2,441$52.3K0.0%ETFVery LowTulsa, OK2026-11-05
Simplex Trading, LLC
2,184$46.8K0.0%CoreVery HighChicago, IL2026-11-04
GK Wealth Management LLC
2,091$44.8K0.0%GARPVery HighReno, NV2026-10-09
Blueline Advisors LLC
1,868$40.1K0.0%ETFLowExeter, NH2026-10-15
Global Trust Asset Management, LLC
1,800$38.6K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Root Financial Partners, LLC
1,718$36.8K0.0%ETFMediumEncinitas, CA2026-10-21
Highline Wealth Partners LLC
1,710$36.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Godsey & Gibb, Inc
1,633$35.0K0.0%CoreLowRichmond, VA2026-10-14
Gables Capital Management Inc.
1,378$29.5K0.0%GrowthVery LowMiami, FL2026-11-04
Mosley Wealth Management
1,262$27.3K0.0%ETFHighAnaheim, CA2026-10-16
Cdkv Holdings LLC
1,164$25.0K0.0%ETFMediumDenver, CO2026-10-28
Blue Trust, Inc.
1,118$24.0K0.0%ETFLowBrentwood, TN2026-10-15
Golden State Wealth Management, LLC
1,090$23.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Daytona Street Capital LLC
1,050$22.4K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Bangor Savings Bank
870$18.7K0.0%ETFLowBangor, ME2026-10-06
Mather Group, Llc.
788$16.9K0.0%ETFMediumChicago, IL2026-10-14
Latitude Advisors, LLC
786$16.9K0.0%ETFLowYorkville, IL2026-10-27
Cornerstone National Bank & Trust Co
721$15.4K0.0%ETFMediumPalatine, IL2026-10-20
Spire Wealth Management
708$15.2K0.0%GrowthMediumMclean, VA2026-10-30
Creative Capital Management Investments LLC
625$13.4K0.0%ETFLowSan Diego, CA2026-10-28
Abound Wealth Management
567$12.2K0.0%ETFVery LowFranklin, TN2026-10-26
Nova Financial LLC
555$11.9K0.0%N/AN/ATucson, AZ2026-11-04
Olistico Wealth, LLC
549$11.8K0.0%GrowthVery LowTulsa, OK2026-10-05
EverSource Wealth Advisors, LLC
468$10.0K0.0%CoreMediumBirmingham, AL2026-11-04
TD Private Client Wealth LLC
298$6.4K0.0%ETFLowNew York, NY2026-10-28
Ashton Thomas Private Wealth, LLC
291$6.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Evolution Wealth Management Inc.
267$5.7K0.0%ETFMediumFort Myers, FL2026-10-28
McCarley & Cook Financial Planners
266$5.7K0.0%ETFLowCincinnati, OH2026-10-21
Hoey Investments, Inc
243$5.2K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Markowski Investments
170$3.6K0.0%ETFN/ATampa, FL2026-10-30
Financial Management Professionals, Inc.
140$3.0K0.0%ETFMediumAustin, TX2026-10-23
Asset Dedication, LLC
131$2.8K0.0%ETFLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
117$2.5K0.0%ETFVery LowRichmond, VA2026-10-29
Owl Creek Wealth Partners LLC
97$2.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Chapman Financial Group, LLC
58$1.2K0.0%CoreVery LowHonolulu, HI2026-10-26
Gamma Investing LLC
44$9430.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
36$7720.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
20$4200.0%CoreVery LowSaint Louis, MO2026-10-27
Signature Resources Capital Management, LLC
11$2360.0%ETFLowNewport Beach, CA2026-10-16
Signaturefd, LLC
5$1060.0%IndexLowAtlanta, GA2026-10-23
Activest Wealth Management
3$670.0%ETFLowAventura, FL2026-10-15