Schwab 5-10 Year Corporate B ETF (SCHI): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SCHI for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 270

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$22.64

-0.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SCHI (all 13F filers)

Captrust Financial Advisors8.8 MWealth adviser+242 K
RiverFront Investment Group8.5 MType not verified+32 K
Envestnet Asset Management7.2 MWealth adviser+28 K
Raymond James Financial2.5 MWealth adviser−268 K
Allstate1.8 MType not verified+1.8 M
Ameriprise Financial1.3 MWealth adviser−301 K
Royal Bank of Canada1.2 MBank or trading desk+152 K
Bouchey Financial Group1.2 MType not verified−316 K
Permanens Capital1.1 MType not verified−250 K
Citadel Advisors1.0 MQuant or multi-manager+697 K

Filer	Type
Captrust Financial Advisors	Wealth adviser	8.8 M	+242 K	$199M
RiverFront Investment Group	Type not verified	8.5 M	+32 K	$192M
Envestnet Asset Management	Wealth adviser	7.2 M	+28 K	$164M
Raymond James Financial	Wealth adviser	2.5 M	−268 K	$56.4M
Allstate	Type not verified	1.8 M	+1.8 M	$41.7M
Ameriprise Financial	Wealth adviser	1.3 M	−301 K	$29.5M
Royal Bank of Canada	Bank or trading desk	1.2 M	+152 K	$28.3M
Bouchey Financial Group	Type not verified	1.2 M	−316 K	$26.1M
Permanens Capital	Type not verified	1.1 M	−250 K	$24.9M
Citadel Advisors	Quant or multi-manager	1.0 M	+697 K	$22.8M

Captrust Financial Advisors
Shares
8.8 M
Change
+242 K
See more
Type
Wealth adviser
Value
$199M
RiverFront Investment Group
Shares
8.5 M
Change
+32 K
See more
Type
Type not verified
Value
$192M
Envestnet Asset Management
Shares
7.2 M
Change
+28 K
See more
Type
Wealth adviser
Value
$164M
Raymond James Financial
Shares
2.5 M
Change
−268 K
See more
Type
Wealth adviser
Value
$56.4M
Allstate
Shares
1.8 M
Change
+1.8 M
See more
Type
Type not verified
Value
$41.7M
Ameriprise Financial
Shares
1.3 M
Change
−301 K
See more
Type
Wealth adviser
Value
$29.5M
Royal Bank of Canada
Shares
1.2 M
Change
+152 K
See more
Type
Bank or trading desk
Value
$28.3M
Bouchey Financial Group
Shares
1.2 M
Change
−316 K
See more
Type
Type not verified
Value
$26.1M
Permanens Capital
Shares
1.1 M
Change
−250 K
See more
Type
Type not verified
Value
$24.9M
Citadel Advisors
Shares
1.0 M
Change
+697 K
See more
Type
Quant or multi-manager
Value
$22.8M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗