SCHI Institutional Ownership
Schwab 5-10 Year Corporate Bond ETF
1W: -0.7%
1M: -3.1%
3M: -5.5%
YTD: -6.2%
1Y: -6.3%
3Y: +14.2%
5Y: -2.5%
$21.35
-0.03 (-0.14%)
Weekly Expected Move ±0.8%
$21
$21
$21
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHI
301
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
44
New Positions
108
Increased
93
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (326 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | 8,768,676 | $187M | +241,669 | +2.8% | 10Q | SEC ↗ |
| 2 | RiverFront Investment Group, LLC | 8,486,796 | $181M | +31,617 | +0.4% | 10Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 7,236,543 | $155M | +28,374 | +0.4% | 13Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 2,491,146 | $53M | -267,884 | -9.7% | 7Q | SEC ↗ |
| 5 | ALLSTATE CORP NEW | 1,839,862 | $39M | — | +0.0% | 1Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 1,302,835 | $28M | -300,901 | -18.8% | 13Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 1,249,967 | $27M | +152,051 | +13.8% | 13Q | SEC ↗ |
| 8 | Bouchey Financial Group, Ltd. | 1,153,981 | $25M | -316,263 | -21.5% | 11Q | SEC ↗ |
| 9 | Permanens Capital L.P. | 1,099,967 | $23M | -249,975 | -18.5% | 2Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 1,008,679 | $22M | +696,650 | +223.3% | 2Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 859,621 | $18M | -160,839 | -15.8% | 15Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 743,980 | $16M | -10,826 | -1.4% | 13Q | SEC ↗ |
| 13 | L2 Asset Management, LLC | 665,705 | $14M | -647,330 | -49.3% | 7Q | SEC ↗ |
| 14 | WestHill Financial Advisors, Inc. | 652,028 | $14M | +19,857 | +3.1% | 20Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 559,090 | $12M | +8,997 | +1.6% | 11Q | SEC ↗ |
| 16 | LPL Financial LLC | 521,044 | $11M | +23,623 | +4.7% | 12Q | SEC ↗ |
| 17 | Charles Schwab Trust Co | 520,480 | $11M | +9,136 | +1.8% | 27Q | SEC ↗ |
| 18 | VAN STRUM & TOWNE INC. | 504,007 | $11M | -4,468 | -0.9% | 20Q | SEC ↗ |
| 19 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 473,448 | $10M | +5,839 | +1.2% | 12Q | SEC ↗ |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 438,376 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 428,440 | $9M | +145,537 | +51.4% | 10Q | SEC ↗ |
| 22 | White & Co Financial Planning Inc | 427,382 | $9M | +49,579 | +13.1% | 7Q | SEC ↗ |
| 23 | FF Advisors,LLC | 400,463 | $9M | +219,250 | +121.0% | 2Q | SEC ↗ |
| 24 | WT Wealth Management | 385,866 | $8M | +45,274 | +13.3% | 8Q | SEC ↗ |
| 25 | Kaizen Financial Strategies | 370,730 | $8M | +2,086 | +0.6% | 12Q | SEC ↗ |
| 26 | Advisory Services Network, LLC | 359,320 | $8M | -15,416 | -4.1% | 15Q | SEC ↗ |
| 27 | Systelligence, LLC | 306,397 | $7M | +41,681 | +15.7% | 2Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 305,466 | $7M | +252,454 | +476.2% | 4Q | SEC ↗ |
| 29 | Bank of New Hampshire | 247,289 | $5M | +12,179 | +5.2% | 11Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 237,072 | $5M | +2,140 | +0.9% | 10Q | SEC ↗ |
| 31 | Prairiewood Capital, LLC | 231,821 | $5M | +21,837 | +10.4% | 11Q | SEC ↗ |
| 32 | Mutual Advisors, LLC | 230,538 | $5M | +18,460 | +8.7% | 11Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 226,820 | $5M | -592,266 | -72.3% | 14Q | SEC ↗ |
| 34 | Arrowroot Family Office, LLC | 225,877 | $5M | +31,790 | +16.4% | 5Q | SEC ↗ |
| 35 | Madden Advisory Services, Inc. | 224,990 | $5M | -5,349 | -2.3% | 9Q | SEC ↗ |
| 36 | AssuredPartners Investment Advisors, L | 223,442 | $5M | +10,463 | +4.9% | 3Q | SEC ↗ |
| 37 | Mariner, LLC | 206,595 | $4M | +594 | +0.3% | 13Q | SEC ↗ |
| 38 | Seek First Inc. | 187,106 | $4M | -7,226 | -3.7% | 6Q | SEC ↗ |
| 39 | RATIONAL ADVISORS, INC. NEW | 184,358 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Wealthspire Advisors, LLC | 179,763 | $4M | +42,835 | +31.3% | 4Q | SEC ↗ |
| 41 | BLAIR WILLIAM & CO/IL | 178,300 | $4M | -40,444 | -18.5% | 12Q | SEC ↗ |
| 42 | Atria Investments, Inc NEW | 168,012 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 43 | DecisionPoint Financial, LLC | 161,284 | $3M | -1,912 | -1.2% | 15Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 151,731 | $3M | +55,750 | +58.1% | 13Q | SEC ↗ |
| 45 | WFA of San Diego, LLC | 144,644 | $3M | +6,131 | +4.4% | 5Q | SEC ↗ |
| 46 | Entelevest, LLC | 142,993 | $3M | +9,935 | +7.5% | 3Q | SEC ↗ |
| 47 | HighTower Advisors, LLC | 142,982 | $3M | +10,032 | +7.5% | 13Q | SEC ↗ |
| 48 | MFG WEALTH MANAGEMENT, INC. | 138,562 | $3M | +5,878 | +4.4% | 4Q | SEC ↗ |
| 49 | Cascades Capital Asset Management, LLC | 128,065 | $3M | +6,555 | +5.4% | 4Q | SEC ↗ |
| 50 | MML INVESTORS SERVICES, LLC | 125,541 | $3M | +41,940 | +50.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ALLSTATE CORP | 1,839,862 | $39M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 438,376 | $9M |
| RATIONAL ADVISORS, INC. | 184,358 | $4M |
| Atria Investments, Inc | 168,012 | $4M |
| HRT FINANCIAL LP | 107,669 | $2M |
| GM Advisory Group, LLC | 69,838 | $1M |
| FIDUCIARY FINANCIAL ADVISORS | 60,279 | $1M |
| Peregrine Asset Advisers, Inc. | 38,308 | $818K |
| Keeler Thomas Management LLC | 29,925 | $639K |
| Xcelsior Advisor Partners LLC | 26,959 | $576K |
| Capstone Wealth Management Group, I | 18,800 | $401K |
| COMPASS FINANCIAL MANAGEMENT LLC | 17,532 | $374K |
| J.W. COLE ADVISORS, INC. | 16,990 | $363K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 14,293 | $305K |
| Steelhead Wealth Management LLC | 14,187 | $303K |
| IEQ CAPITAL, LLC | 13,809 | $295K |
| Ameritas Advisory Services, LLC | 13,300 | $284K |
| Schaeffer Financial LLC | 12,786 | $273K |
| XTX Topco Ltd | 12,750 | $272K |
| Edgemoor Investment Advisors, Inc. | 12,433 | $265K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 119,965 | $3M |
| FIG FINANCIAL ADVISORY SERVICES INC | 116,428 | $2M |
| OLD MISSION CAPITAL LLC | 89,557 | $2M |
| Forthright Family Wealth Advisory L | 47,197 | $1M |
| Orion Porfolio Solutions, LLC | 46,895 | $1M |
| FLOW TRADERS U.S. LLC | 38,722 | $827K |
| CIBC WORLD MARKET INC. | 31,600 | $675K |
| HOWE & RUSLING INC | 20,397 | $435K |
| Envestnet Portfolio Solutions, Inc. | 13,292 | $284K |
| MILLENNIUM MANAGEMENT LLC | 12,089 | $258K |
| Integrity Advisory Solutions, LLC | 11,855 | $253K |
| GTS FINANCIAL, LLC | 10,835 | $231K |
| Private Wealth Asset Management, LL | 10,583 | $226K |
| Baird Financial Group, Inc. | 10,288 | $220K |
| Thrivent Financial for Lutherans | 9,800 | $209K |
| NorthRock Partners, LLC | 9,316 | $199K |
| Sowell Financial Services LLC | 9,033 | $193K |
| Empower Advisory Group, LLC | 8,860 | $189K |
| MAI Capital Management | 6,918 | $148K |
| EQ WEALTH ADVISORS, LLC | 6,408 | $137K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +696,650 | +223.3% | 1,008,679 |
| Kestra Advisory Services, LLC | +252,454 | +476.2% | 305,466 |
| CAPTRUST FINANCIAL ADVISORS | +241,669 | +2.8% | 8,768,676 |
| FF Advisors,LLC | +219,250 | +121.0% | 400,463 |
| ROYAL BANK OF CANADA | +152,051 | +13.8% | 1,249,967 |
| Cetera Investment Advisers | +145,537 | +51.4% | 428,440 |
| Savant Capital, LLC | +56,962 | +96.2% | 116,167 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +55,750 | +58.1% | 151,731 |
| CITIGROUP INC | +54,189 | +104.8% | 105,914 |
| DAVENPORT & Co LLC | +51,494 | +310.6% | 68,074 |
| White & Co Financial Planning Inc | +49,579 | +13.1% | 427,382 |
| WT Wealth Management | +45,274 | +13.3% | 385,866 |
| Wealthspire Advisors, LLC | +42,835 | +31.3% | 179,763 |
| MML INVESTORS SERVICES, LLC | +41,940 | +50.2% | 125,541 |
| Systelligence, LLC | +41,681 | +15.7% | 306,397 |
| Arrowroot Family Office, LLC | +31,790 | +16.4% | 225,877 |
| RiverFront Investment Group, LLC | +31,617 | +0.4% | 8,486,796 |
| ENVESTNET ASSET MANAGEMENT INC | +28,374 | +0.4% | 7,236,543 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | +24,141 | +131.6% | 42,480 |
| LPL Financial LLC | +23,623 | +4.7% | 521,044 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| L2 Asset Management, LLC | -647,330 | -49.3% | 665,705 |
| JPMORGAN CHASE & CO | -592,266 | -72.3% | 226,820 |
| Bouchey Financial Group, Ltd. | -316,263 | -21.5% | 1,153,981 |
| JANE STREET GROUP, LLC | -310,865 | -83.4% | 61,826 |
| AMERIPRISE FINANCIAL INC | -300,901 | -18.8% | 1,302,835 |
| RAYMOND JAMES FINANCIAL INC | -267,884 | -9.7% | 2,491,146 |
| Caitlin John, LLC | -264,861 | -78.6% | 72,227 |
| Permanens Capital L.P. | -249,975 | -18.5% | 1,099,967 |
| BANK OF AMERICA CORP /DE | -160,839 | -15.8% | 859,621 |
| Vident Advisory, LLC | -151,320 | -84.4% | 28,026 |
| Andina Capital Management, LLC | -87,716 | -81.5% | 19,886 |
| MORGAN STANLEY | -50,759 | -39.5% | 77,621 |
| BLAIR WILLIAM & CO/IL | -40,444 | -18.5% | 178,300 |
| ASSETMARK, INC | -38,498 | -95.5% | 1,829 |
| MERCER GLOBAL ADVISORS INC /ADV | -29,179 | -29.2% | 70,603 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -28,117 | -37.9% | 46,135 |
| CoreCap Advisors, LLC | -26,393 | -40.2% | 39,305 |
| NewEdge Advisors, LLC | -20,271 | -87.3% | 2,962 |
| Trilogy Capital Inc. | -15,540 | -59.5% | 10,568 |
| Advisory Services Network, LLC | -15,416 | -4.1% | 359,320 |