SCHI · Schwab 5-10 Year Corporate Bond ETF ETF
$22.06
-0.01 (-0.05%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $23,868,852
Total Shares: 1,054,278
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
95.7%
−4.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,172
Highly concentrated−828
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+96719.3%
Shares held:
+96889.7%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | −805 | 282 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 1,008,679 | $22,836,492 | |
| Large Corient Private Wealth LLC | 45,298 | $1,025,546 | |
| Mid Parkside Financial Bank & Trust | 19 | $430 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SCHI | $22,836,492 | 95.67% | 1,008,679 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC SCHI | $1,025,546 | 4.30% | 45,298 | Shares | 2026-08-27 | |
| Small Principia Wealth Advisory, LLC SCHI | $6,384 | 0.03% | 282 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank SCHI | $430 | 0.00% | 19 | Shares | 2026-09-04 |