SCHI

Schwab 5-10 Year Corporate B

+$109.1M

Net Activity

Institutions Holding

257

Popularity Rank

#2309

Avg Weight

0.30%

Total Value

$1.1B

Ownership Trend

257 institutions currently hold SCHI, with 149 net buyers and 88 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

88

Net Buying Institutions

149

Key Holders

View all 257 holding institutions

Quarterly Activity

Recent Activity

+$863.6M

Total Buy Value

$320.7M

Total Sell Value

New buy54
Trim63
Add95
Sold out25

149

Net Buyers

88

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB 5-10 YEAR CORPORATE B (SCHI)?
Major stakeholders currently include Captrust Financial Advisors ($193.4M), RiverFront Investment Group, LLC ($191.8M), Envestnet Asset Management INC ($163.5M). Based on the latest 13F filings, there are a total of 257 tracked investment funds and institutions maintaining positions in SCHI.
What is the overall institutional sentiment toward SCHI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $109.1M, driven by 149 managers accumulating shares while 88 reduced their exposure.
Which institutions have been selling or reducing their SCHI positions?
In the latest period, 63 funds trimmed their holdings, and 25 managers completely exited their positions. The aggregate reported sell value was $320.7M.
Are there any notable investors adding SCHI to their portfolios?
Yes, buying activity remains notable. 54 institutions opened new positions in {ticker}, and 95 existing holders added to their shares. The total reported buy value for the quarter amounted to $863.6M.

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