Schwab 5-10 Year Corporate Bond

SCHI • ARCA

Schwab 5-10 Year Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 219 institutional investors hold shares in this ETF, with total holdings valued at $1.0B. RiverFront Investment Group, LLC is the largest holder with a position valued at $194.4M.

Overview

Overview of institutional ownership in SCHI as of Q3 2025

All Institutions

Institutions: 219
Value Held: $1.0B
Shares Held: 44.6M
Avg Position: $4.7M
Median Position: $332.0K

Hedge Funds

Hedge Funds: 5
Value Held: $19.1M
Shares Held: 827.0K
Avg Position: $3.8M
Median Position: $1.6M

Biggest Investors

Institutions with the largest positions in SCHI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RiverFront Investment Group, LLC Long Only Manager	Peter John Quinn CEO	$194.4M 3.42% of portfolio	8.4M shares	Q1 2024 Held for 1y 8m	$5.7B
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$172.3M 0.35% of portfolio	7.5M shares	Q1 2024 Held for 1y 8m	$48.9B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$169.9M 0.05% of portfolio	7.4M shares	Q2 2023 Held for 2y 5m	$341.99B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$56.3M 0.02% of portfolio	2.4M shares	Q4 2024 Held for 11 months	$310.43B
Bouchey Financial Group Ltd RIA/Wealth	Steven Bernard Bouchey President	$30.2M 2.33% of portfolio	1.3M shares	Q4 2023 Held for 1y 11m	$1.3B
R ROYAL BANK OF CANADA Institution	-	$25.3M 0.00% of portfolio	1.1M shares	Q2 2023 Held for 2y 5m	$542.04B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$24.8M 0.00% of portfolio	1.1M shares	Q2 2020 Held for 5y 5m	$1.33T
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$18.5M 0.05% of portfolio	802.6K shares	Q2 2023 Held for 2y 5m	$40.0B
G Gunma Bank,Ltd. Institution	-	$16.8M 5.41% of portfolio	730.0K shares	Q2 2024 Held for 1y 5m	$311.5M
L2 Asset Management, LLC Hedge Fund•Long/Short	Matthew Justin Malgari Managing Partner	$15.0M 2.20% of portfolio	651.1K shares	Q4 2024 Held for 11 months	$683.4M

Net Capital Flow

Institutional buying and selling activity for SCHI in Q3 2025

Net Flow: +$37.3M
Buyers: 102
Sellers: 87
Total Bought: +$61.2M
Total Sold: −$23.9M
Avg Position: $4.6M

Biggest Buyers

Institution	Net Bought	Current Position
J JANE STREET GROUP, LLC Institution	+$14.0M +605.8K shares	$14.0M 605.8K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	+$5.1M +220.6K shares	$172.3M 7.5M shares
B BLAIR WILLIAM & CO/IL Institution	+$5.0M +218.8K shares	$8.2M 354.0K shares
V VAN STRUM & TOWNE INC RIA/Wealth	+$4.6M +199.3K shares	$8.0M 345.7K shares
G Gunma Bank,Ltd. Institution	+$3.5M +150.0K shares	$16.8M 730.0K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$2.2M +95.5K shares	$2.5M 108.7K shares
Vident Advisory, LLC ETF Provider	+$1.6M +70.6K shares	$8.9M 383.6K shares
M Madden Advisory Services, Inc. RIA/Wealth	+$1.5M +63.3K shares	$4.7M 204.3K shares
AMERIPRISE FINANCIAL INC Institution	+$1.4M +59.7K shares	$10.1M 436.4K shares
RiverFront Investment Group, LLC Long Only Manager	+$1.3M +57.4K shares	$194.4M 8.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
AlphaStar Capital Management, LLC RIA/Wealth	−$4.6M −203.7K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$3.8M −165.1K shares	Sold Off 0 shares
A ATRIA INVESTMENTS LLC Institution	−$1.5M −64.8K shares	$1.1M 46.4K shares
GeoWealth Management, LLC RIA/Wealth	−$1.3M −56.8K shares	Sold Off 0 shares
Essex LLC RIA/Wealth	−$1.2M −49.9K shares	$2.9M 123.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$977.5K −42.4K shares	$56.3M 2.4M shares
CoreCap Advisors, LLC RIA/Wealth	−$817.8K −35.4K shares	$1.3M 54.7K shares
Janney Montgomery Scott LLC RIA/Wealth	−$685.5K −29.7K shares	$18.5M 802.6K shares
H HRT FINANCIAL LLC Institution	−$575.6K −25.3K shares	Sold Off 0 shares
Lido Advisors, LLC RIA/Wealth	−$414.2K −18.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHI in Q3 2025

New Positions: 26
New Value: $18.4M
Exited Positions: 36
Exited Value: $14.8M

New Positions

Institution	Position Value
F Financial Engines Advisors L.L.C. Institution	$12.3M 533.8K shares
MFG WEALTH MANAGEMENT, INC. RIA/Wealth	$3.0M 130.7K shares
ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth	$361.8K 15.7K shares
C CHAPIN DAVIS, INC. Institution	$287.3K 12.5K shares
Orin Green Financial, LLC RIA/Wealth	$283.9K 12.3K shares
P PIONEER TRUST BANK N A/OR Institution	$274.0K 11.9K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$253.2K 11.0K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$253.2K 11.0K shares
Bragg Financial Advisors, Inc RIA/Wealth	$242.3K 10.5K shares
C Concord Wealth Partners RIA/Wealth	$226.7K 9.8K shares

Exited Positions

Institution	Previous Position
AlphaStar Capital Management, LLC RIA/Wealth	$4.6M 203.7K shares
F FLOW TRADERS U.S. LLC Institution	$3.8M 165.1K shares
GeoWealth Management, LLC RIA/Wealth	$1.3M 56.8K shares
H HRT FINANCIAL LLC Institution	$575.6K 25.3K shares
Lido Advisors, LLC RIA/Wealth	$414.2K 18.2K shares
O OLD MISSION CAPITAL LLC Institution	$392.3K 17.2K shares
Global Trust Asset Management, LLC RIA/Wealth	$352.8K 15.5K shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	$336.9K 14.8K shares
Kingsview Wealth Management, LLC RIA/Wealth	$297.8K 13.1K shares
Capital Investment Advisors, LLC RIA/Wealth	$277.2K 12.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: $207.7K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$207.7K 90.0 contracts

Most Committed Institutions

Institutions with SCHI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
White & Co Financial Planning Inc RIA/Wealth	James Eric Parker President	5.91% $7.9M	340.2K shares	Q4 2024 Held for 11 months	$132.8M
G Gunma Bank,Ltd. Institution	-	5.41% $16.8M	730.0K shares	Q2 2024 Held for 1y 5m	$311.5M
Kaizen Financial Strategies RIA/Wealth	Laurie Laverne Klein Managing Partner	3.49% $7.7M	335.0K shares	Q3 2023 Held for 2y 2m	$220.7M
RiverFront Investment Group, LLC Long Only Manager	Peter John Quinn CEO	3.42% $194.4M	8.4M shares	Q1 2024 Held for 1y 8m	$5.7B
Seek First Inc. RIA/Wealth	Scott Jason Pearring President	3.14% $4.4M	189.1K shares	Q1 2025 Held for 8 months	$139.1M
San Luis Wealth Advisors LLC RIA/Wealth	Luke David Kittinger CEO	2.72% $14.9M	656.7K shares	Q2 2024 Held for 1y 5m	$550.3M
Taddei, Ludwig & Associates, Inc. RIA/Wealth	Matthew Frank Taddei CEO	2.68% $13.7M	593.3K shares	Q3 2021 Held for 4y 2m	$510.3M
WT Wealth Management RIA/Wealth	John Kenneth Heilner CIO	2.36% $8.1M	352.3K shares	Q3 2024 Held for 1y 2m	$344.9M
V VAN STRUM & TOWNE INC RIA/Wealth	James Laird Collins Chairman	2.34% $8.0M	345.7K shares	Q3 2021 Held for 4y 2m	$340.4M
Bouchey Financial Group Ltd RIA/Wealth	Steven Bernard Bouchey President	2.33% $30.2M	1.3M shares	Q4 2023 Held for 1y 11m	$1.3B

Hedge Fund Spotlight

Discover hedge funds investing in SCHI

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Schwab 5-10 Year Corporate Bond

Market Value: $1.6M
Shares Held: 71.0K
Portfolio Weight: 0.00%
Owned Since: 2019-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%