Who Owns Schwab 5-10 Year Corporate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab 5-10 Year Corporate Bond ETF.
Who crossed 5% of SCHI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Kaizen Financial Strategies5 10YR CORP BD349K shtrimmed | $7.5M |
| Bank of New Hampshire5 10YR CORP BD339.3K shadded | $7.3M |
| MFG WEALTH MANAGEMENT, INC.5 10YR CORP BD147.8K shadded | $3.2M |
| AMERICAN NATIONAL BANK & TRUST5 10YR CORP BD99.3K shadded | $2.1M |
| Worth Asset Management, LLCETF70.1K shadded | $1.5M |
| CoreCap Advisors, LLCETF44.6K shadded | $955.8K |
| Avidian Wealth Enterprises, LLC5 10YR CORP BD39.6K shheld | $849.4K |
| Rosenberg Matthew HamiltonETF39.3K shadded | $842.5K |
| Farther Finance Advisors, LLCETF21.4K shtrimmed | $459.3K |
| FC Advisory LLC5 10YR CORP BD17.8K shadded | $382.6K |
| CHAPIN DAVIS, INC.5 10YR CORP BD12.5K shheld | $266.9K |
| Go Invest LLCETF3.3K shadded | $70.3K |
| GK Wealth Management LLC5 10YR CORP BD2.1K sh— | $44.8K |
| Bangor Savings Bank5 10YR CORP BD870 shheld | $18.7K |
| Olistico Wealth, LLCETF549 sh— | $11.8K |
| GAMMA Investing LLCETF44 shheld | $943 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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