SCHI

Schwab 5-10 Year Corporate B

Latest period2026 - Q1Total superinvestors259

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 259 superinvestors own shares of Schwab 5-10 Year Corporate B (SCHI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab 5-10 Year Corporate B (SCHI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab 5-10 Year Corporate B (SCHI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab 5-10 Year Corporate B (SCHI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
DENISE M BUCHANAN@Captrust Financial Advisors
Recent Activity
Increased 8.85%
0.34%
$193.393M
8.527M shares@ 22.69 avg price
Julie Gibbs@Riverfront Investment Group, Llc
Recent Activity
Increased 0.31%
2.97%
$191.763M
8.455M shares@ 22.69 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -1.25%
0.05%
$163.481M
7.208M shares@ 22.68 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 9.52%
0.02%
$62.575M
2.759M shares@ 22.69 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 28.25%
0.01%
$36.328M
1.604M shares@ 22.66 avg price
David Clarke@Bouchey Financial Group Ltd
Recent Activity
Increased 3.03%
2.46%
$33.477M
1.47M shares@ 22.78 avg price
Katherine Leeming@Permanens Capital L.p.
Recent Activity
New Position
3.95%
$30.617M
1.35M shares@ 22.69 avg price
Giselle Casella@L2 Asset Management, Llc
Recent Activity
Increased 100.58%
2.84%
$29.78M
1.313M shares@ 22.69 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 1.03%
0.01%
$24.9M
1.098M shares@ 22.68 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -4.98%
0.01%
$23.144M
1.02M shares@ 22.68 avg price

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