Explore more topics
Public ownership evidence

Schwab 5-10 Year Corporate Bond ETF (SCHI) Ownership Disclosures

Read SCHI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-29284,987$6,400,811None
Corient Private Wealth LP2026-06-302026-08-2845,298$1,025,555None
Principia Wealth Advisory, LLC2026-06-302026-08-27282$6,384None
Principia Wealth Advisory, LLC2026-03-312026-08-271,087$24,653None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21385$8,716None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2070,603$1,598,460None
Sankala Group LLC2026-06-302026-08-191,475$32,760None
Beacon Pointe Advisors, LLC2026-06-302026-08-1911,239$254,451None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-193,958$90,000None
Caitlin John, LLC2026-06-302026-08-1826,169$592,466None
Caitlin John, LLC2026-06-302026-08-1846,058$1,042,753None
Corient Private Wealth LP2026-06-302026-08-1873,266$1,658,732None
Asset Allocation Strategies LLC2026-06-302026-08-1819,591$443,534None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-189,868$223,515None
Equitable Holdings, Inc.2026-06-302026-08-1893,910$2,126,119None
Steelhead Wealth Management LLC2026-06-302026-08-1514,187$321,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-155,909$133,780None
Mutual Advisors, LLC2026-06-302026-08-15230,538$5,219,383None
Ameritas Advisory Services, LLC2026-06-302026-08-1513,300$301,112None
XTX Topco Ltd2026-06-302026-08-1512,750$288,660None
WFA of San Diego, LLC2026-06-302026-08-15144,644$3,227,008None
Ceeto Capital Group, LLC2026-06-302026-08-1520,000$453,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,539$419,728None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517,228$390,042None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,125$48,120None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,451$983,815None
Betterment LLC2026-06-302026-08-1519,537$442,000None
JANE STREET GROUP, LLC2026-06-302026-08-1561,826$1,399,741None
JANE STREET GROUP, LLC2026-06-302026-08-1512,200$276,208Put
Permanens Capital L.P.2026-06-302026-08-151,099,967$24,903,253None
HRT FINANCIAL LP2026-06-302026-08-15107,669$2,437,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15438,376$9,924,833None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,562$35,362None
Xcelsior Advisor Partners LLC2026-06-302026-08-1526,959$610,360None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15844$19,098None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15176$3,985None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,230$27,839None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$120None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1548$1,087None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159$204None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15693$15,690None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1558$1,313None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159$204None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,052$69,091None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1556$1,261None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1593$2,106None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15320$7,245None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,587$58,579None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15222$5,026None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15534$12,090None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗PIN OAK INVESTMENT ADVISORS INC ↗Caitlin John, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.