Charles Schwab
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Charles Schwab’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Charles Schwab’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250M Sell
7,483,543
-11,646,797
-61% -$390M 0.03% 394
2026
Q1 		$642M Sell
19,130,340
-10,776,833
-36% -$364M 0.1% 168
2025
Q4 		$1.01B Buy
29,907,173
+331,433
+1% +$11.2M 0.16% 108
2025
Q3 		$1B Buy
29,575,740
+395,322
+1% +$13.3M 0.16% 108
2025
Q2 		$980M Sell
29,180,418
-12,497,614
-30% -$414M 0.17% 98
2025
Q1 		$1.39B Sell
41,678,032
-1,812,427
-4% -$59.7M 0.26% 67
2024
Q4 		$1.42B Sell
43,490,459
-1,074,571
-2% -$35.6M 0.26% 60
2024
Q3 		$1.5B Buy
44,565,030
+1,191,162
+3% +$39.6M 0.29% 57
2024
Q2 		$1.41B Buy
43,373,868
+12,460,328
+40% +$404M 0.27% 64
2024
Q1 		$1.01B Sell
30,913,540
-189,998
-0.6% -$6.2M 0.23% 73
2023
Q4 		$1.02B Buy
31,103,538
+4,672,777
+18% +$148M 0.26% 68
2023
Q3 		$831M Buy
26,430,761
+5,183,505
+24% +$165M 0.24% 74
2023
Q2 		$682M Buy
21,247,256
+45,396
+0.2% +$1.47M 0.19% 92
2023
Q1 		$689M Buy
21,201,860
+1,988,997
+10% +$64.2M 0.21% 86
2022
Q4 		$612M Buy
19,212,863
+171,232
+0.9% +$5.41M 0.2% 104
2022
Q3 		$596M Sell
19,041,631
-901,312
-5% -$29.4M 0.21% 92
2022
Q2 		$651M Buy
19,942,943
+608,809
+3% +$20.1M 0.23% 84
2022
Q1 		$660M Buy
19,334,134
+230,487
+1% +$8.07M 0.2% 93
2021
Q4 		$691M Sell
19,103,647
-11,627,610
-38% -$421M 0.2% 86
2021
Q3 		$1.12B Sell
30,731,257
-2,010,719
-6% -$73.9M 0.37% 54
2021
Q2 		$1.2B Buy
32,741,976
+4,512,281
+16% +$165M 0.4% 44
2021
Q1 		$1.02B Sell
28,229,695
-2,078,325
-7% -$76.3M 0.38% 49
2020
Q4 		$1.13B Sell
30,308,020
-1,683,205
-5% -$62.1M 0.45% 41
2020
Q3 		$1.18B Sell
31,991,225
-1,164,455
-4% -$42.9M 0.54% 29
2020
Q2 		$1.21B Buy
33,155,680
+11,208,810
+51% +$399M 0.59% 26
2020
Q1 		$746M Buy
+21,946,870
New +$770M 0.44% 43

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab's SPIB Position: Q2 2026 in Review

Charles Schwab reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 61% in Q2 2026, selling an estimated $390M and leaving 7,483,543 shares worth $250M. The position accounts for 0.03% of the portfolio, ranked #394.

Charles Schwab first reported a position in SPIB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.5B in Q3 2024. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Charles Schwab held 7,483,543 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $250M as of Q2 2026.
  • Charles Schwab sold 11,646,797 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $390M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Charles Schwab's portfolio in Q2 2026, its #394 holding.
  • Charles Schwab first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Charles Schwab's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.5B in Q3 2024.
  • 586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.