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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

220 hedge funds and large institutions have $968M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
44
Increased
76
Reduced
66
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$165M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$11.6M
3
ACM
3
AlphaStar Capital Management
North Carolina
$4.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.5M
5
RA
5
Rational Advisors
New York
$12.5M

Top Sellers

1
SLWA
1
San Luis Wealth Advisors
California
$14.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$167M
3
SFM
3
Signet Financial Management
New Jersey
$234K
4
RIG
4
RiverFront Investment Group
Virginia
$190M
5
IA
5
Integrity Alliance
Iowa
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
OFS
226
OneAscent Financial Services
Alabama
– – -21,578 Closed
CGFA
227
Colton Groome Financial Advisors
North Carolina
– – -20,121 Closed
Fisher Asset Management
228
Fisher Asset Management
Washington
– – -12,595 Closed
PA
229
PFG Advisors
Arizona
– – -12,459 Closed
PCIA
230
Prime Capital Investment Advisors
Kansas
– – -11,111 Closed
EWA
231
EP Wealth Advisors
California
– – -7,207 Closed
GWM
232
Geneos Wealth Management
Colorado
– – -5,858 Closed
CCM
233
Coldstream Capital Management
Washington
– – -4,293 Closed
CA
234
Continuum Advisory
Idaho
– – -2,396 Closed
VWA
235
Valued Wealth Advisors
Utah
– – -1,450 Closed
T
236
Transce3nd
Texas
– – -1,351 Closed
AIC
237
Archer Investment Corporation
Indiana
– – -1,268 Closed
CBT
238
Crews Bank & Trust
Florida
– – -660 Closed
BWM
239
Bernard Wealth Management
Michigan
– – -606 Closed
GWANC
240
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -572 Closed
HCP
241
Hexagon Capital Partners
Arkansas
– – -542 Closed
FHA
242
First Horizon Advisors
Tennessee
– – -480 Closed
PBK
243
Peoples Bank (Kansas)
Kansas
– – -440 Closed
SIS
244
Sound Income Strategies
Florida
– – -263 Closed
AA
245
Addison Advisors
Vermont
– – -224 Closed
KWM
246
Kiker Wealth Management
Georgia
– – -214 Closed
CFFP
247
Center for Financial Planning
Michigan
– – -29 Closed
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
– – -26 Closed
LWMI
249
Legacy Wealth Management (Idaho)
Idaho
– – -20 Closed
6 7 8 9
10