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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

206 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
47
Increased
71
Reduced
61
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Campbell Wealth Management
Virginia
$125M
2
LAM
2
L2 Asset Management
Massachusetts
$13.8M
3
DWP
3
Destiny Wealth Partners
Florida
$12.3M
4
BFG
4
Bouchey Financial Group
New York
$23.8M
5
GB
5
Gunma Bank
Japan
$12.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$666M
2
WWM
2
WT Wealth Management
Arizona
$9.89M
3
SFA
3
Semmax Financial Advisors
North Carolina
$3.76M
4
RA
4
Rational Advisors
New York
$9.31M
5
RIG
5
RiverFront Investment Group
Virginia
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
226
Tucker Asset Management
Colorado
– -$16.5K -716 Closed
PS
227
Planned Solutions
California
– -$10.8K -468 Closed
Jones Financial Companies
228
Jones Financial Companies
Missouri
– -$5.41K -234 Closed
CFGS
229
Concourse Financial Group Securities
Alabama
– -$2.17K -94 Closed
SIS
230
Strategic Investment Solutions
Illinois
– -$600 -26 Closed
6 7 8 9
10