SCHI icon

Schwab 5-10 Year Corporate Bond ETF

225 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$46
DJSG
227
D.J. St. Germain
Massachusetts
$10
CCAM
228
Cascades Capital Asset Management
North Carolina
Goldman Sachs
229
Goldman Sachs
New York
CPA
230
Capital Performance Advisors
California
OFS
231
OneAscent Financial Services
Alabama
CGFA
232
Colton Groome Financial Advisors
North Carolina
Fisher Asset Management
233
Fisher Asset Management
Washington
PA
234
PFG Advisors
Arizona
PCIA
235
Prime Capital Investment Advisors
Kansas
EWA
236
EP Wealth Advisors
California
GWM
237
Geneos Wealth Management
Colorado
CCM
238
Coldstream Capital Management
Washington
CA
239
Continuum Advisory
Idaho
VWA
240
Valued Wealth Advisors
Utah
T
241
Transce3nd
Texas
AIC
242
Archer Investment Corporation
Indiana
CBT
243
Crews Bank & Trust
Florida
BWM
244
Bernard Wealth Management
Michigan
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
HCP
246
Hexagon Capital Partners
Arkansas
FHA
247
First Horizon Advisors
Tennessee
PBK
248
Peoples Bank (Kansas)
Kansas
SIS
249
Sound Income Strategies
Florida
AA
250
Addison Advisors
Vermont