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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 %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.76M 209,045 +466 +0.2%
ACM
27
AlphaStar Capital Management
North Carolina
$4.64M 203,747 +203,747 New
SF
28
Seek First
California
$4.21M 184,788 +18,306 +11%
SFA
29
Semmax Financial Advisors
North Carolina
$4.13M 181,557 +4,492 +3%
EL
30
Essex LLC
Illinois
$3.95M 173,710 +69,240 +66%
MA
31
Mutual Advisors
Nebraska
$3.76M 165,888 +13,744 +9%
FTUS
32
Flow Traders U.S.
New York
$3.76M 165,144 +150,655 +1,040%
VST
33
Van Strum & Towne
California
$3.33M 146,398 +3,279 +2%
MAS
34
Madden Advisory Services
Florida
$3.21M 141,040 +13,217 +10%
BONH
35
Bank of New Hampshire
New Hampshire
$3.1M 136,172 +16,420 +14%
William Blair & Company
36
William Blair & Company
Illinois
$3.08M 135,174 +28,976 +27%
ACM
37
Andina Capital Management
Utah
$3.04M 133,495 -21,829 -14%
DF
38
DecisionPoint Financial
Arizona
$2.9M 128,121 -17,698 -12%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.76M 121,243 +1,792 +2%
BBWP
40
Beacon Bridge Wealth Partners
Pennsylvania
$2.75M 120,656 -6,818 -5%
AFO
41
Arrowroot Family Office
California
$2.54M 111,809 +111,809 New
AI
42
Atria Investments
North Carolina
$2.53M 111,243 -19,426 -15%
PC
43
Prairiewood Capital
North Dakota
$2.3M 100,984 +21,826 +28%
WOSD
44
WFA of San Diego
California
$2.2M 96,730 +96,730 New
CNBTD
45
Citizens National Bank Trust Department
Mississippi
$2.18M 95,779 -1,048 -1%
AssetMark Inc
46
AssetMark Inc
California
$2.09M 91,845 -3,987 -4%
CA
47
CoreCap Advisors
Michigan
$2.05M 90,162 +7,246 +9%
Creative Planning
48
Creative Planning
Kansas
$1.77M 77,651 +6,154 +9%
AWM
49
Avior Wealth Management
Nebraska
$1.68M 73,616 +398 +0.5%
Comerica Bank
50
Comerica Bank
Texas
$1.59M 69,877 -3,400 -5%
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