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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

65 hedge funds and large institutions have $245M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
65
Holders Change
+48
Holders Change %
+282.35%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$18.3M
2
CFG
2
Cooper Financial Group
California
$10M
3
VFM
3
Vivid Financial Management
California
$6.81M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$6.66M
5
Jane Street
5
Jane Street
New York
$8.04M

Top Sellers

1
T
1
TRUADVICE
Florida
$1.02M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$619K
4
WP
4
WealthPLAN Partners
Nebraska
$418K
5
AWM
5
Avior Wealth Management
Nebraska
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M 24,616 +24,616 New
MA
27
Mutual Advisors
Nebraska
$1.2M 23,438 +23,438 New
SB
28
Strategic Blueprint
Georgia
$1.13M 22,041 +22,041 New
HI
29
Harbour Investments
Wisconsin
$1.13M 21,921 +21,921 New
T
30
TRUADVICE
Florida
$1.02M 19,683 -48,139 -71%
UCFA
31
United Capital Financial Advisors
Texas
$1.01M 19,711 +300 +2%
CFD
32
Creative Financial Designs
Indiana
$949K 18,482 +18,482 New
BSB
33
Bangor Savings Bank
Maine
$926K 18,020 -530 -3%
FWP
34
Firethorn Wealth Partners
Georgia
$893K 17,391 +17,391 New
CAS
35
Cascadia Advisory Services
Oregon
$684K 13,322 +13,322 New
TFA
36
Teamwork Financial Advisors
Texas
$670K 13,050 +13,050 New
RFG
37
Range Financial Group
Oregon
$651K 12,683 +12,683 New
NL
38
NWAM LLC
Washington
$646K 12,572 +12,572 New
TCA
39
Transcend Capital Advisors
New Jersey
$628K 12,201 +12,201 New
KWM
40
Kingsview Wealth Management
Oregon
$619K 12,041 -955 -7%
BTWM
41
Baker Tilly Wealth Management
Wisconsin
$560K 10,895 +10,895 New
Osaic Holdings
42
Osaic Holdings
Arizona
$470K 9,159 +9,159 New
WFC
43
Western Financial Corp
California
$458K 8,918 +8,918 New
WP
44
WealthPLAN Partners
Nebraska
$418K 8,065 -934 -10%
PFA
45
Pinnacle Family Advisors
Missouri
$401K 7,806 +7,806 New
IWS
46
Insight Wealth Strategies
California
$386K 7,521 +7,521 New
IAN
47
Integrated Advisors Network
Texas
$363K 7,063 +7,063 New
BFA
48
Beacon Financial Advisory
Ohio
$298K 5,802 +5,802 New
OMC
49
Old Mission Capital
Illinois
$259K 5,050 +5,050 New
WP
50
WealthSource Partners
California
$247K 4,800 +4,800 New
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2
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