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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

44 hedge funds and large institutions have $227M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
8
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$187M
2
WFA
2
WestHill Financial Advisors
California
$9.65M
3
VST
3
Van Strum & Towne
California
$1.2M
4
Creative Planning
4
Creative Planning
Kansas
$356K
5
T
5
TNF
Montana
$340K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.68M
2
Jane Street
2
Jane Street
New York
$966K
3
AWM
3
AE Wealth Management
Kansas
$385K
4
C1AG
4
Client 1st Advisory Group
Florida
$936K
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$327K 6,260 -678 -10%
SB
27
Strategic Blueprint
Georgia
$295K 5,650 -13,641 -71%
PA
28
PFG Advisors
Arizona
$275K 5,265 -229 -4%
HI
29
Harbour Investments
Wisconsin
$257K 4,916 +9 +0.2%
CFG
30
Cooper Financial Group
California
$213K 4,075 -964 -19%
MML Investors Services
31
MML Investors Services
Massachusetts
$207K 3,974 -2,402 -38%
CFA
32
Cahill Financial Advisors
Minnesota
$182K 3,492 -992 -22%
CFD
33
Creative Financial Designs
Indiana
$175K 3,348 -266 -7%
HWMA
34
Heritage Wealth Management (Arizona)
Arizona
$124K 2,375 -2,307 -49%
Wells Fargo
35
Wells Fargo
California
$117K 2,241 +2,241 New
Bank of America
36
Bank of America
North Carolina
$108K 2,068 -506 -20%
AF
37
Advisornet Financial
Minnesota
$106K 2,035 -1,084 -35%
Morgan Stanley
38
Morgan Stanley
New York
$68K 1,311 – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$25K 487 -5,385 -92%
CWA
40
Clearview Wealth Advisors
Oregon
$23K 438 +2 +0.5%
FA
41
Fortis Advisors
Pennsylvania
$8K 162 +1 +0.6%
AWM
42
Avior Wealth Management
Nebraska
$4K 85 -456 -84%
BIA
43
Bell Investment Advisors
California
$3K 57 +57 New
IA
44
IFP Advisors
Florida
$2K 33 -187 -85%
SWA
45
Stratos Wealth Advisors
Ohio
– – -21,358 Closed
HGWM
46
Horst & Graben Wealth Management
Oregon
– – -6,456 Closed
5L
47
55I LLC
Massachusetts
– – -4,377 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2