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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

45 hedge funds and large institutions have $299M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
10
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$249M
2
Jane Street
2
Jane Street
New York
$17M
3
CST
3
Charles Schwab Trust
Nevada
$9.27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.99M
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$895K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$200K
2
MG
2
MilWealth Group
Wisconsin
$177K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.38M
4
C1AG
4
Client 1st Advisory Group
Florida
$0
5
VST
5
Van Strum & Towne
California
$248K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$169K 3,791 +3,791 New
BSB
27
Bangor Savings Bank
Maine
$164K 3,679 -3,012 -45%
CFD
28
Creative Financial Designs
Indiana
$108K 2,424 – –
Osaic Holdings
29
Osaic Holdings
Arizona
$99K 2,215 – –
Morgan Stanley
30
Morgan Stanley
New York
$87K 1,945 +634 +48%
Wells Fargo
31
Wells Fargo
California
$66K 1,479 – –
HWMA
32
Heritage Wealth Management (Arizona)
Arizona
$61.7K 1,385 -88 -6%
WWP
33
WR Wealth Planners
Missouri
$53.4K 1,198 -562 -32%
CTC
34
Central Trust Company
Missouri
$36K 798 +798 New
AF
35
Advisornet Financial
Minnesota
$35K 796 -446 -36%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$22K 487 – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$12K 267 -512 -66%
IA
38
IFP Advisors
Florida
$12K 228 – –
RG
39
Retirement Group
California
$12K 270 – –
BA
40
Ballast Advisors
Minnesota
$10K 224 +224 New
CWA
41
Clearview Wealth Advisors
Oregon
$9K 191 +1 +0.5%
AWM
42
Aspire Wealth Management
Massachusetts
$8K 169 -87 -34%
FA
43
Fortis Advisors
Pennsylvania
$3K 74 +1 +1%
AWM
44
Avior Wealth Management
Nebraska
$2K 55 -24 -30%
C1AG
45
Client 1st Advisory Group
Florida
– – -10,411 Closed
CAI
46
Capital Advisors Inc
Oklahoma
– – -4,791 Closed
UBS Group
47
UBS Group
Switzerland
– – -790 Closed
HFS
48
Hantz Financial Services
Michigan
– – -202 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$0 4 +4 New
1
2