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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

57 hedge funds and large institutions have $297M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
16
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Campbell Wealth Management
Virginia
$11.6M
2
Charles Schwab
2
Charles Schwab
California
$244M
3
AWM
3
Adams Wealth Management
Utah
$4.75M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.36M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$797K

Top Sellers

1
CST
1
Charles Schwab Trust
Nevada
$2.95M
2
Jane Street
2
Jane Street
New York
$10.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CC
4
Copperleaf Capital
North Carolina
$659K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
C1AG
26
Client 1st Advisory Group
Florida
$260K 6,179 +6,179 New
RIM
27
Rockbridge Investment Management
New York
$252K 6,006 – –
SPAS
28
Spectrum Planning & Advisory Services
California
$232K 5,521 +5,521 New
MHB
29
Midwest Heritage Bank
Iowa
$224K 5,329 -135 -2%
VST
30
Van Strum & Towne
California
$217K 5,165 -405 -7%
CAN
31
Cetera Advisor Networks
California
$208K 4,941 +4,941 New
CA
32
CoreCap Advisors
Michigan
$207K 4,934 +65 +1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$178K 4,256 +4,256 New
HI
34
Harbour Investments
Wisconsin
$169K 3,791 – –
Morgan Stanley
35
Morgan Stanley
New York
$162K 3,860 +1,915 +98%
BSB
36
Bangor Savings Bank
Maine
$152K 3,607 -72 -2%
BAM
37
Belpointe Asset Management
Nevada
$129K 3,068 +3,068 New
UBS Group
38
UBS Group
Switzerland
$126K 2,991 +2,991 New
Osaic Holdings
39
Osaic Holdings
Arizona
$124K 2,952 +737 +33%
RIA
40
Realta Investment Advisors
Delaware
$88K 2,100 +2,100 New
Wells Fargo
41
Wells Fargo
California
$62K 1,479 – –
WWP
42
WR Wealth Planners
Missouri
$43.5K 1,035 -163 -14%
AF
43
Advisornet Financial
Minnesota
$41K 966 +170 +21%
SC
44
Stephens Consulting
Michigan
$40.4K 961 +961 New
HWMA
45
Heritage Wealth Management (Arizona)
Arizona
$34K 816 -569 -41%
OLVIG
46
Oliver Lagore Vanvalin Investment Group
Michigan
$14K 340 +340 New
BLC
47
Brown, Lisle/Cummings
Rhode Island
$13K 310 +310 New
IA
48
IFP Advisors
Florida
$13K 227 -1 -0.4%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$13K 303 +303 New
SAM
50
Strategic Asset Management
Minnesota
$11K 3,259 +3,259 New
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