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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

150 hedge funds and large institutions have $4.72B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 22 closing their positions.

Holders
150
Holders Change
+52
Holders Change %
+53.06%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
75
Increased
45
Reduced
21
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$215M
2
Bank of America
2
Bank of America
North Carolina
$19.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$13M
5
OAJ
5
Ogorek Anthony Joseph
New York
$8.42M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.29B
2
VAS
2
Valicenti Advisory Services
New York
$0
3
VIA
3
Vident Investment Advisory
Georgia
$0
4
RCIM
4
Red Cedar Investment Management
Michigan
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.18M 51,662 +30,450 +144%
BRWA
27
B. Riley Wealth Advisors
Florida
$2.16M 51,155 +51,155 New
ACM
28
AlphaStar Capital Management
North Carolina
$2.13M 50,457 +50,457 New
KV
29
Kickstand Ventures
New York
$2.05M 48,467 +48,467 New
MML Investors Services
30
MML Investors Services
Massachusetts
$1.99M 47,181 +14,171 +43%
VA
31
Vident Advisory
Georgia
$1.85M 43,944 +43,944 New
WWG
32
West Wealth Group
California
$1.66M 39,244 +39,244 New
NP
33
Nilsine Partners
Colorado
$1.47M 34,795 -608 -2%
Vanguard Group
34
Vanguard Group
Pennsylvania
$1.42M 33,573 +33,573 New
AWM
35
AE Wealth Management
Kansas
$1.33M 31,513 +31,513 New
SB
36
Strategic Blueprint
Georgia
$1.22M 28,864 +28,864 New
NAM
37
NorthCrest Asset Manangement
Minnesota
$1.21M 28,685 +28,685 New
T
38
TNF
Montana
$1.12M 27,350 +27,350 New
SFS
39
Security Financial Services
Indiana
$1.11M 26,205 +26,205 New
Mariner
40
Mariner
Kansas
$1.09M 25,762 +14,708 +133%
TW
41
Transform Wealth
Colorado
$1.08M 25,536 +166 +0.7%
FFN
42
Focus Financial Network
Minnesota
$1.05M 24,872 +24,872 New
AWM
43
Adams Wealth Management
Utah
$957K 22,666 -3,762 -14%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$944K 22,360 – –
ACM
45
Advisors Capital Management
New Jersey
$926K 21,933 +4,696 +27%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$925K 21,929 +21,929 New
HI
47
Harbour Investments
Wisconsin
$904K 21,419 +14,837 +225%
CFGS
48
Concourse Financial Group Securities
Alabama
$882K 20,899 +4,706 +29%
SWA
49
Stratos Wealth Advisors
Ohio
$809K 19,172 -1,166 -6%
WP
50
WealthPLAN Partners
Nebraska
$797K 18,889 +9,447 +100%
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