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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.86B
2
BFG
2
Bouchey Financial Group
New York
$15.4M
3
Charles Schwab
3
Charles Schwab
California
$242M
4
BlackRock
4
BlackRock
New York
$15.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.28M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$527K
2
Jane Street
2
Jane Street
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$844K
4
OMC
4
Old Mission Capital
Illinois
$499K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
AlphaStar Capital Management
North Carolina
$2.47M 54,959 +4,502 +9%
BRWA
27
B. Riley Wealth Advisors
Florida
$2.45M 54,526 +3,371 +7%
EL
28
Essex LLC
Illinois
$2.34M 52,060 +52,060 New
CNBTD
29
Citizens National Bank Trust Department
Mississippi
$2.33M 51,787 -380 -0.7%
VA
30
Vident Advisory
Georgia
$1.99M 44,308 +364 +0.8%
FFWA
31
Forthright Family Wealth Advisory
Texas
$1.97M 43,918 +43,918 New
WWG
32
West Wealth Group
California
$1.8M 40,044 +800 +2%
NP
33
Nilsine Partners
Colorado
$1.59M 35,379 +584 +2%
Stifel Financial
34
Stifel Financial
Missouri
$1.55M 34,471 +34,471 New
Vanguard Group
35
Vanguard Group
Pennsylvania
$1.51M 33,573 – –
Osaic Holdings
36
Osaic Holdings
Arizona
$1.42M 31,589 -20,073 -39%
Morgan Stanley
37
Morgan Stanley
New York
$1.37M 30,470 +18,367 +152%
T
38
TNF
Montana
$1.34M 29,974 +2,624 +10%
TW
39
Transform Wealth
Colorado
$1.32M 29,483 +3,947 +15%
NAM
40
NorthCrest Asset Manangement
Minnesota
$1.28M 28,539 -146 -0.5%
SFS
41
Security Financial Services
Indiana
$1.28M 28,512 +2,307 +9%
PA
42
PFG Advisors
Arizona
$1.23M 27,266 +14,576 +115%
FFN
43
Focus Financial Network
Minnesota
$1.17M 25,957 +1,085 +4%
HI
44
Harbour Investments
Wisconsin
$1.09M 24,192 +2,773 +13%
ACM
45
Advisors Capital Management
New Jersey
$1.04M 23,098 +1,165 +5%
MFA
46
Mayflower Financial Advisors
Massachusetts
$1.03M 22,922 +9,816 +75%
BBWP
47
Beacon Bridge Wealth Partners
Pennsylvania
$1.01M 22,524 +17,523 +350%
GC
48
Gratus Capital
Georgia
$1M 22,275 +22,275 New
WP
49
WealthPLAN Partners
Nebraska
$975K 21,692 +2,803 +15%
MLA
50
My Legacy Advisors
Oregon
$942K 21,022 +1,665 +9%
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