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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

183 hedge funds and large institutions have $5.96B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 39 closing their positions.

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
57
Increased
68
Reduced
42
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$172M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$147M
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.95B
4
CWM
4
Campbell Wealth Management
Virginia
$92.7M
5
RJA
5
Raymond James & Associates
Florida
$34.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.33M
2
BlackRock
2
BlackRock
New York
$6.51M
3
PWMG
3
Pinnacle Wealth Management Group
Michigan
$576K
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$2.27M
5
APW
5
Austin Private Wealth
Texas
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.3M 96,669 +87,705 +978%
Mariner
27
Mariner
Kansas
$3.73M 83,802 +10,242 +14%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.7M 83,243 +83,243 New
ASN
29
Advisory Services Network
Georgia
$3.64M 81,738 +6,612 +9%
CAN
30
Cetera Advisor Networks
California
$3.58M 80,391 +1,869 +2%
DF
31
DecisionPoint Financial
Arizona
$3.3M 76,247 -2,215 -3%
SFM
32
Signet Financial Management
New Jersey
$2.99M 67,119 +2,838 +4%
FRA
33
FFG Retirement Advisors
Colorado
$2.78M 62,416 -23,057 -27%
ACM
34
AlphaStar Capital Management
North Carolina
$2.7M 60,614 +5,655 +10%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.57M 57,674 +45,955 +392%
CNBTD
36
Citizens National Bank Trust Department
Mississippi
$2.34M 52,502 +715 +1%
EL
37
Essex LLC
Illinois
$2.33M 52,260 +200 +0.4%
LPL Financial
38
LPL Financial
California
$2.3M 51,647 +37,499 +265%
HGWM
39
Horst & Graben Wealth Management
Oregon
$2.27M 50,941 -88,226 -63%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.16M 51,155 -3,371 -6%
FFWA
41
Forthright Family Wealth Advisory
Texas
$2.1M 47,197 +3,279 +7%
MA
42
Mutual Advisors
Nebraska
$1.85M 41,649 +32,146 +338%
BONH
43
Bank of New Hampshire
New Hampshire
$1.82M 40,801 +29,499 +261%
SB
44
Strategic Blueprint
Georgia
$1.71M 38,478 -20,952 -35%
ACM
45
Andina Capital Management
Utah
$1.66M 37,210 +37,210 New
APW
46
Austin Private Wealth
Texas
$1.62M 36,760 -68,575 -65%
SFA
47
Source Financial Advisors
New York
$1.53M 34,340 +34,340 New
GM
48
GeoWealth Management
Illinois
$1.53M 34,340 +34,340 New
NP
49
Nilsine Partners
Colorado
$1.53M 34,295 -1,084 -3%
Vanguard Group
50
Vanguard Group
Pennsylvania
$1.49M 33,600 +27 +0.1%
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