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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

186 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 39 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
49
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.28B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$163M
3
SLWA
3
San Luis Wealth Advisors
California
$14.5M
4
RJA
4
Raymond James & Associates
Florida
$43.3M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$4.95M

Top Sellers

1
CWM
1
Campbell Wealth Management
Virginia
$0
2
OAJ
2
Ogorek Anthony Joseph
New York
$417K
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.2M
5
Jane Street
5
Jane Street
New York
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$3.75M 170,056 +67,746 +66%
ASN
27
Advisory Services Network
Georgia
$3.75M 170,054 +6,578 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$3.69M 167,334 +116,582 +230%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.62M 164,142 -2,344 -1%
DF
30
DecisionPoint Financial
Arizona
$3.4M 151,048 -1,446 -0.9%
OMC
31
Old Mission Capital
Illinois
$3.15M 143,020 +110,046 +334%
SFM
32
Signet Financial Management
New Jersey
$3.09M 140,032 +5,794 +4%
Mariner
33
Mariner
Kansas
$2.94M 133,432 -34,172 -20%
ACM
34
AlphaStar Capital Management
North Carolina
$2.91M 131,908 +10,680 +9%
LPL Financial
35
LPL Financial
California
$2.8M 126,768 +23,474 +23%
VA
36
Vident Advisory
Georgia
$2.62M 118,984 +118,984 New
EL
37
Essex LLC
Illinois
$2.47M 111,850 +7,330 +7%
FRA
38
FFG Retirement Advisors
Colorado
$2.39M 108,230 -16,602 -13%
BONH
39
Bank of New Hampshire
New Hampshire
$2.13M 96,470 +14,868 +18%
MA
40
Mutual Advisors
Nebraska
$2.1M 93,840 +10,542 +13%
CNBTD
41
Citizens National Bank Trust Department
Mississippi
$2.07M 93,918 -11,086 -11%
ACM
42
Andina Capital Management
Utah
$2.03M 91,846 +17,426 +23%
FFWA
43
Forthright Family Wealth Advisory
Texas
$2.01M 91,160 -3,234 -3%
SB
44
Strategic Blueprint
Georgia
$1.9M 86,186 +9,230 +12%
WOSD
45
WFA of San Diego
California
$1.69M 76,846 +76,846 New
BBWP
46
Beacon Bridge Wealth Partners
Pennsylvania
$1.64M 74,304 +16,406 +28%
AWM
47
Avior Wealth Management
Nebraska
$1.6M 72,374 +72,374 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.59M 72,112 -43,236 -37%
NP
49
Nilsine Partners
Colorado
$1.56M 70,688 +2,098 +3%
Comerica Bank
50
Comerica Bank
Texas
$1.51M 68,632 +15,340 +29%
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