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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.75%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Campbell Wealth Management
Virginia
$102M
2
WWM
2
WT Wealth Management
Arizona
$10.1M
3
RIG
3
RiverFront Investment Group
Virginia
$187M
4
RJA
4
Raymond James & Associates
Florida
$51.8M
5
SLWA
5
San Luis Wealth Advisors
California
$20.5M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
MFG
2
Marmo Financial Group
Tennessee
$0
3
BlackRock
3
BlackRock
New York
$0
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.45M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$3.96M 171,720 +44,952 +35%
Mariner
27
Mariner
Kansas
$3.83M 165,948 +32,516 +24%
ASN
28
Advisory Services Network
Georgia
$3.75M 170,054 – –
FTUS
29
Flow Traders U.S.
New York
$3.64M 157,798 +157,798 New
ACM
30
AlphaStar Capital Management
North Carolina
$3.23M 140,004 +8,096 +6%
SFM
31
Signet Financial Management
New Jersey
$3.19M 138,260 -1,772 -1%
DF
32
DecisionPoint Financial
Arizona
$3.18M 137,638 -13,410 -9%
BBWP
33
Beacon Bridge Wealth Partners
Pennsylvania
$3.06M 132,782 +58,478 +79%
MA
34
Mutual Advisors
Nebraska
$2.73M 242,320 +148,480 +158%
EL
35
Essex LLC
Illinois
$2.57M 111,290 -560 -0.5%
ACM
36
Andina Capital Management
Utah
$2.4M 103,804 +11,958 +13%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.3M 99,774 +53,974 +118%
BONH
38
Bank of New Hampshire
New Hampshire
$2.2M 95,274 -1,196 -1%
CNBTD
39
Citizens National Bank Trust Department
Mississippi
$2.17M 93,932 +14 +0%
SB
40
Strategic Blueprint
Georgia
$2.01M 87,032 +846 +1%
VST
41
Van Strum & Towne
California
$1.94M 84,030 +51,790 +161%
WOSD
42
WFA of San Diego
California
$1.91M 82,884 +6,038 +8%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.85M 80,418 +22,804 +40%
NP
44
Nilsine Partners
Colorado
$1.7M 73,778 +3,090 +4%
AWM
45
Avior Wealth Management
Nebraska
$1.68M 72,758 +384 +0.5%
SA
46
Sanctuary Advisors
Indiana
$1.61M 144,230 +99,648 +224%
Comerica Bank
47
Comerica Bank
Texas
$1.55M 67,306 -1,326 -2%
NAM
48
NorthCrest Asset Manangement
Minnesota
$1.49M 64,506 +6,020 +10%
TW
49
Transform Wealth
Colorado
$1.46M 63,402 -2,858 -4%
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$1.45M 62,802 -161,478 -72%
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