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Schwab 5-10 Year Corporate Bond ETF

SCHI

Market cap $11.5B

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 31 closing their positions.

New

Increased

Maintained

Reduced

Closed

107% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 43

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

2% more funds holding

Funds holding: 187 → 190 (+3)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

86% less capital invested

Capital invested by funds: $5.97B → $861M (-$5.11B)

157.59% less ownership

Funds ownership: 181.26% → 23.67% (-158%)

Holders

190

Holders Change

Holders Change %

+1.6%

% of All Funds

2.73%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.09%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	CWM Campbell Wealth Management Alexandria, Virginia	+$100M
2	WWM WT Wealth Management Scottsdale, Arizona	+$20.2M
3	RIG RiverFront Investment Group Richmond, Virginia	+$9.53M
4	SFA Semmax Financial Advisors Winston Salem, North Carolina	+$6.85M
5	RJA Raymond James & Associates St Petersburg, Florida	+$6.41M

Top Sellers

1	Charles Schwab San Francisco, California	-$5.28B
2	MFG Marmo Financial Group Johnson City, Tennessee	-$6.12M
3	BlackRock New York	-$5.39M
4	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	-$3.66M
5	OMC Old Mission Capital Chicago, Illinois	-$3.15M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 LPL Financial San Diego, California	$3.96M	+$1.02M	+44,952	+35%
27	27 Mariner Overland Park, Kansas	$3.83M	+$737K	+32,516	+24%
28	ASN 28 Advisory Services Network Atlanta, Georgia	$3.75M	–	–	–
29	FTUS 29 Flow Traders U.S. New York	$3.64M	+$3.58M	+157,798	New
30	ACM 30 AlphaStar Capital Management Cornelius, North Carolina	$3.23M	+$184K	+8,096	+6%
31	SFM 31 Signet Financial Management Parsippany, New Jersey	$3.19M	-$40.2K	-1,772	-1%
32	DF 32 DecisionPoint Financial Mesa, Arizona	$3.18M	-$304K	-13,410	-9%
33	BBWP 33 Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$3.06M	+$1.33M	+58,478	+79%
34	MA 34 Mutual Advisors Omaha, Nebraska	$2.73M	+$3.37M	+148,480	+158%
35	EL 35 Essex LLC Deer Park, Illinois	$2.57M	-$12.7K	-560	-0.5%
36	ACM 36 Andina Capital Management Lehi, Utah	$2.4M	+$271K	+11,958	+13%
37	37 Renaissance Technologies New York	$2.3M	+$1.22M	+53,974	+118%
38	BONH 38 Bank of New Hampshire Laconia, New Hampshire	$2.2M	-$27.1K	-1,196	-1%
39	CNBTD 39 Citizens National Bank Trust Department Meridian, Mississippi	$2.17M	+$317	+14	+0%
40	SB 40 Strategic Blueprint Atlanta, Georgia	$2.01M	+$19.2K	+846	+1%
41	VST 41 Van Strum & Towne San Francisco, California	$1.94M	+$1.17M	+51,790	+161%
42	WOSD 42 WFA of San Diego San Diego, California	$1.91M	+$137K	+6,038	+8%
43	43 HighTower Advisors Chicago, Illinois	$1.85M	+$517K	+22,804	+40%
44	NP 44 Nilsine Partners Greenwood Village, Colorado	$1.7M	+$70.1K	+3,090	+4%
45	AWM 45 Avior Wealth Management Omaha, Nebraska	$1.68M	+$8.71K	+384	+0.5%
46	SA 46 Sanctuary Advisors Indianapolis, Indiana	$1.61M	+$2.26M	+99,648	+224%
47	47 Comerica Bank Dallas, Texas	$1.55M	-$30.1K	-1,326	-2%
48	NAM 48 NorthCrest Asset Manangement Plymouth, Minnesota	$1.49M	+$136K	+6,020	+10%
49	TW 49 Transform Wealth Greenwood Village, Colorado	$1.46M	-$64.8K	-2,858	-4%
50	VBFP 50 Valtinson Bruner Financial Planning New Brighton, Minnesota	$1.45M	-$3.66M	-161,478	-72%