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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

206 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 10 reducing their positions, and 23 closing their positions.

Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
47
Increased
148
Reduced
10
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Campbell Wealth Management
Virginia
$125M
2
LAM
2
L2 Asset Management
Massachusetts
$13.8M
3
DWP
3
Destiny Wealth Partners
Florida
$12.3M
4
BFG
4
Bouchey Financial Group
New York
$23.8M
5
GB
5
Gunma Bank
Japan
$12.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$666M
2
WWM
2
WT Wealth Management
Arizona
$9.89M
3
SFA
3
Semmax Financial Advisors
North Carolina
$3.76M
4
RA
4
Rational Advisors
New York
$9.31M
5
RIG
5
RiverFront Investment Group
Virginia
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$5.28M 239,087 +67,367 +39%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.34M 196,840 +24,124 +14%
BRWA
28
B. Riley Wealth Advisors
Florida
$4.34M 196,829 -85,779 -30%
Mariner
29
Mariner
Kansas
$4.03M 182,462 +16,514 +10%
VA
30
Vident Advisory
Georgia
$3.98M 180,356 +180,356 New
SFA
31
Semmax Financial Advisors
North Carolina
$3.76M 169,709 -403,057 -70%
CA
32
CoreCap Advisors
Michigan
$3.63M 164,504 +115,818 +238%
ACM
33
Andina Capital Management
Utah
$3.46M 156,810 +53,006 +51%
SFM
34
Signet Financial Management
New Jersey
$3.1M 140,479 +2,219 +2%
VST
35
Van Strum & Towne
California
$2.99M 135,546 +51,516 +61%
DF
36
DecisionPoint Financial
Arizona
$2.98M 135,232 -2,406 -2%
AI
37
Atria Investments
North Carolina
$2.9M 131,345 +95,947 +271%
BBWP
38
Beacon Bridge Wealth Partners
Pennsylvania
$2.79M 126,242 -6,540 -5%
MA
39
Mutual Advisors
Nebraska
$2.74M 124,213 -118,107 -49%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.38M 107,808 +27,390 +34%
EL
41
Essex LLC
Illinois
$2.37M 107,550 -3,740 -3%
BONH
42
Bank of New Hampshire
New Hampshire
$2.25M 102,133 +6,859 +7%
VBFP
43
Valtinson Bruner Financial Planning
Minnesota
$2.21M 100,007 +37,205 +59%
CNBTD
44
Citizens National Bank Trust Department
Mississippi
$2.09M 94,628 +696 +0.7%
MAS
45
Madden Advisory Services
Florida
$2.07M 93,801 +42,625 +83%
IA
46
Integrity Alliance
Iowa
$2.04M 92,541 +92,541 New
CI
47
CacheTech Inc
Utah
$1.92M 87,078 +28,570 +49%
SA
48
Sanctuary Advisors
Indiana
$1.73M 77,612 -66,618 -46%
RL
49
Retireful LLC
Michigan
$1.73M 78,200 +78,200 New
AWM
50
Adams Wealth Management
Utah
$1.7M 76,853 +18,345 +31%
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