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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$142M
2
RIG
2
RiverFront Investment Group
Virginia
$190M
3
SF
3
Seek First
California
$3.74M
4
LPL Financial
4
LPL Financial
California
$7.06M
5
William Blair & Company
5
William Blair & Company
Illinois
$2.39M

Top Sellers

1
DWP
1
Destiny Wealth Partners
Florida
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.28M
3
SLWA
3
San Luis Wealth Advisors
California
$18.8M
4
Ameriprise
4
Ameriprise
Minnesota
$5.33M
5
WWM
5
WT Wealth Management
Arizona
$7.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.68M 208,579 +11,739 +6%
SFA
27
Semmax Financial Advisors
North Carolina
$3.93M 177,065 +7,356 +4%
SF
28
Seek First
California
$3.74M 166,482 +166,482 New
ACM
29
Andina Capital Management
Utah
$3.49M 155,324 -1,486 -0.9%
IA
30
Integrity Alliance
Iowa
$3.48M 155,124 +62,583 +68%
MA
31
Mutual Advisors
Nebraska
$3.41M 152,144 +27,931 +22%
DF
32
DecisionPoint Financial
Arizona
$3.28M 145,819 +10,587 +8%
VST
33
Van Strum & Towne
California
$3.21M 143,119 +7,573 +6%
AI
34
Atria Investments
North Carolina
$2.93M 130,669 -676 -0.5%
MAS
35
Madden Advisory Services
Florida
$2.87M 127,823 +34,022 +36%
BBWP
36
Beacon Bridge Wealth Partners
Pennsylvania
$2.86M 127,474 +1,232 +1%
SFM
37
Signet Financial Management
New Jersey
$2.84M 126,333 -14,146 -10%
BONH
38
Bank of New Hampshire
New Hampshire
$2.69M 119,752 +17,619 +17%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.68M 119,451 +11,643 +11%
William Blair & Company
40
William Blair & Company
Illinois
$2.39M 106,198 +65,279 +160%
EL
41
Essex LLC
Illinois
$2.35M 104,470 -3,080 -3%
CNBTD
42
Citizens National Bank Trust Department
Mississippi
$2.17M 96,827 +2,199 +2%
AssetMark Inc
43
AssetMark Inc
California
$2.15M 95,832 +33,213 +53%
SWM
44
Sculati Wealth Management
Michigan
$1.88M 83,816 +61,611 +277%
CA
45
CoreCap Advisors
Michigan
$1.86M 82,916 -81,588 -50%
PC
46
Prairiewood Capital
North Dakota
$1.78M 79,158 +9,965 +14%
Comerica Bank
47
Comerica Bank
Texas
$1.65M 73,277 +2,831 +4%
CCAM
48
Cascades Capital Asset Management
North Carolina
$1.64M 73,220 +3,521 +5%
AWM
49
Avior Wealth Management
Nebraska
$1.64M 73,218 +188 +0.3%
Creative Planning
50
Creative Planning
Kansas
$1.61M 71,497 +18,993 +36%
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