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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.8M
2
CJH
Christopher J. Hasenberg
Wisconsin
+$11.6M
3
ACM
AlphaStar Capital Management
North Carolina
+$4.64M
4
Stifel Financial
Stifel Financial
Missouri
+$3.95M
5
RA
Rational Advisors
New York
+$3.79M

Top Sellers

1
SLWA
San Luis Wealth Advisors
California
-$4.06M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.89M
3
SFM
Signet Financial Management
New Jersey
-$2.64M
4
RIG
RiverFront Investment Group
Virginia
-$1.99M
5
IA
Integrity Alliance
Iowa
-$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.76M +$10.6K +466 +0.2%
ACM
27
AlphaStar Capital Management
North Carolina
$4.64M +$4.64M +203,747 New
SF
28
Seek First
California
$4.21M +$417K +18,306 +11%
SFA
29
Semmax Financial Advisors
North Carolina
$4.13M +$102K +4,492 +3%
EL
30
Essex LLC
Illinois
$3.95M +$1.58M +69,240 +66%
MA
31
Mutual Advisors
Nebraska
$3.76M +$312K +13,744 +9%
FTUS
32
Flow Traders U.S.
New York
$3.76M +$3.43M +150,655 +1,040%
VST
33
Van Strum & Towne
California
$3.33M +$74.6K +3,279 +2%
MAS
34
Madden Advisory Services
Florida
$3.21M +$301K +13,217 +10%
BONH
35
Bank of New Hampshire
New Hampshire
$3.1M +$374K +16,420 +14%
William Blair & Company
36
William Blair & Company
Illinois
$3.08M +$659K +28,976 +27%
ACM
37
Andina Capital Management
Utah
$3.04M -$497K -21,829 -14%
DF
38
DecisionPoint Financial
Arizona
$2.9M -$401K -17,698 -12%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.76M +$40.8K +1,792 +2%
BBWP
40
Beacon Bridge Wealth Partners
Pennsylvania
$2.75M -$155K -6,818 -5%
AFO
41
Arrowroot Family Office
California
$2.54M +$2.54M +111,809 New
AI
42
Atria Investments
North Carolina
$2.53M -$442K -19,426 -15%
PC
43
Prairiewood Capital
North Dakota
$2.3M +$497K +21,826 +28%
WOSD
44
WFA of San Diego
California
$2.2M +$2.2M +96,730 New
CNBTD
45
Citizens National Bank Trust Department
Mississippi
$2.18M -$23.9K -1,048 -1%
AssetMark Inc
46
AssetMark Inc
California
$2.09M -$90.7K -3,987 -4%
CA
47
CoreCap Advisors
Michigan
$2.05M +$165K +7,246 +9%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.87M +$1.87M +82,217 New
Creative Planning
49
Creative Planning
Kansas
$1.77M +$140K +6,154 +9%
AWM
50
Avior Wealth Management
Nebraska
$1.68M +$9.06K +398 +0.5%
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