SCHI icon

Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

220 hedge funds and large institutions have $968M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
44
Increased
76
Reduced
66
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$165M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$11.6M
3
ACM
3
AlphaStar Capital Management
North Carolina
$4.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.5M
5
RA
5
Rational Advisors
New York
$12.5M

Top Sellers

1
SLWA
1
San Luis Wealth Advisors
California
$14.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$167M
3
SFM
3
Signet Financial Management
New Jersey
$234K
4
RIG
4
RiverFront Investment Group
Virginia
$190M
5
IA
5
Integrity Alliance
Iowa
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
Integrity Alliance
Iowa
$1.57M 68,989 -86,135 -56%
CFG
52
Certior Financial Group
Pennsylvania
$1.52M 66,819 +2,909 +5%
CW
53
CreativeOne Wealth
Kansas
$1.43M 62,636 -3,935 -6%
ACM
54
Advisors Capital Management
New Jersey
$1.41M 62,077 -115 -0.2%
SC
55
Savant Capital
Illinois
$1.4M 61,303 -6,464 -10%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.36M 59,874 +8,172 +16%
GM
57
GeoWealth Management
Illinois
$1.29M 56,795 -2,210 -4%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.22M 53,882 -3,070 -5%
ANBT
59
American National Bank & Trust
Texas
$1.19M 52,372 +17,447 +50%
SWM
60
Sculati Wealth Management
Michigan
$1.14M 50,258 -33,558 -40%
Citadel Advisors
61
Citadel Advisors
Florida
$1.13M 49,751 +24,464 +97%
IIA
62
Integral Investment Advisors
California
$1.12M 49,159 -86 -0.2%
PFA
63
Pinnacle Family Advisors
Missouri
$1.11M 48,911 +803 +2%
CWM
64
CIBC World Markets
New York
$1.11M 48,703 +16,247 +50%
Renaissance Technologies
65
Renaissance Technologies
New York
$1.04M 45,800 +45,800 New
BCI
66
Brinker Capital Investments
Pennsylvania
$877K 38,554 -296 -0.8%
WA
67
Waverly Advisors
Alabama
$869K 38,200 -8,024 -17%
Corient Private Wealth
68
Corient Private Wealth
Florida
$865K 37,984 +23,078 +155%
Morgan Stanley
69
Morgan Stanley
New York
$846K 37,171 -3,518 -9%
MHR
70
Matthew Hamilton Rosenberg
$795K 34,909 +30,778 +745%
BWA
71
Bestgate Wealth Advisors
Maryland
$790K 35,158 – –
CIBC World Market
72
CIBC World Market
Ontario, Canada
$717K 31,500 – –
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$711K 31,256 -825 -3%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$685K 30,107 -25 -0.1%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$639K 28,089 +28,089 New
1 2
3
4 5