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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

54 hedge funds and large institutions have $192M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 17 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
11
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CST
1
Charles Schwab Trust
Nevada
$7.03M
2
DF
2
DecisionPoint Financial
Arizona
$3.37M
3
CNBTD
3
Citizens National Bank Trust Department
Mississippi
$1.61M
4
ASN
4
Advisory Services Network
Georgia
$1.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.13M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$141M
2
Jane Street
2
Jane Street
New York
$2.98M
3
AWM
3
Adams Wealth Management
Utah
$2.17M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.09M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$2K 55 +55 New
First Manhattan
52
First Manhattan
New York
$1.72K 40 – –
AWM
53
Avior Wealth Management
Nebraska
$775 18 -24 -57%
WWM
54
Wagner Wealth Management
South Carolina
$86 2 +2 New
HGWM
55
Horst & Graben Wealth Management
Oregon
– – -18,966 Closed
CC
56
Copperleaf Capital
North Carolina
– – -15,673 Closed
APW
57
Austin Private Wealth
Texas
– – -14,140 Closed
WWG
58
West Wealth Group
California
– – -11,570 Closed
OWA
59
One Wealth Advisors
California
– – -10,668 Closed
T
60
TNF
Montana
– – -9,919 Closed
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
– – -6,659 Closed
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
– – -6,621 Closed
SPAS
63
Spectrum Planning & Advisory Services
California
– – -5,521 Closed
CAN
64
Cetera Advisor Networks
California
– – -4,941 Closed
UBS Group
65
UBS Group
Switzerland
– – -2,991 Closed
Wells Fargo
66
Wells Fargo
California
– – -1,479 Closed
SC
67
Stephens Consulting
Michigan
– – -961 Closed
OLVIG
68
Oliver Lagore Vanvalin Investment Group
Michigan
– – -340 Closed
BFEC
69
Benjamin F. Edwards & Company
Missouri
– – -303 Closed
BlackRock
70
BlackRock
New York
– – -235 Closed
SWM
71
Spire Wealth Management
Virginia
– – -72 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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