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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

183 hedge funds and large institutions have $5.96B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 39 closing their positions.

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
57
Increased
68
Reduced
42
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$172M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$147M
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.95B
4
CWM
4
Campbell Wealth Management
Virginia
$92.7M
5
RJA
5
Raymond James & Associates
Florida
$34.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.33M
2
BlackRock
2
BlackRock
New York
$6.51M
3
PWMG
3
Pinnacle Wealth Management Group
Michigan
$576K
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$2.27M
5
APW
5
Austin Private Wealth
Texas
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
51
Transform Wealth
Colorado
$1.37M 30,825 +1,342 +5%
Cerity Partners
52
Cerity Partners
New York
$1.31M 29,454 +29,454 New
BBWP
53
Beacon Bridge Wealth Partners
Pennsylvania
$1.29M 28,949 +6,425 +29%
NAM
54
NorthCrest Asset Manangement
Minnesota
$1.28M 28,852 +313 +1%
CWM
55
CIBC World Markets
New York
$1.2M 26,942 +26,942 New
Comerica Bank
56
Comerica Bank
Texas
$1.19M 26,646 +26,646 New
Citadel Advisors
57
Citadel Advisors
Florida
$1.13M 25,376 +8,253 +48%
ACM
58
Advisors Capital Management
New Jersey
$1.09M 24,487 +1,389 +6%
PA
59
PFG Advisors
Arizona
$993K 22,323 -4,943 -18%
Osaic Holdings
60
Osaic Holdings
Arizona
$968K 21,749 -9,840 -31%
GC
61
Gratus Capital
Georgia
$928K 20,861 -1,414 -6%
OWA
62
One Wealth Advisors
California
$897K 20,165 -50,340 -71%
AWM
63
Adams Wealth Management
Utah
$811K 18,239 +1,818 +11%
Renaissance Technologies
64
Renaissance Technologies
New York
$805K 18,096 +3,396 +23%
WS
65
Wedbush Securities
California
$761K 17,097 +17,097 New
PWM
66
Perigon Wealth Management
California
$752K 16,898 +16,898 New
OMC
67
Old Mission Capital
Illinois
$734K 16,487 +5,393 +49%
T
68
TNF
Montana
$733K 16,925 -13,049 -44%
Creative Planning
69
Creative Planning
Kansas
$720K 16,188 +2,686 +20%
PC
70
Prairiewood Capital
North Dakota
$718K 16,147 +6,320 +64%
AFO
71
Arrowroot Family Office
California
$701K 15,761 +3,826 +32%
VST
72
Van Strum & Towne
California
$670K 15,062 +2,115 +16%
BCI
73
Brinker Capital Investments
Pennsylvania
$666K 14,960 +300 +2%
OPS
74
Orion Portfolio Solutions
Nebraska
$666K 14,960 +300 +2%
CFD
75
Creative Financial Designs
Indiana
$649K 14,581 -4,629 -24%
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