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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

206 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 10 reducing their positions, and 23 closing their positions.

Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
47
Increased
148
Reduced
10
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Campbell Wealth Management
Virginia
$125M
2
LAM
2
L2 Asset Management
Massachusetts
$13.8M
3
DWP
3
Destiny Wealth Partners
Florida
$12.3M
4
BFG
4
Bouchey Financial Group
New York
$23.8M
5
GB
5
Gunma Bank
Japan
$12.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$666M
2
WWM
2
WT Wealth Management
Arizona
$9.89M
3
SFA
3
Semmax Financial Advisors
North Carolina
$3.76M
4
RA
4
Rational Advisors
New York
$9.31M
5
RIG
5
RiverFront Investment Group
Virginia
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$1.61M 73,030 +36,651 +101%
SC
52
Savant Capital
Illinois
$1.61M 72,840 +72,840 New
NP
53
Nilsine Partners
Colorado
$1.6M 72,549 +35,660 +97%
Comerica Bank
54
Comerica Bank
Texas
$1.55M 70,446 +36,793 +109%
CCAM
55
Cascades Capital Asset Management
North Carolina
$1.54M 69,699 +49,029 +237%
PC
56
Prairiewood Capital
North Dakota
$1.53M 69,193 +45,312 +190%
AFO
57
Arrowroot Family Office
California
$1.42M 64,276 +36,272 +130%
NAM
58
NorthCrest Asset Manangement
Minnesota
$1.42M 64,229 +31,976 +99%
AssetMark Inc
59
AssetMark Inc
California
$1.38M 62,619 +36,039 +136%
TW
60
Transform Wealth
Colorado
$1.34M 60,843 +29,142 +92%
GM
61
GeoWealth Management
Illinois
$1.32M 60,032 +29,566 +97%
ACM
62
Advisors Capital Management
New Jersey
$1.32M 59,915 +31,507 +111%
CW
63
CreativeOne Wealth
Kansas
$1.24M 56,017 +44,609 +391%
CFG
64
Certior Financial Group
Pennsylvania
$1.17M 52,983 +52,983 New
Creative Planning
65
Creative Planning
Kansas
$1.16M 52,504 +24,050 +85%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.04M 47,050 +26,668 +131%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$997K 45,193 +45,193 New
PFA
68
Pinnacle Family Advisors
Missouri
$996K 45,151 +26,648 +144%
IIA
69
Integral Investment Advisors
California
$970K 43,957 +27,784 +172%
Morgan Stanley
70
Morgan Stanley
New York
$907K 41,096 +22,726 +124%
William Blair & Company
71
William Blair & Company
Illinois
$903K 40,919 +40,736 +22,260%
WA
72
Waverly Advisors
Alabama
$872K 39,522 +24,397 +161%
PCWA
73
Pacific Capital Wealth Advisors
California
$803K 36,385 +18,487 +103%
Jane Street
74
Jane Street
New York
$760K 34,453 +7,088 +26%
OPS
75
Orion Portfolio Solutions
Nebraska
$749K 33,923 +13,819 +69%
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