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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 %
HIIFS
76
Harel Insurance Investments & Financial Services
Israel
$629K 27,638 +3,607 +15%
Citigroup
77
Citigroup
New York
$601K 26,397 +15,385 +140%
FA
78
Flagstar Advisors
New York
$595K 26,126 -5,758 -18%
MSR
79
Main Street Research
Connecticut
$592K 26,009 +10,105 +64%
JF
80
Joule Financial
Kentucky
$576K 25,325 – –
HF
81
HRT Financial
New York
$575K 25,288 -13,140 -34%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$574K 25,212 -13,947 -36%
Osaic Holdings
83
Osaic Holdings
Arizona
$565K 25,416 +1,971 +8%
CFD
84
Creative Financial Designs
Indiana
$561K 24,658 +5,335 +28%
PCWA
85
Pacific Capital Wealth Advisors
California
$559K 24,761 -11,627 -32%
CKAIS
86
Christensen King & Associates Investment Services
Washington
$552K 24,239 +667 +3%
PWM
87
Prosperity Wealth Management
California
$524K 23,020 +23,020 New
DC
88
Davenport & Co
Virginia
$518K 22,770 -1,020 -4%
P
89
&Partners
Tennessee
$517K 22,712 +324 +1%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$503K 22,098 +619 +3%
LFG
91
Larson Financial Group
Missouri
$475K 20,866 +10,776 +107%
CWM
92
Congress Wealth Management
Massachusetts
$475K 20,859 +46 +0.2%
AAS
93
Asset Allocation Strategies
Michigan
$470K 20,630 -554 -3%
VA
94
Valmark Advisers
Ohio
$461K 20,256 – –
CCG
95
Ceeto Capital Group
Florida
$455K 20,000 – –
WCM
96
WealthBridge Capital Management
Ohio
$450K 19,756 -414 -2%
LGA
97
Lebenthal Global Advisors
New York
$449K 19,742 +19,742 New
MCC
98
Money Concepts Capital
Florida
$445K 19,571 +6,871 +54%
BCM
99
Brookstone Capital Management
Illinois
$434K 19,085 +19,085 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$416K 18,280 +3,516 +24%
2 3
4
5 6