SCHI icon

Schwab 5-10 Year Corporate Bond ETF

98 hedge funds and large institutions have $4.91B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+46
Holders Change %
+88.46%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
26
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWP
76
WR Wealth Planners
Missouri
$14.6K 332 -504 -60%
RG
77
Retirement Group
California
$14.1K 320
BLC
78
Brown, Lisle/Cummings
Rhode Island
$13.7K 310
CWA
79
Clearview Wealth Advisors
Oregon
$10.7K 242 +2 +0.8%
Citigroup
80
Citigroup
New York
$8.94K 203 +203 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$8K 171 +171 New
FWP
82
FAS Wealth Partners
Kansas
$7.31K 166 +166 New
ANBT
83
American National Bank & Trust
Texas
$7.05K 160 +160 New
NCM
84
Northwest Capital Management
Oregon
$6.3K 143 +143 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K 143 +143 New
EWP
86
Elevation Wealth Partners
California
$5.46K 124 +124 New
TFP
87
Tilia Fiduciary Partners
North Carolina
$5.11K 116
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.76K 108 +108 New
Wells Fargo
89
Wells Fargo
California
$4.32K 98 +98 New
PO
90
Private Ocean
California
$3.97K 90 +90 New
HWA
91
HHM Wealth Advisors
Tennessee
$3.26K 74 +74 New
FMP
92
Financial Management Professionals
Texas
$3K 63
AC
93
AlphaCore Capital
California
$2.6K 59 +59 New
GRP
94
Global Retirement Partners
California
$1.81K 41 +41 New
GWM
95
Geneos Wealth Management
Colorado
$1.72K 39 +39 New
SMA
96
Sage Mountain Advisors
Georgia
$1.72K 39 +39 New
S
97
SignatureFD
Georgia
$1.1K 25
WWM
98
Wagner Wealth Management
South Carolina
$176 4 +1 +33%
AWM
99
Aspire Wealth Management
Massachusetts
$135 3
BAM
100
Belpointe Asset Management
Nevada
-1,263 Closed