SCHI icon

Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SF
76
Schaeffer Financial
Maryland
$472K 10,492 +10,492 New
VA
77
Valmark Advisers
Ohio
$457K 10,176 +48 +0.5%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$447K 9,953 +263 +3%
PC
79
Prairiewood Capital
North Dakota
$442K 9,827 +9,827 New
SAW
80
Signal Advisors Wealth
Michigan
$440K 9,794 +9,794 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$436K 9,701 +4,441 +84%
RA
82
RFG Advisory
Alabama
$432K 9,603 +9,603 New
CKAIS
83
Christensen King & Associates Investment Services
Washington
$429K 9,541 +9,541 New
MA
84
Mutual Advisors
Nebraska
$427K 9,503 +9,503 New
MAM
85
Meeder Asset Management
Ohio
$407K 9,064 +9,064 New
RJFSA
86
Raymond James Financial Services Advisors
Florida
$403K 8,964 +4,144 +86%
SFA
87
Sequoia Financial Advisors
Ohio
$403K 8,959 -4,613 -34%
FA
88
FC Advisory
Pennsylvania
$392K 8,731 +22 +0.3%
SPAS
89
Spectrum Planning & Advisory Services
California
$391K 8,700 +3,708 +74%
WFC
90
Western Financial Corp
California
$385K 8,572 +3,008 +54%
CWA
91
Clearview Wealth Advisors
Oregon
$380K 8,456 +1,641 +24%
HighTower Advisors
92
HighTower Advisors
Illinois
$380K 8,405 +1,509 +22%
MWM
93
Maripau Wealth Management
Indiana
$364K 8,107 +132 +2%
CCFM
94
Clear Creek Financial Management
Washington
$337K 7,509 +7,509 New
FWP
95
Firethorn Wealth Partners
Georgia
$330K 7,335 +596 +9%
SPI
96
Sutton Place Investors
New York
$313K 6,957 +848 +14%
PCIA
97
Prime Capital Investment Advisors
Kansas
$307K 6,826 +856 +14%
GRP
98
Global Retirement Partners
California
$293K 6,573 +1,324 +25%
BA
99
Bristlecone Advisors
Washington
$293K 6,516 +110 +2%
RIM
100
Redwood Investment Management
Arizona
$273K 6,081 +6,081 New