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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 %
HI
76
Harbour Investments
Wisconsin
$598K 13,444 -10,748 -44%
PWMG
77
Pinnacle Wealth Management Group
Michigan
$576K 12,948 -121,741 -90%
DC
78
Davenport & Co
Virginia
$568K 12,776 +12,776 New
JF
79
Joule Financial
Kentucky
$556K 12,507 – –
C1AG
80
Client 1st Advisory Group
Florida
$546K 12,267 +1,155 +10%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$527K 11,856 +11,856 New
WP
82
WealthPLAN Partners
Nebraska
$525K 11,803 -9,889 -46%
SF
83
Schaeffer Financial
Maryland
$522K 11,728 +1,236 +12%
IIA
84
Integral Investment Advisors
California
$508K 11,395 +11,395 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$503K 11,304 -5,089 -31%
CWA
86
Clearview Wealth Advisors
Oregon
$491K 11,040 +2,584 +31%
VA
87
Valmark Advisers
Ohio
$453K 10,176 – –
CKAIS
88
Christensen King & Associates Investment Services
Washington
$420K 9,435 -106 -1%
HighTower Advisors
89
HighTower Advisors
Illinois
$395K 8,916 +511 +6%
FA
90
FC Advisory
Pennsylvania
$389K 8,742 +11 +0.1%
MAM
91
Meeder Asset Management
Ohio
$376K 8,462 -602 -7%
SFA
92
Sequoia Financial Advisors
Ohio
$352K 7,915 -1,044 -12%
EWA
93
EP Wealth Advisors
California
$343K 7,713 +1,757 +29%
TWM
94
Tradition Wealth Management
Minnesota
$335K 7,527 +7,253 +2,647%
MLA
95
My Legacy Advisors
Oregon
$322K 7,244 -13,778 -66%
SFS
96
Security Financial Services
Indiana
$317K 7,116 -21,396 -75%
KV
97
Kickstand Ventures
New York
$316K 7,092 -10,437 -60%
GWP
98
Gen-Wealth Partners
Michigan
$311K 6,989 +6,989 New
RFG
99
Range Financial Group
Oregon
$297K 6,685 +6,685 New
WCM
100
WealthBridge Capital Management
Ohio
$296K 6,642 +6,642 New
2 3
4
5 6