SCHI icon

Schwab 5-10 Year Corporate Bond ETF

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WS
76
Wedbush Securities
California
$778K 16,845 -1,227 -7%
IIA
77
Integral Investment Advisors
California
$747K 16,173 +6,296 +64%
Cerity Partners
78
Cerity Partners
New York
$732K 15,851 -11,641 -42%
WA
79
Waverly Advisors
Alabama
$698K 15,125 +5,290 +54%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$642K 27,769 +9,617 +53%
KWM
81
Kingsview Wealth Management
Oregon
$640K 13,865 +9,006 +185%
KAS
82
Kestra Advisory Services
Texas
$634K 13,744 -165 -1%
JF
83
Joule Financial
Kentucky
$590K 12,791 +284 +2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$572K 12,397 +1,677 +16%
EWA
85
EP Wealth Advisors
California
$568K 12,301 +1,101 +10%
DC
86
Davenport & Co
Virginia
$567K 12,279 -9 -0.1%
FA
87
Flagstar Advisors
New York
$560K 12,136 +12,136 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$543K 11,761 -1,477 -11%
CW
89
CreativeOne Wealth
Kansas
$527K 11,408 +11,408 New
HI
90
Harbour Investments
Wisconsin
$495K 10,723 -136 -1%
C1AG
91
Client 1st Advisory Group
Florida
$484K 10,487 -627 -6%
IA
92
IFP Advisors
Florida
$478K 10,351 +8,666 +514%
SFA
93
Sequoia Financial Advisors
Ohio
$470K 10,178 +575 +6%
VA
94
Valmark Advisers
Ohio
$468K 10,128
CCG
95
Ceeto Capital Group
Florida
$462K 10,000 +5,000 +100%
WP
96
WealthPLAN Partners
Nebraska
$445K 9,650 -555 -5%
CKAIS
97
Christensen King & Associates Investment Services
Washington
$440K 9,543 -219 -2%
WCM
98
WealthBridge Capital Management
Ohio
$424K 9,192 +700 +8%
OAJ
99
Ogorek Anthony Joseph
New York
$423K 9,179 -285 -3%
CAL
100
Capital Analysts LLC
Pennsylvania
$421K 9,121 +2,293 +34%