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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

206 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 23 closing their positions.

Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
47
Increased
71
Reduced
61
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Campbell Wealth Management
Virginia
$125M
2
LAM
2
L2 Asset Management
Massachusetts
$13.8M
3
DWP
3
Destiny Wealth Partners
Florida
$12.3M
4
BFG
4
Bouchey Financial Group
New York
$23.8M
5
GB
5
Gunma Bank
Japan
$12.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$666M
2
WWM
2
WT Wealth Management
Arizona
$9.89M
3
SFA
3
Semmax Financial Advisors
North Carolina
$3.76M
4
RA
4
Rational Advisors
New York
$9.31M
5
RIG
5
RiverFront Investment Group
Virginia
$180M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$749K 33,923 -6,285 -16%
CWM
77
CIBC World Markets
New York
$719K 32,569 -14,001 -30%
FA
78
Flagstar Advisors
New York
$699K 31,677 +7,405 +31%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$695K 31,500 +31,500 New
ANBT
80
American National Bank & Trust
Texas
$679K 30,758 +21,358 +227%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$675K 30,593 -24,945 -45%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$666K 30,163 +5,369 +22%
Osaic Holdings
83
Osaic Holdings
Arizona
$596K 26,992 -10,448 -28%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$591K 26,796 +3,274 +14%
KAS
85
Kestra Advisory Services
Texas
$584K 26,444 -1,044 -4%
JF
86
Joule Financial
Kentucky
$565K 25,582 – –
Goldman Sachs
87
Goldman Sachs
New York
$539K 24,408 +9,542 +64%
DC
88
Davenport & Co
Virginia
$535K 24,232 -326 -1%
CKAIS
89
Christensen King & Associates Investment Services
Washington
$518K 23,484 +4,398 +23%
WS
90
Wedbush Securities
California
$512K 23,181 -10,509 -31%
SWM
91
Sculati Wealth Management
Michigan
$490K 22,205 +22,205 New
Citadel Advisors
92
Citadel Advisors
Florida
$487K 22,052 -150,666 -87%
OFS
93
OneAscent Financial Services
Alabama
$458K 20,750 +20,750 New
AAS
94
Asset Allocation Strategies
Michigan
$449K 20,369 +7,813 +62%
VA
95
Valmark Advisers
Ohio
$447K 20,256 – –
P
96
&Partners
Tennessee
$445K 20,173 +20,173 New
CCG
97
Ceeto Capital Group
Florida
$441K 20,000 – –
WCM
98
WealthBridge Capital Management
Ohio
$421K 19,084 +700 +4%
WIM
99
WealthPlan Investment Management
Nebraska
$419K 18,978 +18,978 New
FA
100
FC Advisory
Pennsylvania
$388K 17,600 +44 +0.3%
2 3
4
5 6