SCHI icon

Schwab 5-10 Year Corporate Bond ETF

210 hedge funds and large institutions have $912M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GS
76
GTS Securities
New York
$596K 26,545 +26,545 New
BCWM
77
Bartlett & Co Wealth Management
Ohio
$588K 26,197 +26,197 New
JF
78
Joule Financial
Kentucky
$569K 25,325 -257 -1%
Citadel Advisors
79
Citadel Advisors
Florida
$568K 25,287 +3,235 +15%
HIIFS
80
Harel Insurance Investments & Financial Services
Israel
$540K 24,031 +24,031 New
DC
81
Davenport & Co
Virginia
$534K 23,790 -442 -2%
P
82
&Partners
Tennessee
$531K 22,388 +2,215 +11%
CKAIS
83
Christensen King & Associates Investment Services
Washington
$528K 23,572 +88 +0.4%
Osaic Holdings
84
Osaic Holdings
Arizona
$527K 23,445 -3,547 -13%
CPA
85
Capital Performance Advisors
California
$523K 23,280 +23,280 New
OFS
86
OneAscent Financial Services
Alabama
$485K 21,578 +828 +4%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$482K 21,479 +12,847 +149%
SFA
88
Sequoia Financial Advisors
Ohio
$482K 21,470 +4,210 +24%
AAS
89
Asset Allocation Strategies
Michigan
$476K 21,184 +815 +4%
WS
90
Wedbush Securities
California
$471K 20,957 -2,224 -10%
CWM
91
Congress Wealth Management
Massachusetts
$466K 20,813 +20,813 New
VA
92
Valmark Advisers
Ohio
$455K 20,256
WCM
93
WealthBridge Capital Management
Ohio
$453K 20,170 +1,086 +6%
CGFA
94
Colton Groome Financial Advisors
North Carolina
$452K 20,121 +20,121 New
CCG
95
Ceeto Capital Group
Florida
$449K 20,000
CFD
96
Creative Financial Designs
Indiana
$434K 19,323 +4,159 +27%
OMC
97
Old Mission Capital
Illinois
$426K 18,982 +18,982 New
WIM
98
WealthPlan Investment Management
Nebraska
$400K 17,819 -1,159 -6%
FA
99
FC Advisory
Pennsylvania
$396K 17,625 +25 +0.1%
MSR
100
Main Street Research
Connecticut
$357K 15,904 -492 -3%