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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

220 hedge funds and large institutions have $968M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
44
Increased
76
Reduced
66
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$165M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$11.6M
3
ACM
3
AlphaStar Capital Management
North Carolina
$4.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.5M
5
RA
5
Rational Advisors
New York
$12.5M

Top Sellers

1
SLWA
1
San Luis Wealth Advisors
California
$14.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$167M
3
SFM
3
Signet Financial Management
New Jersey
$234K
4
RIG
4
RiverFront Investment Group
Virginia
$190M
5
IA
5
Integrity Alliance
Iowa
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
101
Lido Advisors
California
$414K 18,198 +18,198 New
FA
102
FC Advisory
Pennsylvania
$402K 17,661 +36 +0.2%
WIM
103
WealthPlan Investment Management
Nebraska
$402K 17,642 -177 -1%
OMC
104
Old Mission Capital
Illinois
$392K 17,236 -1,746 -9%
HR
105
Howe & Rusling
New York
$390K 17,125 +10,917 +176%
GS
106
GTS Securities
New York
$377K 16,569 -9,976 -38%
SFA
107
Sequoia Financial Advisors
Ohio
$358K 15,740 -5,730 -27%
GTAM
108
Global Trust Asset Management
Florida
$353K 15,500 +15,500 New
SWM
109
Selective Wealth Management
Virginia
$349K 15,435 +22 +0.1%
WS
110
Wedbush Securities
California
$337K 14,804 -6,153 -29%
JWCA
111
J.W. Cole Advisors
Florida
$328K 14,391 +14,391 New
TWM
112
Tradition Wealth Management
Minnesota
$327K 14,372 -488 -3%
CAL
113
Capital Analysts LLC
Pennsylvania
$326K 14,334 +29 +0.2%
PWM
114
Perigon Wealth Management
California
$325K 14,297 +100 +0.7%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$318K 14,047 +1,240 +10%
CIA
116
Concurrent Investment Advisors
Florida
$309K 13,596 +13,596 New
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$307K 13,484 +667 +5%
PP
118
Patten & Patten
Tennessee
$306K 13,443 – –
MA
119
MONECO Advisors
Connecticut
$305K 13,401 +67 +0.5%
MML Investors Services
120
MML Investors Services
Massachusetts
$299K 13,127 +2,316 +21%
KWM
121
Kingsview Wealth Management
Oregon
$298K 13,084 +2,135 +19%
C
122
Certuity
Florida
$296K 13,023 +164 +1%
BA
123
Bristlecone Advisors
Washington
$291K 12,807 +161 +1%
AAS
124
Avantax Advisory Services
Texas
$291K 12,788 +1,360 +12%
CIA
125
Capital Investment Advisors
Georgia
$277K 12,178 +2,918 +32%
3 4
5
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