SCHI icon

Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $978M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$416K
Lido Advisors
102
Lido Advisors
California
$414K
FA
103
FC Advisory
Pennsylvania
$402K
WIM
104
WealthPlan Investment Management
Nebraska
$402K
OMC
105
Old Mission Capital
Illinois
$392K
HR
106
Howe & Rusling
New York
$390K
GS
107
GTS Securities
New York
$377K
Corient Private Wealth
108
Corient Private Wealth
Florida
$367K
SFA
109
Sequoia Financial Advisors
Ohio
$358K
GTAM
110
Global Trust Asset Management
Florida
$353K
SWM
111
Selective Wealth Management
Virginia
$349K
WS
112
Wedbush Securities
California
$337K
JWCA
113
J.W. Cole Advisors
Florida
$328K
TWM
114
Tradition Wealth Management
Minnesota
$327K
CAL
115
Capital Analysts LLC
Pennsylvania
$326K
PWM
116
Perigon Wealth Management
California
$325K
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$318K
CIA
118
Concurrent Investment Advisors
Florida
$309K
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
$307K
PP
120
Patten & Patten
Tennessee
$306K
MA
121
MONECO Advisors
Connecticut
$305K
MML Investors Services
122
MML Investors Services
Massachusetts
$299K
KWM
123
Kingsview Wealth Management
Oregon
$298K
C
124
Certuity
Florida
$296K
BA
125
Bristlecone Advisors
Washington
$291K