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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

183 hedge funds and large institutions have $5.96B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 39 closing their positions.

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
57
Increased
68
Reduced
42
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$172M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$147M
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.95B
4
CWM
4
Campbell Wealth Management
Virginia
$92.7M
5
RJA
5
Raymond James & Associates
Florida
$34.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.33M
2
BlackRock
2
BlackRock
New York
$6.51M
3
PWMG
3
Pinnacle Wealth Management Group
Michigan
$576K
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$2.27M
5
APW
5
Austin Private Wealth
Texas
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
101
Bristlecone Advisors
Washington
$292K 13,140 +108 +0.8%
MA
102
MONECO Advisors
Connecticut
$292K 13,114 +13,114 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$286K 12,854 -7,052 -35%
AF
104
Advisornet Financial
Minnesota
$284K 12,754 -18,236 -59%
EWM
105
Empirical Wealth Management
Washington
$283K 12,726 +12,726 New
PAG
106
Private Advisor Group
New Jersey
$281K 12,632 +12,632 New
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$279K 12,524 -11,474 -48%
Fisher Asset Management
108
Fisher Asset Management
Washington
$273K 12,290 +12,290 New
PP
109
Patten & Patten
Tennessee
$262K 11,782 +11,782 New
BSW
110
Buckingham Strategic Wealth
Missouri
$260K 11,708 +11,708 New
MML Investors Services
111
MML Investors Services
Massachusetts
$258K 11,608 +11,608 New
RIM
112
Rockbridge Investment Management
New York
$255K 11,466 +112 +1%
SAG
113
SageView Advisory Group
California
$253K 9,230 +9,230 New
CA
114
CoreCap Advisors
Michigan
$240K 10,774 +1,322 +14%
KWM
115
Kingsview Wealth Management
Oregon
$231K 10,382 – –
GFA
116
Gallagher Fiduciary Advisors
Illinois
$230K 10,322 +10,322 New
DFG
117
Delta Financial Group
New Jersey
$218K 9,782 +9,782 New
EWP
118
Elevation Wealth Partners
California
$196K 8,796 +8,796 New
ANBT
119
American National Bank & Trust
Texas
$190K 8,536 +6,284 +279%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$181K 8,122 -414 -5%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$174K 7,844 +3,216 +69%
MSS
122
Mitchell Sinkler & Starr
Pennsylvania
$171K 7,690 +7,690 New
BFPW
123
BOK Financial Private Wealth
Colorado
$165K 7,430 +7,430 New
Citigroup
124
Citigroup
New York
$155K 6,956 +5,234 +304%
SWM
125
Spire Wealth Management
Virginia
$150K 6,728 +5,536 +464%
3 4
5
6 7