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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, 148 increasing their positions, 10 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
148
Reduced
10
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 %
SFA
101
Sequoia Financial Advisors
Ohio
$381K 17,260 +7,082 +70%
OAJ
102
Ogorek Anthony Joseph
New York
$379K 17,190 +8,011 +87%
MSR
103
Main Street Research
Connecticut
$362K 16,396 +7,517 +85%
MBFW
104
Morton Brown Family Wealth
Pennsylvania
$345K 15,636 +15,636 New
PWM
105
Perigon Wealth Management
California
$340K 15,411 +7,251 +89%
SWM
106
Selective Wealth Management
Virginia
$340K 15,581 +7,802 +100%
CFD
107
Creative Financial Designs
Indiana
$335K 15,164 +6,580 +77%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$332K 15,042 +15,042 New
TWM
109
Tradition Wealth Management
Minnesota
$328K 14,860 +7,276 +96%
CAL
110
Capital Analysts LLC
Pennsylvania
$317K 14,341 +5,220 +57%
HI
111
Harbour Investments
Wisconsin
$310K 14,024 +3,301 +31%
Corient Private Wealth
112
Corient Private Wealth
Florida
$308K 13,950 +8,372 +150%
MA
113
MONECO Advisors
Connecticut
$293K 13,295 +6,694 +101%
PA
114
PFG Advisors
Arizona
$291K 13,191 +13,191 New
C1AG
115
Client 1st Advisory Group
Florida
$286K 12,964 +2,477 +24%
BA
116
Bristlecone Advisors
Washington
$286K 12,952 +6,581 +103%
IAA
117
Independent Advisor Alliance
North Carolina
$278K 12,596 +12,596 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$273K 12,367 +3,692 +43%
LFG
119
Larson Financial Group
Missouri
$266K 12,040 +8,980 +293%
PP
120
Patten & Patten
Tennessee
$258K 11,708 +5,854 +100%
SB
121
Strategic Blueprint
Georgia
$255K 11,573 -31,943 -73%
MML Investors Services
122
MML Investors Services
Massachusetts
$253K 11,446 +11,446 New
Cerity Partners
123
Cerity Partners
New York
$247K 11,192 -4,659 -29%
MSS
124
Mitchell Sinkler & Starr
Pennsylvania
$245K 11,090 +5,545 +100%
GFP
125
Guardian Financial Partners
California
$231K 10,464 +10,464 New
3 4
5
6 7