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.

New
Increased
Maintained
Reduced
Closed
Holders
210
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

Top Sellers

1 -$12.3M
2 -$8.06M
3 -$4.67M
4
Ameriprise
Ameriprise
Minnesota
-$2.81M
5
WWM
WT Wealth Management
Arizona
-$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Selective Wealth Management
Virginia
$337K
Corient Private Wealth
102
Corient Private Wealth
Florida
$335K
TWM
103
Tradition Wealth Management
Minnesota
$334K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$332K
FTUS
105
Flow Traders U.S.
New York
$325K
CAL
106
Capital Analysts LLC
Pennsylvania
$321K
PWM
107
Perigon Wealth Management
California
$319K
HI
108
Harbour Investments
Wisconsin
$310K
PP
109
Patten & Patten
Tennessee
$302K
MA
110
MONECO Advisors
Connecticut
$299K
C
111
Certuity
Florida
$289K
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$288K
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$286K
MCC
114
Money Concepts Capital
Florida
$285K
BA
115
Bristlecone Advisors
Washington
$284K
Fisher Asset Management
116
Fisher Asset Management
Washington
$283K
PA
117
PFG Advisors
Arizona
$280K
C1AG
118
Client 1st Advisory Group
Florida
$268K
AAS
119
Avantax Advisory Services
Texas
$257K
FFM
120
Forum Financial Management
Illinois
$252K
PCIA
121
Prime Capital Investment Advisors
Kansas
$250K
Citigroup
122
Citigroup
New York
$247K
KWM
123
Kingsview Wealth Management
Oregon
$246K
MML Investors Services
124
MML Investors Services
Massachusetts
$243K
PI
125
PFG Investments
New York
$235K