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.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
39
Increased
82
Reduced
54
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
101
Selective Wealth Management
Virginia
$337K 15,413 -168 -1%
Corient Private Wealth
102
Corient Private Wealth
Florida
$335K 14,906 +956 +7%
TWM
103
Tradition Wealth Management
Minnesota
$334K 14,860
Fidelity Investments
104
Fidelity Investments
Massachusetts
$332K 14,764 +2,397 +19%
FTUS
105
Flow Traders U.S.
New York
$325K 14,489 +14,489 New
CAL
106
Capital Analysts LLC
Pennsylvania
$321K 14,305 -36 -0.3%
PWM
107
Perigon Wealth Management
California
$319K 14,197 -1,214 -8%
HI
108
Harbour Investments
Wisconsin
$310K 13,799 -225 -2%
PP
109
Patten & Patten
Tennessee
$302K 13,443 +1,735 +15%
MA
110
MONECO Advisors
Connecticut
$299K 13,334 +39 +0.3%
C
111
Certuity
Florida
$289K 12,859 +12,859 New
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$288K 12,817 +12,817 New
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$286K 12,807 +2,582 +25%
MCC
114
Money Concepts Capital
Florida
$285K 12,700 +12,700 New
BA
115
Bristlecone Advisors
Washington
$284K 12,646 -306 -2%
Fisher Asset Management
116
Fisher Asset Management
Washington
$283K 12,595 +12,595 New
PA
117
PFG Advisors
Arizona
$280K 12,459 -732 -6%
C1AG
118
Client 1st Advisory Group
Florida
$268K 11,938 -1,026 -8%
AAS
119
Avantax Advisory Services
Texas
$257K 11,428 +11,428 New
FFM
120
Forum Financial Management
Illinois
$252K 11,211 +11,211 New
PCIA
121
Prime Capital Investment Advisors
Kansas
$250K 11,111 +11,111 New
Citigroup
122
Citigroup
New York
$247K 11,012 +1,891 +21%
KWM
123
Kingsview Wealth Management
Oregon
$246K 10,949 +10,949 New
MML Investors Services
124
MML Investors Services
Massachusetts
$243K 10,811 -635 -6%
PI
125
PFG Investments
New York
$235K 10,474 +632 +6%