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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

220 hedge funds and large institutions have $968M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 28 closing their positions.

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
44
Increased
76
Reduced
66
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$165M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$11.6M
3
ACM
3
AlphaStar Capital Management
North Carolina
$4.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.5M
5
RA
5
Rational Advisors
New York
$12.5M

Top Sellers

1
SLWA
1
San Luis Wealth Advisors
California
$14.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$167M
3
SFM
3
Signet Financial Management
New Jersey
$234K
4
RIG
4
RiverFront Investment Group
Virginia
$190M
5
IA
5
Integrity Alliance
Iowa
$1.57M
Name Market Value Shares Shares
Change 		Shares
Change %
MSS
126
Mitchell Sinkler & Starr
Pennsylvania
$268K 11,765 +2,475 +27%
SAW
127
Signal Advisors Wealth
Michigan
$262K 11,512 +11,512 New
FFM
128
Forum Financial Management
Illinois
$255K 11,211 – –
C1AG
129
Client 1st Advisory Group
Florida
$250K 11,000 -938 -8%
IA
130
IFP Advisors
Florida
$248K 10,911 +3,784 +53%
GFP
131
Guardian Financial Partners
California
$240K 10,535 +507 +5%
PI
132
PFG Investments
New York
$238K 10,475 +1 +0%
SFM
133
Signet Financial Management
New Jersey
$234K 10,281 -116,052 -92%
NA
134
NewEdge Advisors
Louisiana
$229K 10,040 +4,104 +69%
MBFW
135
Morton Brown Family Wealth
Pennsylvania
$228K 10,016 +125 +1%
SAI
136
Savvy Advisors Inc
New York
$228K 9,999 +9,999 New
CF
137
Copperwynd Financial
Arizona
$227K 9,959 +9,959 New
SB
138
Strategic Blueprint
Georgia
$214K 9,412 +9,412 New
CWA
139
Clearview Wealth Advisors
Oregon
$214K 9,410 -96 -1%
HSA
140
HBK Sorce Advisory
Pennsylvania
$214K 9,410 +9,410 New
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$212K 9,332 +9,332 New
SFS
142
Sowell Financial Services
Arkansas
$207K 9,108 -784 -8%
NP
143
NorthRock Partners
Minnesota
$206K 9,047 +6,521 +258%
DWM
144
Destination Wealth Management
California
$204K 8,950 +8,950 New
XT
145
XTX Topco
Cayman Islands
$201K 8,847 +8,847 New
KA
146
Kovack Advisors
Florida
$201K 8,829 +8,829 New
OAJ
147
Ogorek Anthony Joseph
New York
$187K 8,250 -1,806 -18%
EWA
148
EQ Wealth Advisors
Texas
$177K 7,776 – –
ACA
149
Aptus Capital Advisors
Alabama
$160K 7,026 -46 -0.7%
HI
150
Harbour Investments
Wisconsin
$151K 6,634 -7,165 -52%
4 5
6
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