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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 %
Wells Fargo
126
Wells Fargo
California
$137K 3,074 +2,548 +484%
TWC
127
TD Waterhouse Canada
Ontario, Canada
$120K 2,720 – –
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$116K 2,629 +2,629 New
UB
129
UMB Bank
Missouri
$116K 2,599 +2,599 New
LTI
130
Laffer Tengler Investments
Tennessee
$115K 2,578 +2,578 New
Morgan Stanley
131
Morgan Stanley
New York
$112K 2,510 -27,960 -92%
GRP
132
Global Retirement Partners
California
$103K 2,324 -4,249 -65%
S
133
SignatureFD
Georgia
$78.7K 1,770 +1,742 +6,221%
HR
134
Howe & Rusling
New York
$71.7K 1,611 +225 +16%
PMFA
135
Plante Moran Financial Advisors
Michigan
$71.5K 1,607 +837 +109%
MG
136
MilWealth Group
Wisconsin
$69.4K 1,559 – –
BSB
137
Bangor Savings Bank
Maine
$54.9K 1,234 – –
HIA
138
Harbor Investment Advisory
Maryland
$53.1K 1,193 +1,193 New
CFO
139
CVA Family Office
Colorado
$49.9K 1,121 +3 +0.3%
FWM
140
FSA Wealth Management
Massachusetts
$43.5K 977 +977 New
PS
141
Principal Securities
Iowa
$33.9K 762 +386 +103%
AC
142
AlphaCore Capital
California
$30.3K 680 +680 New
FFA
143
Farther Finance Advisors
California
$29.6K 672 -114 -15%
MA
144
MCF Advisors
Kentucky
$25.9K 582 – –
ACM
145
Anfield Capital Management
California
$24.8K 558 +558 New
CSWM
146
Cassady Schiller Wealth Management
Ohio
$24.7K 556 +556 New
SWC
147
Spectrum Wealth Counsel
Indiana
$20.3K 457 – –
FAM
148
Family Asset Management
South Carolina
$20.3K 456 -2 -0.4%
AIC
149
Archer Investment Corporation
Indiana
$16.7K 375 +375 New
BLC
150
Brown, Lisle/Cummings
Rhode Island
$13.8K 310 – –
4 5
6
7 8