SCHI icon

Schwab 5-10 Year Corporate Bond ETF

186 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 39 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
49
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
126
Citigroup
New York
$133K -$19.9K -904 -13%
NA
127
NewEdge Advisors
Louisiana
$113K +$113K +5,108 New
1IA
128
1620 Investment Advisors
Massachusetts
$105K +$105K +4,772 New
ACA
129
Aptus Capital Advisors
Alabama
$77.9K +$72.7K +3,298 +1,409%
IA
130
IFP Advisors
Florida
$74.3K +$66.5K +3,018 +857%
AA
131
Addison Advisors
Vermont
$69.3K +$69.3K +3,142 New
MG
132
MilWealth Group
Wisconsin
$68.8K
LFG
133
Larson Financial Group
Missouri
$64.4K +$60K +2,720 +1,347%
FGAM
134
Financial Gravity Asset Management
Texas
$56.7K
HIA
135
Harbor Investment Advisory
Maryland
$52.6K
CFO
136
CVA Family Office
Colorado
$49.7K +$221 +10 +0.4%
CSWG
137
Cardinal Strategic Wealth Guidance
Kentucky
$44.5K +$44.5K +2,016 New
BSB
138
Bangor Savings Bank
Maine
$44.3K -$10.1K -458 -19%
VCM
139
Versant Capital Management
Arizona
$44.1K +$44.1K +2,000 New
PS
140
Principal Securities
Iowa
$33.6K
SFC
141
SYM Financial Corp
Indiana
$30.4K +$30.4K +1,380 New
MA
142
MCF Advisors
Kentucky
$25.7K
TWP
143
Triad Wealth Partners
Kansas
$24.8K +$24.8K +1,126 New
EWP
144
Elevation Wealth Partners
California
$24.6K -$169K -7,680 -87%
GRP
145
Global Retirement Partners
California
$22.2K -$80.3K -3,640 -78%
SWM
146
Spire Wealth Management
Virginia
$21.6K -$127K -5,748 -85%
IHWM
147
Iron Horse Wealth Management
Iowa
$21.4K +$21.4K +970 New
SWC
148
Spectrum Wealth Counsel
Indiana
$20.1K
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$17.9K -$98.8K -4,452 -85%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.3K +468 +153%