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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

206 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
47
Increased
71
Reduced
61
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Campbell Wealth Management
Virginia
$125M
2
LAM
2
L2 Asset Management
Massachusetts
$13.8M
3
DWP
3
Destiny Wealth Partners
Florida
$12.3M
4
BFG
4
Bouchey Financial Group
New York
$23.8M
5
GB
5
Gunma Bank
Japan
$12.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$666M
2
WWM
2
WT Wealth Management
Arizona
$9.89M
3
SFA
3
Semmax Financial Advisors
North Carolina
$3.76M
4
RA
4
Rational Advisors
New York
$9.31M
5
RIG
5
RiverFront Investment Group
Virginia
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
126
Sowell Financial Services
Arkansas
$230K +$230K +10,423 New
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$226K +$226K +10,225 New
DFG
128
Delta Financial Group
New Jersey
$225K +$225K +10,204 New
CWA
129
Clearview Wealth Advisors
Oregon
$222K +$23.7K +1,075 +12%
PI
130
PFG Investments
New York
$217K +$217K +9,842 New
EWA
131
EQ Wealth Advisors
Texas
$213K +$213K +9,642 New
Citigroup
132
Citigroup
New York
$201K +$46.7K +2,117 +30%
SFWA
133
Summit Financial Wealth Advisors
Louisiana
$201K +$201K +9,100 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$190K -$46.3K -2,100 -20%
PS
135
Principal Securities
Iowa
$160K +$61.9K +2,804 +63%
ACA
136
Aptus Capital Advisors
Alabama
$144K +$22.2K +1,008 +18%
AWM
137
AE Wealth Management
Kansas
$140K +$140K +6,344 New
NA
138
NewEdge Advisors
Louisiana
$132K +$19.3K +876 +17%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$131K -$67K -3,036 -34%
Wells Fargo
140
Wells Fargo
California
$128K -$120K -5,445 -48%
EWA
141
EP Wealth Advisors
California
$109K -$434K -19,683 -80%
1IA
142
1620 Investment Advisors
Massachusetts
$105K – – –
RWM
143
Rialto Wealth Management
New York
$101K +$101K +4,572 New
S
144
SignatureFD
Georgia
$100K -$66 -3 -0.1%
WAG
145
Windsor Advisory Group
Ohio
$94.3K +$94.3K +4,274 New
MHR
146
Matthew Hamilton Rosenberg
$88.2K +$88.2K +3,995 New
IA
147
IFP Advisors
Florida
$73.3K -$384K -17,379 -84%
MG
148
MilWealth Group
Wisconsin
$68.8K – – –
FFA
149
Farther Finance Advisors
California
$64.7K +$45K +2,037 +228%
NP
150
NorthRock Partners
Minnesota
$55.3K +$53.8K +2,437 +3,692%
4 5
6
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