SCHI icon

Schwab 5-10 Year Corporate Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
FPF
151
First Pacific Financial
Washington
$12.7K 286 +286 New
AF
152
Allworth Financial
California
$10.7K 241 +241 New
RG
153
Retirement Group
California
$10.2K 230 -90 -28%
WWP
154
WR Wealth Planners
Missouri
$8.54K 192 +192 New
CFGS
155
Concourse Financial Group Securities
Alabama
$8.14K 183 +20 +12%
CIAS
156
Capital Investment Advisory Services
North Carolina
$8.1K 182 +2 +1%
HNB
157
Huntington National Bank
Ohio
IA
158
IFP Advisors
Florida
$7.83K 176 -254 -59%
UBS Group
159
UBS Group
Switzerland
$7.3K 164 -244 -60%
RP
160
Rice Partnership
Hawaii
$7.21K 162 +162 New
TPCW
161
TD Private Client Wealth
New York
$7.12K 160 +160 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$7K 153 -49 -24%
NCM
163
Northwest Capital Management
Oregon
$6.36K 143
GWM
164
Geneos Wealth Management
Colorado
$6.23K 140 -175 -56%
RIL
165
Rothschild Investment LLC
Illinois
$5.38K 121 +10 +9%
EWA
166
EverSource Wealth Advisors
Alabama
$5.28K 122 -132 -52%
EW
167
Element Wealth
Mississippi
$5.21K 117
ACA
168
Aptus Capital Advisors
Alabama
$5.21K 117 +117 New
LFG
169
Larson Financial Group
Missouri
$4.49K 101 +101 New
PCMC
170
Planning Capital Management Corporation
Pennsylvania
$4.45K 100
DF
171
Dunhill Financial
United Kingdom
$4.09K 92 +92 New
FMP
172
Financial Management Professionals
Texas
$3K 66
HFS
173
Hantz Financial Services
Michigan
$3K 62 +62 New
SS
174
Sunbelt Securities
Texas
$2.98K 67
William Blair & Company
175
William Blair & Company
Illinois
$2.76K 62 -159 -72%