SCHI icon

Schwab 5-10 Year Corporate Bond ETF

222 hedge funds and large institutions have $970M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
45
Increased
76
Reduced
67
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
151
Harbour Investments
Wisconsin
$151K -$163K -7,165 -52%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$139K -$4.29K -189 -3%
AAS
153
Ameritas Advisory Services
Nebraska
$125K +$125K +5,479 New
1IA
154
1620 Investment Advisors
Massachusetts
$109K
AWM
155
AE Wealth Management
Kansas
$105K +$22.5K +989 +27%
RWM
156
Rialto Wealth Management
New York
$104K
BCWM
157
Bartlett & Co Wealth Management
Ohio
$103K -$494K -21,693 -83%
PS
158
Principal Securities
Iowa
$101K -$64.3K -2,823 -39%
NS
159
NBC Securities
Alabama
$97K +$97K +4,275 New
POIA
160
Pin Oak Investment Advisors
Texas
$88K +$88K +3,958 New
S
161
SignatureFD
Georgia
$83.2K -$20.3K -894 -20%
MG
162
MilWealth Group
Wisconsin
$71K
FFA
163
Farther Finance Advisors
California
$63.1K -$1.82K -80 -3%
HIA
164
Harbor Investment Advisory
Maryland
$54.3K
CFO
165
CVA Family Office
Colorado
$47.6K -$4.32K -190 -8%
HI
166
Hoey Investments
Pennsylvania
$46.4K +$46.4K +2,040 New
AF
167
Allworth Financial
California
$45.3K -$17.6K -774 -28%
SFC
168
SYM Financial Corp
Indiana
$42.4K +$42.4K +1,862 New
BMM
169
Berkshire Money Management
Massachusetts
$38.7K +$38.7K +1,699 New
BSB
170
Bangor Savings Bank
Maine
$38K
HFS
171
Hantz Financial Services
Michigan
$36K +$36K +1,568 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$35.7K +$15.7K +690 +78%
MWA
173
Moser Wealth Advisors
Washington
$32.6K +$32.6K +1,431 New
GCM
174
Gables Capital Management
Florida
$31.4K
MA
175
MCF Advisors
Kentucky
$30.9K