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.

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 %
Wells Fargo
176
Wells Fargo
California
$27.1K -$109K -4,792 -80%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$27K +$728 +32 +3%
EWP
178
Elevation Wealth Partners
California
$25.4K
Jones Financial Companies
179
Jones Financial Companies
Missouri
$24.3K +$24.3K +1,074 New
GGI
180
Godsey & Gibb Inc
Virginia
$24.2K
GWSG
181
GPS Wealth Strategies Group
Colorado
$23.9K +$23 +1 +0.1%
IHWM
182
Iron Horse Wealth Management
Iowa
$22.1K
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$18.8K -$142K -6,245 -88%
AC
184
AlphaCore Capital
California
$18.3K +$18.3K +803 New
SWM
185
Spire Wealth Management
Virginia
$17.8K -$5.62K -247 -24%
BI
186
Binnacle Investments
Iowa
$17K +$17K +746 New
SIC
187
Salem Investment Counselors
North Carolina
$12.2K
CMP
188
Coston McIsaac & Partners
Maine
$12K -$5.92K -269 -33%
TPCW
189
TD Private Client Wealth
New York
$8.51K -$501 -22 -6%
CIAS
190
Capital Investment Advisory Services
North Carolina
$8.48K
SL
191
Salomon & Ludwin
Virginia
$8.35K +$5.67K +250 +212%
US Bancorp
192
US Bancorp
Minnesota
$6.9K +$2.34K +103 +52%
RF
193
Rossby Financial
Florida
$5.71K
FFA
194
Founders Financial Alliance
North Carolina
$5.55K
RIL
195
Rothschild Investment LLC
Illinois
$5.51K
TIM
196
Total Investment Management
Arizona
$4.92K +$4.92K +216 New
MCM
197
MAI Capital Management
Ohio
$4.48K -$11.2K -493 -71%
CA
198
Crewe Advisors
Utah
$4.37K +$4.37K +192 New
AF
199
Advisornet Financial
Minnesota
$4.07K +$4.07K +179 New
HWP
200
Highline Wealth Partners
California
$4.01K +$4.01K +176 New