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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

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
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$172M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$147M
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.95B
4
CWM
4
Campbell Wealth Management
Virginia
$92.7M
5
RJA
5
Raymond James & Associates
Florida
$34.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.33M
2
BlackRock
2
BlackRock
New York
$6.51M
3
PWMG
3
Pinnacle Wealth Management Group
Michigan
$576K
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$2.27M
5
APW
5
Austin Private Wealth
Texas
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
176
Aspire Wealth Management
Massachusetts
$2.56K 58 -1,556 -96%
M
177
MOTCO
Texas
$2.4K 54 – –
BFEC
178
Benjamin F. Edwards & Company
Missouri
$2K 45 +45 New
NB
179
NBT Bank
New York
$1.87K 42 +42 New
WWM
180
Wagner Wealth Management
South Carolina
$1.74K 39 +7 +22%
NP
181
NorthRock Partners
Minnesota
$1.38K 31 – –
SSB
182
Sandy Spring Bank
Maryland
$1.29K 29 +29 New
IRC
183
Investors Research Corp
Georgia
$801 18 +18 New
CPG
184
Cornerstone Planning Group
New Jersey
$264 7 -127 -95%
VA
185
Vident Advisory
Georgia
– – -44,308 Closed
WWG
186
West Wealth Group
California
– – -40,044 Closed
FFN
187
Focus Financial Network
Minnesota
– – -25,957 Closed
MFA
188
Mayflower Financial Advisors
Massachusetts
– – -22,922 Closed
AR
189
Apeiron RIA
Texas
– – -16,379 Closed
AWE
190
Avidian Wealth Enterprises
Texas
– – -11,812 Closed
IWC
191
Integrated Wealth Concepts
Massachusetts
– – -11,610 Closed
SAW
192
Signal Advisors Wealth
Michigan
– – -9,794 Closed
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
– – -9,701 Closed
RA
194
RFG Advisory
Alabama
– – -9,603 Closed
WFC
195
Western Financial Corp
California
– – -8,572 Closed
MWM
196
Maripau Wealth Management
Indiana
– – -8,107 Closed
CCFM
197
Clear Creek Financial Management
Washington
– – -7,509 Closed
FWP
198
Firethorn Wealth Partners
Georgia
– – -7,335 Closed
SPI
199
Sutton Place Investors
New York
– – -6,957 Closed
PCIA
200
Prime Capital Investment Advisors
Kansas
– – -6,826 Closed
5 6 7
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