SCHI icon

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 %
SIC
176
Salem Investment Counselors
North Carolina
$11.9K +$11.9K +538 New
BTI
177
Blue Trust Inc
Georgia
$11.2K -$361K -16,342 -97%
SAM
178
Synergy Asset Management
Washington
$10.4K +$10.4K +225 New
TC
179
Truvestments Capital
Florida
$9.76K -$17.9K -810 -65%
PBK
180
Peoples Bank (Kansas)
Kansas
$9.71K – – –
GA
181
GoalVest Advisory
New York
$9.25K +$9.25K +419 New
CIAS
182
Capital Investment Advisory Services
North Carolina
$8.23K -$22 -1 -0.3%
HWP
183
Highline Wealth Partners
California
$6.8K +$6.8K +308 New
TPCW
184
TD Private Client Wealth
New York
$6.62K -$309 -14 -4%
GWM
185
Geneos Wealth Management
Colorado
$6.18K – – –
SIS
186
Sound Income Strategies
Florida
$5.8K +$5.8K +263 New
WWP
187
WR Wealth Planners
Missouri
$5.52K -$2.96K -134 -35%
FFA
188
Founders Financial Alliance
North Carolina
$5.39K – – –
RIL
189
Rothschild Investment LLC
Illinois
$5.34K – – –
EW
190
Element Wealth
Mississippi
$5.16K – – –
AA
191
Addison Advisors
Vermont
$4.94K – – –
MFS
192
Mattson Financial Services
Michigan
$4.8K +$4.8K +104 New
CAS
193
Coppell Advisory Solutions
Texas
$4.11K – – –
WWM
194
Wagner Wealth Management
South Carolina
$3.57K +$1.32K +60 +59%
FMP
195
Financial Management Professionals
Texas
$3.09K +$177 +8 +6%
HNB
196
Huntington National Bank
Ohio
$3K -$6.12K – –
SS
197
Sunbelt Securities
Texas
$2.96K – – –
DRP
198
Decker Retirement Planning
Utah
$2.78K +$2.78K +126 New
SL
199
Salomon & Ludwin
Virginia
$2.6K +$2.6K +118 New
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$1.79K -$22 -1 -1%
6 7
8
9 10