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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 %
RIM
201
Redwood Investment Management
Arizona
– – -6,081 Closed
LA
202
LexAurum Advisors
Kansas
– – -6,032 Closed
VPP
203
Vertex Planning Partners
Illinois
– – -5,935 Closed
TF
204
Theory Financial
Colorado
– – -5,336 Closed
NL
205
NWAM LLC
Washington
– – -5,304 Closed
BTI
206
Blue Trust Inc
Georgia
– – -4,254 Closed
US Bancorp
207
US Bancorp
Minnesota
– – -1,270 Closed
RFA
208
Resurgent Financial Advisors
Georgia
– – -1,221 Closed
CCM
209
Chilton Capital Management
Texas
– – -692 Closed
BCPWM
210
Bradley & Co Private Wealth Management
Florida
– – -460 Closed
AA
211
Addison Advisors
Vermont
– – -348 Closed
LPP
212
Life Planning Partners
Florida
– – -260 Closed
NRC
213
New Republic Capital
North Carolina
– – -173 Closed
KFS
214
Kelly Financial Services
Massachusetts
– – -112 Closed
OLVIG
215
Oliver Lagore Vanvalin Investment Group
Michigan
– – -61 Closed
SA
216
Scarborough Advisors
Maryland
– – -56 Closed
IPW
217
Impact Partnership Wealth
Georgia
– – -55 Closed
SMA
218
Sage Mountain Advisors
Georgia
– – -39 Closed
LFA
219
LGT Financial Advisors
Texas
– – -37 Closed
AW
220
Avion Wealth
Texas
– – -34 Closed
MFT
221
Moisand Fitzgerald Tamayo
Florida
– – -21 Closed
AEPWM
222
Atlantic Edge Private Wealth Management
Florida
– – -2 Closed
CP
223
Castleview Partners
Texas
– – -1 Closed
5 6 7 8
9