SCHI icon

Schwab 5-10 Year Corporate Bond ETF

186 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
49
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
201
Private Advisor Group
New Jersey
-$281K -12,632 Closed
Fisher Asset Management
202
Fisher Asset Management
Washington
-$273K -12,290 Closed
BSW
203
Buckingham Strategic Wealth
Missouri
-$260K -11,708 Closed
MML Investors Services
204
MML Investors Services
Massachusetts
-$258K -11,608 Closed
CA
205
CoreCap Advisors
Michigan
-$240K -10,774 Closed
DFG
206
Delta Financial Group
New Jersey
-$218K -9,782 Closed
SAG
207
SageView Advisory Group
California
-$253K -9,230 Closed
BFPW
208
BOK Financial Private Wealth
Colorado
-$165K -7,430 Closed
TWC
209
TD Waterhouse Canada
Ontario, Canada
-$120K -5,440 Closed
UB
210
UMB Bank
Missouri
-$116K -5,198 Closed
LTI
211
Laffer Tengler Investments
Tennessee
-$115K -5,156 Closed
HR
212
Howe & Rusling
New York
-$71.7K -3,222 Closed
PMFA
213
Plante Moran Financial Advisors
Michigan
-$71.5K -3,214 Closed
ACM
214
Anfield Capital Management
California
-$24.8K -1,116 Closed
CSWM
215
Cassady Schiller Wealth Management
Ohio
-$24.7K -1,112 Closed
AIC
216
Archer Investment Corporation
Indiana
-$16.7K -750 Closed
BLC
217
Brown, Lisle/Cummings
Rhode Island
-$13.8K -620 Closed
FPF
218
First Pacific Financial
Washington
-$12.7K -572 Closed
UBS Group
219
UBS Group
Switzerland
-$7.3K -328 Closed
RP
220
Rice Partnership
Hawaii
-$7.21K -324 Closed
NCM
221
Northwest Capital Management
Oregon
-$6.36K -286 Closed
EWA
222
EverSource Wealth Advisors
Alabama
-$5.28K -244 Closed
PCMC
223
Planning Capital Management Corporation
Pennsylvania
-$4.45K -200 Closed
HFS
224
Hantz Financial Services
Michigan
-$3K -124 Closed
M
225
MOTCO
Texas
-$2.4K -108 Closed