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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 %
IRC
201
Investors Research Corp
Georgia
$795 – – –
AIA
202
Armor Investment Advisors
North Carolina
$574 +$574 +26 New
AC
203
AlphaCore Capital
California
$441 -$87.8K -3,982 -100%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$398 +$398 +18 New
CCMI
205
Creative Capital Management Investments
California
$353 +$353 +16 New
CPG
206
Cornerstone Planning Group
New Jersey
$274 -$274 -12 -50%
GWANC
207
Guardian Wealth Advisors (North Carolina)
North Carolina
$265 +$265 +12 New
FTUS
208
Flow Traders U.S.
New York
– -$3.64M -157,798 Closed
ACM
209
AlphaStar Capital Management
North Carolina
– -$3.23M -140,004 Closed
Renaissance Technologies
210
Renaissance Technologies
New York
– -$2.3M -99,774 Closed
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
– -$832K -36,046 Closed
AWS
212
Atria Wealth Solutions
New York
– -$817K -35,406 Closed
KWM
213
Kingsview Wealth Management
Oregon
– -$640K -27,730 Closed
WP
214
WealthPLAN Partners
Nebraska
– -$445K -19,300 Closed
SFS
215
Security Financial Services
Indiana
– -$347K -15,016 Closed
RIM
216
Rockbridge Investment Management
New York
– -$265K -11,466 Closed
WANY
217
Wealthspire Advisors (New York)
New York
– -$262K -11,340 Closed
AF
218
Advisornet Financial
Minnesota
– -$246K -10,676 Closed
SSWM
219
Smith Salley Wealth Management
North Carolina
– -$206K -8,926 Closed
JLBC
220
J.L. Bainbridge & Co
Florida
– -$201K -8,694 Closed
CP
221
Castleview Partners
Texas
– -$44.3K -1,918 Closed
RP
222
Rice Partnership
Hawaii
– -$19.8K -858 Closed
JIP
223
Jaffetilchin Investment Partners
Florida
– -$19.7K -854 Closed
AAG
224
Armstrong Advisory Group
Massachusetts
– -$18.8K -816 Closed
MAM
225
Marquette Asset Management
Minnesota
– -$18.1K -786 Closed
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