SCHI icon

Schwab 5-10 Year Corporate Bond ETF

223 hedge funds and large institutions have $978M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
201
Highline Wealth Partners
California
$4.01K
HNB
202
Huntington National Bank
Ohio
$3.98K
KFI
203
Key Financial Inc
Pennsylvania
$3.57K
FMP
204
Financial Management Professionals
Texas
$3.19K
PA
205
Parallel Advisors
California
$2.98K
SS
206
Sunbelt Securities
Texas
$2.96K
CAM
207
Costello Asset Management
Pennsylvania
$2.28K
GI
208
GAMMA Investing
California
$2.07K
WWM
209
Wolff Wiese Magana
California
$1.52K
GRP
210
Global Retirement Partners
California
$1.48K
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$1.43K
BBHC
212
Brown Brothers Harriman & Co
New York
$1.3K
MJRIC
213
Mogy Joel R Investment Counsel
California
$1.21K
CTC
214
Central Trust Company
Missouri
$1.14K
IRC
215
Investors Research Corp
Georgia
$819
NC
216
North Capital
Utah
$569
PFBT
217
Parkside Financial Bank & Trust
Missouri
$419
GSWM
218
Golden State Wealth Management
California
$410
CCMI
219
Creative Capital Management Investments
California
$364
CPG
220
Cornerstone Planning Group
New Jersey
$289
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274
WWM
222
Wagner Wealth Management
South Carolina
$259
SAM
223
Smartleaf Asset Management
Massachusetts
$226
SPIA
224
Steward Partners Investment Advisory
New York
$46
DJSG
225
D.J. St. Germain
Massachusetts
$10