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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

65 hedge funds and large institutions have $245M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
65
Holders Change
+48
Holders Change %
+282.35%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
49
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$18.3M
2
CFG
2
Cooper Financial Group
California
$10M
3
VFM
3
Vivid Financial Management
California
$6.81M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$6.66M
5
Jane Street
5
Jane Street
New York
$8.04M

Top Sellers

1
T
1
TRUADVICE
Florida
$1.02M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$619K
4
WP
4
WealthPLAN Partners
Nebraska
$418K
5
AWM
5
Avior Wealth Management
Nebraska
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$115M 2,237,696 +100,357 +5%
5L
2
55I LLC
Massachusetts
$18.3M 356,796 +356,796 New
CFG
3
Cooper Financial Group
California
$10M 195,137 +195,137 New
CST
4
Charles Schwab Trust
Nevada
$8.36M 162,576 +61,839 +61%
Jane Street
5
Jane Street
New York
$8.04M 156,496 +105,609 +208%
VFM
6
Vivid Financial Management
California
$6.81M 132,514 +132,514 New
HGWM
7
Horst & Graben Wealth Management
Oregon
$6.66M 129,626 +129,626 New
Citadel Advisors
8
Citadel Advisors
Florida
$5.45M 106,014 +58,206 +122%
C1AG
9
Client 1st Advisory Group
Florida
$4.67M 90,893 +90,893 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.6M 69,994 +69,994 New
APW
11
Austin Private Wealth
Texas
$3.55M 69,177 +69,177 New
AWM
12
AE Wealth Management
Kansas
$3.51M 68,249 +68,249 New
CWA
13
Clearview Wealth Advisors
Oregon
$3.36M 65,460 +65,460 New
FCA
14
FLC Capital Advisors
California
$3.22M 62,670 +62,670 New
SWA
15
Stratos Wealth Advisors
Ohio
$3.17M 61,653 +61,653 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.02M 58,723 +58,723 New
CC
17
Copperleaf Capital
North Carolina
$2.89M 56,352 +56,352 New
SPAS
18
Spectrum Planning & Advisory Services
California
$2.89M 56,310 +56,310 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.71M 52,753 +52,753 New
CF
20
Centaurus Financial
California
$2.2M 42,919 +42,919 New
OWA
21
One Wealth Advisors
California
$2.15M 41,793 +41,793 New
AF
22
Advisornet Financial
Minnesota
$1.98M 38,469 +38,469 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.71M 33,288 +33,288 New
BAM
24
Belpointe Asset Management
Nevada
$1.5M 29,259 +29,259 New
CSIA
25
Charles Schwab Investment Advisory
California
$1.39M 27,074 +3,949 +17%
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