SCHI icon

Schwab 5-10 Year Corporate Bond ETF

52 hedge funds and large institutions have $4.84B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
15
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.65B 104,136,838 +104,113,264 +441,644%
Charles Schwab
2
Charles Schwab
California
$146M 3,276,078 +3,800 +0.1%
CWM
3
Campbell Wealth Management
Virginia
$13.3M 297,579 +10,774 +4%
WFA
4
WestHill Financial Advisors
California
$10.1M 225,998 +12,706 +6%
CST
5
Charles Schwab Trust
Nevada
$6.55M 146,688 -16,370 -10%
DF
6
DecisionPoint Financial
Arizona
$3.48M 77,905 -174 -0.2%
CNBTD
7
Citizens National Bank Trust Department
Mississippi
$2.22M 49,652 +12,307 +33%
OMC
8
Old Mission Capital
Illinois
$2.2M 49,347 +35,770 +263%
ASN
9
Advisory Services Network
Georgia
$2.06M 46,247 +14,583 +46%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.27M 28,350 +2,080 +8%
AWM
11
Adams Wealth Management
Utah
$1.23M 27,646 -22,730 -45%
Bank of America
12
Bank of America
North Carolina
$477K 10,690 -164 -2%
KWM
13
Kingsview Wealth Management
Oregon
$363K 8,133 -882 -10%
FA
14
FC Advisory
Pennsylvania
$359K 8,042
VIA
15
Vident Investment Advisory
Georgia
$347K 7,781 +7,781 New
OIA
16
OneDigital Investment Advisors
Kansas
$337K 7,541 +32 +0.4%
TF
17
TimeScale Financial
Massachusetts
$335K 7,509 +7,509 New
RI
18
Ridgewood Investments
New Jersey
$324K 7,250
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$319K 7,136 -249 -3%
WPC
20
Wedmont Private Capital
Pennsylvania
$252K 5,626 +5,626 New
VST
21
Van Strum & Towne
California
$251K 5,630 +325 +6%
RIM
22
Rockbridge Investment Management
New York
$241K 5,406 -600 -10%
CFD
23
Creative Financial Designs
Indiana
$238K 5,327 -1,457 -21%
BA
24
Bristlecone Advisors
Washington
$208K 4,660 +4,660 New
VA
25
Valmark Advisers
Ohio
$205K 4,597 +4,597 New