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Schwab 5-10 Year Corporate Bond ETF
SCHI

Overview Fund Activity

183 hedge funds and large institutions have $5.96B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 39 closing their positions.

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
57
Increased
68
Reduced
42
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$172M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$147M
3
CSIA
3
Charles Schwab Investment Advisory
California
$4.95B
4
CWM
4
Campbell Wealth Management
Virginia
$92.7M
5
RJA
5
Raymond James & Associates
Florida
$34.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.33M
2
BlackRock
2
BlackRock
New York
$6.51M
3
PWMG
3
Pinnacle Wealth Management Group
Michigan
$576K
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$2.27M
5
APW
5
Austin Private Wealth
Texas
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.95B 111,203,789 +3,069,445 +3%
Charles Schwab
2
Charles Schwab
California
$241M 5,407,007 +14,343 +0.3%
RIG
3
RiverFront Investment Group
Virginia
$172M 3,863,892 +3,863,892 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$147M 3,297,578 +3,278,795 +17,456%
CWM
5
Campbell Wealth Management
Virginia
$92.7M 2,083,651 +1,772,793 +570%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$35.1M 789,907 +672,516 +573%
RJA
7
Raymond James & Associates
Florida
$34.1M 767,453 +767,453 New
Bank of America
8
Bank of America
North Carolina
$22.9M 513,782 +29,018 +6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$21.4M 480,300 +474,815 +8,657%
OAJ
10
Ogorek Anthony Joseph
New York
$17.3M 388,708 +93,351 +32%
BFG
11
Bouchey Financial Group
New York
$16.1M 361,769 +19,786 +6%
RA
12
Rational Advisors
New York
$15.7M 352,947 +352,947 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$14M 314,330 +314,330 New
WFA
14
WestHill Financial Advisors
California
$10.9M 245,439 +11,853 +5%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$8.33M 187,305 -208,645 -53%
CST
16
Charles Schwab Trust
Nevada
$7.9M 177,645 +48,863 +38%
Jane Street
17
Jane Street
New York
$7.76M 174,453 +174,453 New
Truist Financial
18
Truist Financial
North Carolina
$7.2M 161,818 +161,818 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.15M 160,676 +29,802 +23%
BlackRock
20
BlackRock
New York
$6.51M 146,436 -207,749 -59%
MFG
21
Marmo Financial Group
Tennessee
$6.24M 140,246 +140,246 New
Ameriprise
22
Ameriprise
Minnesota
$5.53M 124,335 +110,691 +811%
SFA
23
Semmax Financial Advisors
North Carolina
$5.32M 121,634 +18,644 +18%
Stifel Financial
24
Stifel Financial
Missouri
$4.54M 101,947 +67,476 +196%
KFS
25
Kaizen Financial Strategies
California
$4.35M 97,750 +34,815 +55%
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