White & Co Financial Planning Inc lifted its holdings in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 11.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 377,803 shares of the company’s stock after acquiring an additional 38,183 shares during the quarter. Schwab 5-10 Year Corporate Bond ETF comprises approximately 6.0% of White & Co Financial Planning Inc’s holdings, making the stock its 7th biggest holding. White & Co Financial Planning Inc owned approximately 0.08% of Schwab 5-10 Year Corporate Bond ETF worth $8,569,000 as of its most recent SEC filing.
Several other large investors have also recently added to or reduced their stakes in the stock. Avior Wealth Management LLC lifted its stake in shares of Schwab 5-10 Year Corporate Bond ETF by 0.7% during the fourth quarter. Avior Wealth Management LLC now owns 74,546 shares of the company’s stock worth $1,712,000 after purchasing an additional 527 shares in the last quarter. PFG Investments LLC raised its holdings in shares of Schwab 5-10 Year Corporate Bond ETF by 5.6% during the 4th quarter. PFG Investments LLC now owns 10,110 shares of the company’s stock valued at $232,000 after buying an additional 535 shares during the period. Brookstone Capital Management lifted its position in Schwab 5-10 Year Corporate Bond ETF by 2.5% during the 4th quarter. Brookstone Capital Management now owns 22,185 shares of the company’s stock worth $510,000 after acquiring an additional 537 shares in the last quarter. Root Financial Partners LLC boosted its holdings in Schwab 5-10 Year Corporate Bond ETF by 110.6% in the 4th quarter. Root Financial Partners LLC now owns 1,257 shares of the company’s stock worth $29,000 after acquiring an additional 660 shares during the period. Finally, Asset Allocation Strategies LLC boosted its holdings in Schwab 5-10 Year Corporate Bond ETF by 3.7% in the 1st quarter. Asset Allocation Strategies LLC now owns 19,862 shares of the company’s stock worth $450,000 after acquiring an additional 713 shares during the period.
Schwab 5-10 Year Corporate Bond ETF Trading Up 0.1%
SCHI opened at $22.45 on Friday. The firm’s 50 day moving average is $22.54 and its 200-day moving average is $22.77. Schwab 5-10 Year Corporate Bond ETF has a 52-week low of $22.31 and a 52-week high of $23.28.
Schwab 5-10 Year Corporate Bond ETF Profile
The Schwab 5-10 Year Corporate Bond ETF (SCHI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-weighted index of USD-denominated investment-grade corporate bonds with intermediate maturities of 5-10 years. SCHI was launched on Oct 10, 2019 and is managed by Charles Schwab.
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