EP Wealth Advisors LLC grew its stake in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 46.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,207 shares of the company’s stock after acquiring an additional 2,288 shares during the quarter. EP Wealth Advisors LLC’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $162,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently modified their holdings of the company. Mascagni Wealth Management Inc. acquired a new position in shares of Schwab 5-10 Year Corporate Bond ETF during the 4th quarter valued at about $26,000. Transce3nd LLC acquired a new position in shares of Schwab 5-10 Year Corporate Bond ETF during the 1st quarter valued at about $30,000. GAMMA Investing LLC acquired a new stake in Schwab 5-10 Year Corporate Bond ETF during the 1st quarter worth approximately $46,000. Continuum Advisory LLC acquired a new stake in Schwab 5-10 Year Corporate Bond ETF during the 1st quarter worth approximately $54,000. Finally, Allworth Financial LP increased its position in Schwab 5-10 Year Corporate Bond ETF by 95.2% during the 1st quarter. Allworth Financial LP now owns 2,764 shares of the company’s stock worth $62,000 after purchasing an additional 1,348 shares in the last quarter.
Schwab 5-10 Year Corporate Bond ETF Price Performance
SCHI opened at $23.12 on Thursday. The firm has a 50 day moving average price of $22.75 and a 200 day moving average price of $22.48. Schwab 5-10 Year Corporate Bond ETF has a 1 year low of $21.59 and a 1 year high of $23.21.
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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