MilWealth Group LLC lifted its position in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 100.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,118 shares of the company’s stock after purchasing an additional 1,559 shares during the quarter. MilWealth Group LLC’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $69,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. SYM FINANCIAL Corp raised its stake in Schwab 5-10 Year Corporate Bond ETF by 100.0% during the 4th quarter. SYM FINANCIAL Corp now owns 1,380 shares of the company’s stock worth $30,000 after buying an additional 690 shares during the period. DAVENPORT & Co LLC increased its holdings in shares of Schwab 5-10 Year Corporate Bond ETF by 97.3% in the fourth quarter. DAVENPORT & Co LLC now owns 24,232 shares of the company’s stock worth $535,000 after acquiring an additional 11,953 shares in the last quarter. Clearview Wealth Advisors LLC raised its position in shares of Schwab 5-10 Year Corporate Bond ETF by 124.0% during the fourth quarter. Clearview Wealth Advisors LLC now owns 10,041 shares of the company’s stock worth $222,000 after purchasing an additional 5,558 shares during the period. Destiny Wealth Partners LLC bought a new position in shares of Schwab 5-10 Year Corporate Bond ETF during the 4th quarter valued at about $12,253,000. Finally, White & Co Financial Planning Inc acquired a new position in shares of Schwab 5-10 Year Corporate Bond ETF in the 4th quarter valued at approximately $7,222,000.
Schwab 5-10 Year Corporate Bond ETF Price Performance
NYSEARCA SCHI opened at $22.22 on Monday. Schwab 5-10 Year Corporate Bond ETF has a 52-week low of $21.50 and a 52-week high of $23.21. The business has a 50 day simple moving average of $22.21 and a 200 day simple moving average of $22.51.
Schwab 5-10 Year Corporate Bond ETF Company 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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