Transform Wealth LLC grew its holdings in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 91.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 60,843 shares of the company’s stock after purchasing an additional 29,142 shares during the quarter. Transform Wealth LLC’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $1,343,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHI. Campbell Wealth Management bought a new position in shares of Schwab 5-10 Year Corporate Bond ETF in the third quarter worth about $102,179,000. San Luis Wealth Advisors LLC raised its position in Schwab 5-10 Year Corporate Bond ETF by 135.4% in the 4th quarter. San Luis Wealth Advisors LLC now owns 1,043,209 shares of the company’s stock worth $23,024,000 after purchasing an additional 600,055 shares during the last quarter. WT Wealth Management acquired a new position in Schwab 5-10 Year Corporate Bond ETF during the 3rd quarter worth $20,588,000. Charles Schwab Trust Co boosted its position in Schwab 5-10 Year Corporate Bond ETF by 80.3% in the 4th quarter. Charles Schwab Trust Co now owns 442,304 shares of the company’s stock valued at $9,762,000 after buying an additional 196,924 shares during the last quarter. Finally, Semmax Financial Advisors Inc. raised its position in shares of Schwab 5-10 Year Corporate Bond ETF by 111.6% during the third quarter. Semmax Financial Advisors Inc. now owns 286,383 shares of the company’s stock worth $13,219,000 after acquiring an additional 151,023 shares during the last quarter.
Schwab 5-10 Year Corporate Bond ETF Stock Up 0.0 %
Shares of SCHI opened at $22.07 on Tuesday. The stock’s fifty day simple moving average is $22.23 and its 200-day simple moving average is $22.52. Schwab 5-10 Year Corporate Bond ETF has a 12-month low of $21.50 and a 12-month high of $23.21.
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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