Corient Private Wealth LLC Increases Stake in Schwab 5-10 Year Corporate Bond ETF $SCHI

Corient Private Wealth LLC grew its holdings in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) by 133.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 60,556 shares of the company’s stock after purchasing an additional 34,597 shares during the quarter. Corient Private Wealth LLC’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $1,391,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Brown Brothers Harriman & Co. purchased a new position in shares of Schwab 5-10 Year Corporate Bond ETF in the fourth quarter worth about $28,000. Phillips Financial Management LLC acquired a new stake in shares of Schwab 5-10 Year Corporate Bond ETF in the fourth quarter valued at approximately $28,000. Root Financial Partners LLC lifted its position in Schwab 5-10 Year Corporate Bond ETF by 110.6% during the fourth quarter. Root Financial Partners LLC now owns 1,257 shares of the company’s stock worth $29,000 after buying an additional 660 shares in the last quarter. Triumph Capital Management purchased a new position in Schwab 5-10 Year Corporate Bond ETF during the third quarter worth approximately $41,000. Finally, Vermillion Wealth Management Inc. acquired a new position in Schwab 5-10 Year Corporate Bond ETF during the fourth quarter worth $44,000.

Schwab 5-10 Year Corporate Bond ETF Stock Down 0.5%

Shares of SCHI opened at $22.53 on Thursday. The stock has a fifty day simple moving average of $22.61 and a two-hundred day simple moving average of $22.81. Schwab 5-10 Year Corporate Bond ETF has a 52-week low of $22.31 and a 52-week high of $23.28.

About Schwab 5-10 Year Corporate Bond ETF

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.