WestHill Financial Advisors Inc. Increases Stock Holdings in Schwab 5-10 Year Corporate Bond ETF $SCHI

WestHill Financial Advisors Inc. boosted its position in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) by 0.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 556,055 shares of the company’s stock after acquiring an additional 1,164 shares during the period. Schwab 5-10 Year Corporate Bond ETF accounts for about 2.7% of WestHill Financial Advisors Inc.’s holdings, making the stock its 8th biggest position. WestHill Financial Advisors Inc. owned approximately 0.15% of Schwab 5-10 Year Corporate Bond ETF worth $12,656,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SCHI. Jane Street Group LLC boosted its holdings in Schwab 5-10 Year Corporate Bond ETF by 25.9% in the fourth quarter. Jane Street Group LLC now owns 34,453 shares of the company’s stock worth $760,000 after acquiring an additional 7,088 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of Schwab 5-10 Year Corporate Bond ETF by 137.8% in the fourth quarter. Ameriprise Financial Inc. now owns 362,612 shares of the company’s stock valued at $8,004,000 after purchasing an additional 210,127 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Schwab 5-10 Year Corporate Bond ETF by 98.8% in the fourth quarter. Bank of America Corp DE now owns 1,079,511 shares of the company’s stock valued at $23,825,000 after purchasing an additional 536,462 shares in the last quarter. Royal Bank of Canada lifted its holdings in shares of Schwab 5-10 Year Corporate Bond ETF by 100.8% in the fourth quarter. Royal Bank of Canada now owns 1,155,970 shares of the company’s stock valued at $25,512,000 after purchasing an additional 580,424 shares in the last quarter. Finally, Vident Advisory LLC bought a new position in shares of Schwab 5-10 Year Corporate Bond ETF in the fourth quarter valued at approximately $3,980,000.

Schwab 5-10 Year Corporate Bond ETF Stock Performance

SCHI stock opened at $23.20 on Tuesday. Schwab 5-10 Year Corporate Bond ETF has a twelve month low of $21.59 and a twelve month high of $23.21. The stock’s 50 day moving average is $22.79 and its 200-day moving average is $22.49.

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.