WestHill Financial Advisors Inc. Has $13.69 Million Stock Holdings in Schwab 5-10 Year Corporate Bond ETF $SCHI

WestHill Financial Advisors Inc. boosted its holdings in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) by 6.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 593,251 shares of the company’s stock after buying an additional 37,196 shares during the quarter. Schwab 5-10 Year Corporate Bond ETF makes up 2.7% of WestHill Financial Advisors Inc.’s holdings, making the stock its 8th biggest holding. WestHill Financial Advisors Inc. owned approximately 0.15% of Schwab 5-10 Year Corporate Bond ETF worth $13,692,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Moser Wealth Advisors LLC bought a new position in shares of Schwab 5-10 Year Corporate Bond ETF in the second quarter worth about $33,000. Hantz Financial Services Inc. bought a new stake in shares of Schwab 5-10 Year Corporate Bond ETF during the 2nd quarter valued at approximately $36,000. Bank of Montreal Can increased its position in Schwab 5-10 Year Corporate Bond ETF by 78.4% during the 2nd quarter. Bank of Montreal Can now owns 1,570 shares of the company’s stock worth $36,000 after purchasing an additional 690 shares in the last quarter. Berkshire Money Management Inc. acquired a new position in Schwab 5-10 Year Corporate Bond ETF during the 2nd quarter worth approximately $39,000. Finally, SYM FINANCIAL Corp bought a new position in Schwab 5-10 Year Corporate Bond ETF in the 2nd quarter valued at approximately $42,000.

Schwab 5-10 Year Corporate Bond ETF Stock Performance

Shares of Schwab 5-10 Year Corporate Bond ETF stock opened at $22.94 on Monday. The company’s 50 day moving average price is $23.07 and its two-hundred day moving average price is $22.88. Schwab 5-10 Year Corporate Bond ETF has a fifty-two week low of $21.59 and a fifty-two week high of $23.28.

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.