Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) is WestHill Financial Advisors Inc.’s 9th Largest Position

WestHill Financial Advisors Inc. lifted its holdings in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) by 92.9% during the fourth quarter, Holdings Channel reports. The fund owned 493,032 shares of the company’s stock after purchasing an additional 237,464 shares during the quarter. Schwab 5-10 Year Corporate Bond ETF accounts for 2.4% of WestHill Financial Advisors Inc.’s investment portfolio, making the stock its 9th largest holding. WestHill Financial Advisors Inc.’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $10,881,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of SCHI. Godsey & Gibb Inc. purchased a new stake in Schwab 5-10 Year Corporate Bond ETF during the 3rd quarter worth approximately $25,000. Elevation Wealth Partners LLC grew its position in shares of Schwab 5-10 Year Corporate Bond ETF by 100.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 1,116 shares of the company’s stock worth $25,000 after buying an additional 558 shares in the last quarter. Archer Investment Corp increased its stake in shares of Schwab 5-10 Year Corporate Bond ETF by 100.0% in the fourth quarter. Archer Investment Corp now owns 1,268 shares of the company’s stock worth $28,000 after buying an additional 634 shares during the last quarter. Truvestments Capital LLC bought a new position in Schwab 5-10 Year Corporate Bond ETF during the 3rd quarter valued at $29,000. Finally, MCF Advisors LLC grew its holdings in Schwab 5-10 Year Corporate Bond ETF by 100.0% during the 4th quarter. MCF Advisors LLC now owns 1,356 shares of the company’s stock worth $30,000 after acquiring an additional 678 shares in the last quarter.

Schwab 5-10 Year Corporate Bond ETF Stock Performance

Shares of Schwab 5-10 Year Corporate Bond ETF stock opened at $22.19 on Wednesday. Schwab 5-10 Year Corporate Bond ETF has a 1 year low of $21.50 and a 1 year high of $23.21. The firm’s 50-day simple moving average is $22.13 and its 200-day simple moving average is $22.50.

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.