EP Wealth Advisors LLC Acquires 2,964 Shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)

EP Wealth Advisors LLC raised its holdings in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) by 99.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,956 shares of the company’s stock after buying an additional 2,964 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $268,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Janney Montgomery Scott LLC increased its stake in shares of Schwab 5-10 Year Corporate Bond ETF by 21.2% during the third quarter. Janney Montgomery Scott LLC now owns 5,668 shares of the company’s stock worth $239,000 after purchasing an additional 993 shares during the period. Envestnet Portfolio Solutions Inc. bought a new position in shares of Schwab 5-10 Year Corporate Bond ETF during the third quarter worth approximately $925,000. Envestnet Asset Management Inc. increased its stake in shares of Schwab 5-10 Year Corporate Bond ETF by 45.3% during the third quarter. Envestnet Asset Management Inc. now owns 199,824 shares of the company’s stock worth $8,433,000 after purchasing an additional 62,295 shares during the period. Mariner LLC increased its stake in shares of Schwab 5-10 Year Corporate Bond ETF by 133.1% during the third quarter. Mariner LLC now owns 25,762 shares of the company’s stock worth $1,087,000 after purchasing an additional 14,708 shares during the period. Finally, Beacon Bridge Wealth Partners LLC bought a new position in shares of Schwab 5-10 Year Corporate Bond ETF during the third quarter worth approximately $211,000.

Schwab 5-10 Year Corporate Bond ETF Trading Up 0.3 %

Shares of NYSEARCA SCHI opened at $44.41 on Thursday. Schwab 5-10 Year Corporate Bond ETF has a 1-year low of $40.94 and a 1-year high of $45.19. The business’s 50 day moving average is $43.78 and its 200-day moving average is $44.17.

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.