Transform Wealth LLC Purchases 29,142 Shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)

Transform Wealth LLC raised its position in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) by 91.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 60,843 shares of the company’s stock after acquiring an additional 29,142 shares during the period. Transform Wealth LLC’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $1,343,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of SCHI. Campbell Wealth Management acquired a new position in Schwab 5-10 Year Corporate Bond ETF during the 3rd quarter valued at $102,179,000. San Luis Wealth Advisors LLC increased its holdings in shares of Schwab 5-10 Year Corporate Bond ETF by 135.4% during the 4th quarter. San Luis Wealth Advisors LLC now owns 1,043,209 shares of the company’s stock worth $23,024,000 after purchasing an additional 600,055 shares during the period. WT Wealth Management acquired a new position in shares of Schwab 5-10 Year Corporate Bond ETF during the third quarter valued at about $20,588,000. Charles Schwab Trust Co lifted its stake in shares of Schwab 5-10 Year Corporate Bond ETF by 80.3% in the fourth quarter. Charles Schwab Trust Co now owns 442,304 shares of the company’s stock valued at $9,762,000 after buying an additional 196,924 shares during the period. Finally, Semmax Financial Advisors Inc. grew its position in Schwab 5-10 Year Corporate Bond ETF by 111.6% during the third quarter. Semmax Financial Advisors Inc. now owns 286,383 shares of the company’s stock worth $13,219,000 after buying an additional 151,023 shares in the last quarter.

Schwab 5-10 Year Corporate Bond ETF Price Performance

Shares of NYSEARCA:SCHI opened at $22.07 on Tuesday. Schwab 5-10 Year Corporate Bond ETF has a 1-year low of $21.50 and a 1-year high of $23.21. The business’s 50 day moving average is $22.23 and its 200-day moving average is $22.52.

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.