WestHill Financial Advisors Inc. Has $10.50 Million Stock Holdings in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)

WestHill Financial Advisors Inc. reduced its position in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 233,586 shares of the company’s stock after selling 3,673 shares during the quarter. Schwab 5-10 Year Corporate Bond ETF comprises 2.8% of WestHill Financial Advisors Inc.’s portfolio, making the stock its 7th largest holding. WestHill Financial Advisors Inc.’s holdings in Schwab 5-10 Year Corporate Bond ETF were worth $10,497,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. LexAurum Advisors LLC boosted its stake in Schwab 5-10 Year Corporate Bond ETF by 5.7% during the 4th quarter. LexAurum Advisors LLC now owns 6,032 shares of the company’s stock valued at $271,000 after purchasing an additional 325 shares in the last quarter. Family Asset Management LLC boosted its stake in Schwab 5-10 Year Corporate Bond ETF by 13.5% during the 3rd quarter. Family Asset Management LLC now owns 3,594 shares of the company’s stock valued at $152,000 after purchasing an additional 428 shares in the last quarter. UBS Group AG boosted its stake in Schwab 5-10 Year Corporate Bond ETF by 155.7% during the 1st quarter. UBS Group AG now owns 790 shares of the company’s stock valued at $38,000 after purchasing an additional 481 shares in the last quarter. MCF Advisors LLC bought a new position in Schwab 5-10 Year Corporate Bond ETF during the 3rd quarter valued at $25,000. Finally, Nilsine Partners LLC boosted its stake in Schwab 5-10 Year Corporate Bond ETF by 1.7% during the 4th quarter. Nilsine Partners LLC now owns 35,379 shares of the company’s stock valued at $1,590,000 after purchasing an additional 584 shares in the last quarter.

Schwab 5-10 Year Corporate Bond ETF Price Performance

Shares of NYSEARCA:SCHI traded down $0.06 on Thursday, reaching $43.23. 90,076 shares of the company traded hands, compared to its average volume of 500,151. Schwab 5-10 Year Corporate Bond ETF has a fifty-two week low of $40.94 and a fifty-two week high of $45.19. The company’s 50 day moving average is $44.11 and its 200-day moving average is $43.64.

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.