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Schwab 5-10 Year Corporate Bond ETF
SCHI
SCHI
208 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
113% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 23
82% more capital invested
Capital invested by funds: $861M → $1.57B (+$707M)
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
16% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 61
9% more funds holding
Funds holding: 190 → 208 (+18)
11.99% less ownership
Funds ownership: 23.67% → 11.68% (-12%)
Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
49
Increased
71
Reduced
61
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$28.2M |
| 2 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
+$14.1M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$12.5M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$5.69M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
+$5.62M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAG
226
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$18.8K | -816 | Closed |
|
|
MAM
227
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$18.1K | -786 | Closed |
|
|
TAM
228
Tucker Asset Management
Littleton,
Colorado
| – | -$16.5K | -716 | Closed |
|
|
PS
229
Planned Solutions
Folsom,
California
| – | -$10.8K | -468 | Closed |
|
230
Jones Financial Companies
Des Peres,
Missouri
| – | -$5.41K | -234 | Closed |
|
|
CFGS
231
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$2.11K | -94 | Closed |
|
|
SIS
232
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$600 | -26 | Closed |
|