Schwab 5-10 Year Corporate Bond ETF
SCHI
226 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 28 closing their positions.
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
13% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 68
7% more capital invested
Capital invested by funds: $914M → $980M (+$66M)
6% more funds holding
Funds holding: 213 → 226 (+13)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.12% less ownership
Funds ownership: 11.39% → 11.27% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$20.4M |
| 2 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$11.4M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$4.55M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$3.88M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$3.98M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.84M |
| 3 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
-$2.59M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$1.95M |
| 5 |
IA
Integrity Alliance
Urbandale,
Iowa
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
251
Addison Advisors
Middlebury,
Vermont
| – | -$5.03K | -224 | Closed |
|
|
KWM
252
Kiker Wealth Management
Jasper,
Georgia
| – | -$4.81K | -214 | Closed |
|
|
CFFP
253
Center for Financial Planning
Southfied,
Michigan
| – | -$652 | -29 | Closed |
|
254
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$584 | -26 | Closed |
|
|
LWMI
255
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$450 | -20 | Closed |
|
SCHI Hedge Fund Activity: Q2 2025 in Review
226 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q2 2025, worth a combined $980M — up 7.2% from $914M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHI positions and 28 closed out — a net gain of 17 holders — while 77 added to existing stakes and 68 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $20.4M. The largest seller was San Luis Wealth Advisors, cutting an estimated $3.98M.
- 226 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q2 2025, up from 213 in Q1 2025.
- Funds reported $980M of Schwab 5-10 Year Corporate Bond ETF stock for Q2 2025, up 7.2% quarter-over-quarter.
- 45 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q2 2025 and 28 closed out, a net change of +17 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q2 2025 was CAPTRUST Financial Advisors, an estimated $20.4M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q2 2025 was San Luis Wealth Advisors, an estimated $3.98M sold.
Based on aggregated 13F filings for Q2 2025.