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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
226
Holders Change
+13
Holders Change %
+6.1%
% of All Funds
2.98%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
45
Increased
77
Reduced
68
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.4M
2
CJH
Christopher J. Hasenberg
Wisconsin
+$11.4M
3
ACM
AlphaStar Capital Management
North Carolina
+$4.55M
4
Stifel Financial
Stifel Financial
Missouri
+$3.88M
5
RA
Rational Advisors
New York
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
SLWA
San Luis Wealth Advisors
California
-$3.98M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.84M
3
SFM
Signet Financial Management
New Jersey
-$2.59M
4
RIG
RiverFront Investment Group
Virginia
-$1.95M
5
IA
Integrity Alliance
Iowa
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$4.8M -$512K -22,936 -10%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$4.76M +$10.4K +466 +0.2%
ACM
28
AlphaStar Capital Management
North Carolina
$4.64M +$4.55M +203,747 New
SF
29
Seek First
California
$4.21M +$408K +18,306 +11%
SFA
30
Semmax Financial Advisors
North Carolina
$4.13M +$100K +4,492 +3%
EL
31
Essex LLC
Illinois
$3.95M +$1.54M +69,240 +66%
MA
32
Mutual Advisors
Nebraska
$3.76M +$307K +13,744 +9%
FTUS
33
Flow Traders U.S.
New York
$3.76M +$3.36M +150,655 +1,040%
VST
34
Van Strum & Towne
California
$3.33M +$73.2K +3,279 +2%
MAS
35
Madden Advisory Services
Florida
$3.21M +$295K +13,217 +10%
BONH
36
Bank of New Hampshire
New Hampshire
$3.1M +$366K +16,420 +14%
William Blair & Company
37
William Blair & Company
Illinois
$3.08M +$646K +28,976 +27%
ACM
38
Andina Capital Management
Utah
$3.04M -$487K -21,829 -14%
DF
39
DecisionPoint Financial
Arizona
$2.9M -$395K -17,698 -12%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.76M +$40K +1,792 +2%
BBWP
41
Beacon Bridge Wealth Partners
Pennsylvania
$2.75M -$152K -6,818 -5%
AFO
42
Arrowroot Family Office
California
$2.54M +$2.49M +111,809 New
AI
43
Atria Investments
North Carolina
$2.53M -$433K -19,426 -15%
SA
44
Sanctuary Advisors
Indiana
$2.49M +$518K +23,199 +27%
PC
45
Prairiewood Capital
North Dakota
$2.3M +$487K +21,826 +28%
WOSD
46
WFA of San Diego
California
$2.2M +$2.16M +96,730 New
CNBTD
47
Citizens National Bank Trust Department
Mississippi
$2.18M -$23.4K -1,048 -1%
AssetMark Inc
48
AssetMark Inc
California
$2.09M -$88.9K -3,987 -4%
CA
49
CoreCap Advisors
Michigan
$2.05M +$162K +7,246 +9%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.87M +$1.83M +82,217 New
1
2
3 4 5

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.