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Schwab 5-10 Year Corporate Bond ETF
SCHI

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 43

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

2% more funds holding

Funds holding: 187 → 190 (+3)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

86% less capital invested

Capital invested by funds: $5.97B → $861M (-$5.11B)

157.59% less ownership

Funds ownership: 181.26% → 23.67% (-158%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Campbell Wealth Management
Virginia
+$100M
2
WWM
WT Wealth Management
Arizona
+$20.2M
3
RIG
RiverFront Investment Group
Virginia
+$9.53M
4
SFA
Semmax Financial Advisors
North Carolina
+$6.85M
5
RJA
Raymond James & Associates
Florida
+$6.41M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$5.28B
2
MFG
Marmo Financial Group
Tennessee
-$6.12M
3
BlackRock
BlackRock
New York
-$5.39M
4
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$3.66M
5
OMC
Old Mission Capital
Illinois
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
76
Wedbush Securities
California
$778K -$55.6K -2,454 -7%
IIA
77
Integral Investment Advisors
California
$747K +$285K +12,592 +64%
Cerity Partners
78
Cerity Partners
New York
$732K -$528K -23,282 -42%
WA
79
Waverly Advisors
Alabama
$698K +$240K +10,580 +54%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$642K +$436K +19,234 +53%
KWM
81
Kingsview Wealth Management
Oregon
$640K +$408K +18,012 +185%
KAS
82
Kestra Advisory Services
Texas
$634K -$7.48K -330 -1%
JF
83
Joule Financial
Kentucky
$590K +$12.9K +568 +2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$572K +$76K +3,354 +16%
EWA
85
EP Wealth Advisors
California
$568K +$49.9K +2,202 +10%
DC
86
Davenport & Co
Virginia
$567K -$408 -18 -0.1%
FA
87
Flagstar Advisors
New York
$560K +$550K +24,272 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$543K -$67K -2,954 -11%
CW
89
CreativeOne Wealth
Kansas
$527K +$517K +22,816 New
HI
90
Harbour Investments
Wisconsin
$495K -$6.17K -272 -1%
C1AG
91
Client 1st Advisory Group
Florida
$484K -$28.4K -1,254 -6%
IA
92
IFP Advisors
Florida
$478K +$393K +17,332 +514%
SFA
93
Sequoia Financial Advisors
Ohio
$470K +$26.1K +1,150 +6%
VA
94
Valmark Advisers
Ohio
$468K – – –
CCG
95
Ceeto Capital Group
Florida
$462K +$227K +10,000 +100%
WP
96
WealthPLAN Partners
Nebraska
$445K -$25.2K -1,110 -5%
CKAIS
97
Christensen King & Associates Investment Services
Washington
$440K -$9.93K -438 -2%
WCM
98
WealthBridge Capital Management
Ohio
$424K +$31.7K +1,400 +8%
OAJ
99
Ogorek Anthony Joseph
New York
$423K -$12.9K -570 -3%
CAL
100
Capital Analysts LLC
Pennsylvania
$421K +$104K +4,586 +34%
2 3
4
5 6

SCHI Hedge Fund Activity: Q3 2024 in Review

190 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q3 2024, worth a combined $861M — down 86% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SCHI positions and 31 closed out — a net gain of 4 holders — while 89 added to existing stakes and 43 trimmed.

The largest buyer was Campbell Wealth Management, opening a new position worth an estimated $100M. The largest seller was Charles Schwab, exiting entirely with an estimated $5.28B sold.

  • 190 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q3 2024, up from 187 in Q2 2024.
  • Funds reported $861M of Schwab 5-10 Year Corporate Bond ETF stock for Q3 2024, down 86% quarter-over-quarter.
  • 35 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q3 2024 and 31 closed out, a net change of +4 holders.
  • The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q3 2024 was Campbell Wealth Management, an estimated $100M added.
  • The largest Schwab 5-10 Year Corporate Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $5.28B sold.

Based on aggregated 13F filings for Q3 2024.