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Schwab 5-10 Year Corporate Bond ETF
SCHI
SCHI
98 hedge funds and large institutions have $4.91B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
575% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 8
160% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 10
88% more funds holding
Funds holding: 52 → 98 (+46)
1% more capital invested
Capital invested by funds: $4.84B → $4.91B (+$63.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
217.89% less ownership
Funds ownership: 409.03% → 191.14% (-218%)
Holders
98
Holders Change
+46
Holders Change %
+88.46%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
54
Increased
26
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$86M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.09M |
| 3 |
Jane Street
New York
|
+$4.25M |
| 4 |
BlackRock
New York
|
+$3.83M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.12M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
101
Steward Partners Investment Advisory
New York
| – | -$17.7K | -792 | Closed |
|
|
NECFA
102
New England Capital Financial Advisors
Meriden,
Connecticut
| – | -$4.06K | -182 | Closed |
|
|
FA
103
Fortis Advisors
Wayne,
Pennsylvania
| – | -$3.39K | -152 | Closed |
|
|
EI
104
Ellevest Inc
New York
| – | -$1.83K | -82 | Closed |
|
105
First Manhattan
New York
| – | -$1.78K | -80 | Closed |
|
|
GWSA
106
Global Wealth Strategies & Associates
Denver,
Colorado
| – | -$1.03K | -46 | Closed |
|
|
AWM
107
Avior Wealth Management
Omaha,
Nebraska
| – | -$803 | -36 | Closed |
|