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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
BCM
101
Brookstone Capital Management
Illinois
$434K +$426K +19,085 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$416K +$78.4K +3,516 +24%
Lido Advisors
103
Lido Advisors
California
$414K +$406K +18,198 New
FA
104
FC Advisory
Pennsylvania
$402K +$803 +36 +0.2%
WIM
105
WealthPlan Investment Management
Nebraska
$402K -$3.95K -177 -1%
OMC
106
Old Mission Capital
Illinois
$392K -$39K -1,746 -9%
HR
107
Howe & Rusling
New York
$390K +$244K +10,917 +176%
GS
108
GTS Securities
New York
$377K -$223K -9,976 -38%
Corient Private Wealth
109
Corient Private Wealth
Florida
$367K +$26.8K +1,200 +8%
SFA
110
Sequoia Financial Advisors
Ohio
$358K -$128K -5,730 -27%
GTAM
111
Global Trust Asset Management
Florida
$353K +$346K +15,500 New
SWM
112
Selective Wealth Management
Virginia
$349K +$491 +22 +0.1%
WS
113
Wedbush Securities
California
$337K -$137K -6,153 -29%
JWCA
114
J.W. Cole Advisors
Florida
$328K +$321K +14,391 New
TWM
115
Tradition Wealth Management
Minnesota
$327K -$10.9K -488 -3%
CAL
116
Capital Analysts LLC
Pennsylvania
$326K +$647 +29 +0.2%
PWM
117
Perigon Wealth Management
California
$325K +$2.23K +100 +0.7%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$318K +$27.7K +1,240 +10%
CIA
119
Concurrent Investment Advisors
Florida
$309K +$303K +13,596 New
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$307K +$14.9K +667 +5%
PP
121
Patten & Patten
Tennessee
$306K – – –
MA
122
MONECO Advisors
Connecticut
$305K +$1.5K +67 +0.5%
MML Investors Services
123
MML Investors Services
Massachusetts
$299K +$51.7K +2,316 +21%
KWM
124
Kingsview Wealth Management
Oregon
$298K +$47.6K +2,135 +19%
C
125
Certuity
Florida
$296K +$3.66K +164 +1%
3 4
5
6 7

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.