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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
CA
201
Crewe Advisors
Utah
$4.37K +$4.28K +192 New
AF
202
Advisornet Financial
Minnesota
$4.07K +$3.99K +179 New
HWP
203
Highline Wealth Partners
California
$4.01K +$3.93K +176 New
HNB
204
Huntington National Bank
Ohio
$3.98K – – –
KFI
205
Key Financial Inc
Pennsylvania
$3.57K – – –
FMP
206
Financial Management Professionals
Texas
$3.19K – – –
PA
207
Parallel Advisors
California
$2.98K -$16.6K -746 -85%
SS
208
Sunbelt Securities
Texas
$2.96K +$2.99K +134 New
CAM
209
Costello Asset Management
Pennsylvania
$2.28K – – –
GI
210
GAMMA Investing
California
$2.07K – – –
WWM
211
Wolff Wiese Magana
California
$1.52K +$1.5K +67 New
GRP
212
Global Retirement Partners
California
$1.48K +$1.45K +65 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$1.43K -$1.54K -69 -52%
BBHC
214
Brown Brothers Harriman & Co
New York
$1.3K +$1.27K +57 New
MWA
215
Medallion Wealth Advisors
Connecticut
$1.27K – – –
MJRIC
216
Mogy Joel R Investment Counsel
California
$1.21K +$1.18K +53 New
CTC
217
Central Trust Company
Missouri
$1.14K +$1.11K +50 New
IRC
218
Investors Research Corp
Georgia
$819 – – –
NC
219
North Capital
Utah
$569 – – –
PFBT
220
Parkside Financial Bank & Trust
Missouri
$419 – – –
GSWM
221
Golden State Wealth Management
California
$410 – – –
CCMI
222
Creative Capital Management Investments
California
$364 – – –
CPG
223
Cornerstone Planning Group
New Jersey
$289 +$22 +1 +8%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274 +$268 +12 New
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$259 -$3.66K -164 -94%
7 8
9
10 11

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.