Schwab 5-10 Year Corporate Bond ETF
SCHI
11 hedge funds and large institutions have $108M invested in Schwab 5-10 Year Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
18% more capital invested
Capital invested by funds: $90.8M → $108M (+$16.8M)
7.44% less ownership
Funds ownership: 176.99% → 169.54% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$90.9M |
| 2 |
Jane Street
New York
|
+$7.16M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.11M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$85.7M |
SCHI Hedge Fund Activity: Q1 2020 in Review
11 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q1 2020, worth a combined $108M — up 18% from $90.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SCHI positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $90.9M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $85.7M sold.
- 11 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q1 2020, up from 6 in Q4 2019.
- Funds reported $108M of Schwab 5-10 Year Corporate Bond ETF stock for Q1 2020, up 18% quarter-over-quarter.
- 6 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q1 2020 and 1 closed out, a net change of +5 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q1 2020 was Charles Schwab, an estimated $90.9M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $85.7M sold.
Based on aggregated 13F filings for Q1 2020.