Schwab 5-10 Year Corporate Bond ETF
SCHI
15 hedge funds and large institutions have $125M invested in Schwab 5-10 Year Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 14 → 15 (+1)
2% less capital invested
Capital invested by funds: $128M → $125M (-$3.13M)
17.98% less ownership
Funds ownership: 165.79% → 147.81% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$10M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$917K |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$243K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$240K |
| 5 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$22K |
| 4 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$14K |
| 5 |
RCA
Ranch Capital Advisors
Sarasota,
Florida
|
-$5K |
SCHI Hedge Fund Activity: Q3 2020 in Review
15 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q3 2020, worth a combined $125M — down 2.4% from $128M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SCHI positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Charles Schwab, adding an estimated $10M. The largest seller was Jane Street, cutting an estimated $14.4M.
- 15 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q3 2020, up from 14 in Q2 2020.
- Funds reported $125M of Schwab 5-10 Year Corporate Bond ETF stock for Q3 2020, down 2.4% quarter-over-quarter.
- 5 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q3 2020 and 3 closed out, a net change of +2 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q3 2020 was Charles Schwab, an estimated $10M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $14.4M sold.
Based on aggregated 13F filings for Q3 2020.