Schwab 5-10 Year Corporate Bond ETF
SCHI
17 hedge funds and large institutions have $134M invested in Schwab 5-10 Year Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more funds holding
Funds holding: 15 → 17 (+2)
7% more capital invested
Capital invested by funds: $125M → $134M (+$9.21M)
2.93% less ownership
Funds ownership: 147.81% → 144.88% (-2.9%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$4.34M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$3.76M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
+$3.6M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$984K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.84M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$914K |
| 4 |
BSB
Bangor Savings Bank
Bangor,
Maine
|
-$365K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$112K |
SCHI Hedge Fund Activity: Q4 2020 in Review
17 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q4 2020, worth a combined $134M — up 7.4% from $125M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SCHI positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Charles Schwab Trust, adding an estimated $4.34M. The largest seller was Jane Street, cutting an estimated $3.84M.
- 17 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q4 2020, up from 15 in Q3 2020.
- Funds reported $134M of Schwab 5-10 Year Corporate Bond ETF stock for Q4 2020, up 7.4% quarter-over-quarter.
- 5 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +2 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q4 2020 was Charles Schwab Trust, an estimated $4.34M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $3.84M sold.
Based on aggregated 13F filings for Q4 2020.