Schwab 5-10 Year Corporate Bond ETF
SCHI
65 hedge funds and large institutions have $245M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
4,800% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 1
282% more funds holding
Funds holding: 17 → 65 (+48)
83% more capital invested
Capital invested by funds: $134M → $245M (+$111M)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
23.48% less ownership
Funds ownership: 144.88% → 121.39% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
+$18.7M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
+$10.2M |
| 3 |
VFM
Vivid Financial Management
Orcutt,
California
|
+$6.96M |
| 4 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
+$6.81M |
| 5 |
Jane Street
New York
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
-$2.53M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$317K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$50.1K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$49K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$45.1K |
SCHI Hedge Fund Activity: Q1 2021 in Review
65 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q1 2021, worth a combined $245M — up 83% from $134M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHI positions and 1 closed out — a net gain of 48 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was 55I LLC, opening a new position worth an estimated $18.7M. The largest seller was TRUADVICE, cutting an estimated $2.53M.
- 65 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q1 2021, up from 17 in Q4 2020.
- Funds reported $245M of Schwab 5-10 Year Corporate Bond ETF stock for Q1 2021, up 83% quarter-over-quarter.
- 49 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q1 2021 and 1 closed out, a net change of +48 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q1 2021 was 55I LLC, an estimated $18.7M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q1 2021 was TRUADVICE, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2021.