Schwab 5-10 Year Corporate Bond ETF
SCHI
42 hedge funds and large institutions have $228M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 28 closing their positions.
21.92% more ownership
Funds ownership: 121.39% → 143.31% (+22%)
7% less capital invested
Capital invested by funds: $245M → $228M (-$16.9M)
29% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 21
35% less funds holding
Funds holding: 65 → 42 (-23)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
82% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$40.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$16.8M |
| 3 |
Jane Street
New York
|
+$2.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.72M |
| 5 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
-$18.3M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$9.88M |
| 3 |
VFM
Vivid Financial Management
Orcutt,
California
|
-$6.81M |
| 4 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$6.4M |
| 5 |
APW
Austin Private Wealth
Austin,
Texas
|
-$3.55M |
SCHI Hedge Fund Activity: Q2 2021 in Review
42 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q2 2021, worth a combined $228M — down 6.9% from $245M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of SCHI and 5 opened new positions — a net loss of 23 holders — while 21 trimmed existing stakes and 15 added.
The largest buyer was Charles Schwab, adding an estimated $40.6M. The largest seller was 55I LLC, cutting an estimated $18.3M.
- 42 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q2 2021, down from 65 in Q1 2021.
- Funds reported $228M of Schwab 5-10 Year Corporate Bond ETF stock for Q2 2021, down 6.9% quarter-over-quarter.
- 5 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q2 2021 and 28 closed out, a net change of -23 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q2 2021 was Charles Schwab, an estimated $40.6M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q2 2021 was 55I LLC, an estimated $18.3M sold.
Based on aggregated 13F filings for Q2 2021.