Schwab 5-10 Year Corporate Bond ETF
SCHI
44 hedge funds and large institutions have $227M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
5% more funds holding
Funds holding: 42 → 44 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $228M → $227M (-$1.17M)
6.53% less ownership
Funds ownership: 143.31% → 136.78% (-6.5%)
72% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$29.3M |
| 2 |
VST
Van Strum & Towne
San Francisco,
California
|
+$1.22M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$359K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$118K |
| 5 |
RI
Ridgewood Investments
Springfield,
New Jersey
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$21M |
| 2 |
Jane Street
New York
|
-$9.42M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.93M |
| 4 |
C1AG
Client 1st Advisory Group
Dunedin,
Florida
|
-$1.72M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$1.12M |
SCHI Hedge Fund Activity: Q3 2021 in Review
44 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q3 2021, worth a combined $227M — down 0.51% from $228M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SCHI positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 29 trimmed.
The largest buyer was Charles Schwab, adding an estimated $29.3M. The largest seller was Citadel Advisors, cutting an estimated $21M.
- 44 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q3 2021, up from 42 in Q2 2021.
- Funds reported $227M of Schwab 5-10 Year Corporate Bond ETF stock for Q3 2021, down 0.51% quarter-over-quarter.
- 6 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +3 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q3 2021 was Charles Schwab, an estimated $29.3M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2021.