Schwab 5-10 Year Corporate Bond ETF
SCHI
46 hedge funds and large institutions have $281M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
24% more capital invested
Capital invested by funds: $227M → $281M (+$54.7M)
13.48% more ownership
Funds ownership: 136.78% → 150.26% (+13%)
5% more funds holding
Funds holding: 44 → 46 (+2)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$43.3M |
| 2 |
Jane Street
New York
|
+$14.2M |
| 3 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$2.05M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.41M |
| 5 |
CC
Copperleaf Capital
Raleigh,
North Carolina
|
+$643K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.68M |
| 2 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$1.21M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$385K |
| 4 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$378K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$356K |
SCHI Hedge Fund Activity: Q4 2021 in Review
46 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q4 2021, worth a combined $281M — up 24% from $227M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHI positions and 8 closed out — a net gain of 3 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Charles Schwab, adding an estimated $43.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.68M sold.
- 46 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q4 2021, up from 44 in Q3 2021.
- Funds reported $281M of Schwab 5-10 Year Corporate Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
- 11 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q4 2021 and 8 closed out, a net change of +3 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q4 2021 was Charles Schwab, an estimated $43.3M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.68M sold.
Based on aggregated 13F filings for Q4 2021.