Schwab 5-10 Year Corporate Bond ETF
SCHI
41 hedge funds and large institutions have $253M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 10 closing their positions.
9.11% less ownership
Funds ownership: 150.26% → 141.15% (-9.1%)
10% less capital invested
Capital invested by funds: $281M → $253M (-$28.1M)
11% less funds holding
Funds holding: 46 → 41 (-5)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$10.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.39M |
| 3 |
MG
MilWealth Group
Milwaukee,
Wisconsin
|
+$1.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.9M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$7.48M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.83M |
| 4 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$762K |
| 5 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
-$534K |
SCHI Hedge Fund Activity: Q1 2022 in Review
41 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q1 2022, worth a combined $253M — down 10% from $281M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SCHI and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 13 added.
The largest buyer was Charles Schwab, adding an estimated $10.3M. The largest seller was Jane Street, cutting an estimated $10.9M.
- 41 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q1 2022, down from 46 in Q4 2021.
- Funds reported $253M of Schwab 5-10 Year Corporate Bond ETF stock for Q1 2022, down 10% quarter-over-quarter.
- 7 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q1 2022 and 10 closed out, a net change of -3 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q1 2022 was Charles Schwab, an estimated $10.3M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q1 2022 was Jane Street, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2022.