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Schwab 5-10 Year Corporate Bond ETF

45 hedge funds and large institutions have $299M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $253M → $299M (+$45.2M)

10% more funds holding

Funds holding: 4145 (+4)

9.32% more ownership

Funds ownership: 141.15%150.47% (+9.3%)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
10
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change

SCHI Hedge Fund Activity: Q2 2022 in Review

45 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q2 2022, worth a combined $299M — up 18% from $253M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SCHI positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 18 trimmed.

The largest buyer was Charles Schwab, adding an estimated $44M. The largest seller was Old Mission Capital, cutting an estimated $1.28M.

  • 45 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q2 2022, up from 41 in Q1 2022.
  • Funds reported $299M of Schwab 5-10 Year Corporate Bond ETF stock for Q2 2022, up 18% quarter-over-quarter.
  • 8 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q2 2022 and 4 closed out, a net change of +4 holders.
  • The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q2 2022 was Charles Schwab, an estimated $44M added.
  • The largest Schwab 5-10 Year Corporate Bond ETF seller in Q2 2022 was Old Mission Capital, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2022.