Schwab 5-10 Year Corporate Bond ETF
SCHI
57 hedge funds and large institutions have $297M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
27% more funds holding
Funds holding: 45 → 57 (+12)
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $299M → $297M (-$1.94M)
7.87% less ownership
Funds ownership: 150.47% → 142.6% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$12.3M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$9.79M |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$5.04M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.3M |
| 5 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
+$846K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$6.15M |
| 2 |
Jane Street
New York
|
-$5.85M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.99M |
| 4 |
CC
Copperleaf Capital
Raleigh,
North Carolina
|
-$1.69M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
SCHI Hedge Fund Activity: Q3 2022 in Review
57 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q3 2022, worth a combined $297M — down 0.65% from $299M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCHI positions and 13 closed out — a net gain of 12 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Campbell Wealth Management, opening a new position worth an estimated $12.3M. The largest seller was Charles Schwab Trust, cutting an estimated $6.15M.
- 57 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q3 2022, up from 45 in Q2 2022.
- Funds reported $297M of Schwab 5-10 Year Corporate Bond ETF stock for Q3 2022, down 0.65% quarter-over-quarter.
- 25 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q3 2022 and 13 closed out, a net change of +12 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q3 2022 was Campbell Wealth Management, an estimated $12.3M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q3 2022 was Charles Schwab Trust, an estimated $6.15M sold.
Based on aggregated 13F filings for Q3 2022.