Schwab 5-10 Year Corporate Bond ETF
SCHI
54 hedge funds and large institutions have $192M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 17 closing their positions.
5% less funds holding
Funds holding: 57 → 54 (-3)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
12.74% less ownership
Funds ownership: 71.3% → 58.57% (-13%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
89% less capital inflows, than outflows
Capital inflows: $14.3M | Capital outflows: $126M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$3.97M |
| 2 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
|
+$1.6M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.35M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$108M |
| 2 |
Jane Street
New York
|
-$7.73M |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$2.68M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.32M |
| 5 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$797K |
SCHI Hedge Fund Activity: Q4 2022 in Review
54 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q4 2022, worth a combined $192M — down 35% from $297M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of SCHI and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 11 added.
The largest buyer was Charles Schwab Trust, adding an estimated $3.97M. The largest seller was Charles Schwab, cutting an estimated $108M.
- 54 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q4 2022, down from 57 in Q3 2022.
- Funds reported $192M of Schwab 5-10 Year Corporate Bond ETF stock for Q4 2022, down 35% quarter-over-quarter.
- 15 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q4 2022 and 17 closed out, a net change of -2 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q4 2022 was Charles Schwab Trust, an estimated $3.97M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q4 2022 was Charles Schwab, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2022.