Schwab 5-10 Year Corporate Bond ETF
SCHI
52 hedge funds and large institutions have $4.84B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 11 closing their positions.
2,425% more capital invested
Capital invested by funds: $192M → $4.84B (+$4.65B)
291.9% more ownership
Funds ownership: 117.13% → 409.03% (+292%)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
4% less funds holding
Funds holding: 54 → 52 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$4.59B |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.58M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$643K |
| 4 |
WFA
WestHill Financial Advisors
San Rafael,
California
|
+$561K |
| 5 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.98M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$1M |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$722K |
| 5 |
Morgan Stanley
New York
|
-$601K |
SCHI Hedge Fund Activity: Q1 2023 in Review
52 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q1 2023, worth a combined $4.84B — up 2,425% from $192M a quarter earlier.
Fund positioning in SCHI was balanced in Q1 2023: 11 funds opened new positions, 11 closed out, 15 added to existing stakes and 15 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $4.59B. The largest seller was Jane Street, exiting entirely with an estimated $2.98M sold.
- 52 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q1 2023, down from 54 in Q4 2022.
- Funds reported $4.84B of Schwab 5-10 Year Corporate Bond ETF stock for Q1 2023, up 2,425% quarter-over-quarter.
- 11 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q1 2023 and 11 closed out, a net change of 0 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q1 2023 was Charles Schwab Investment Advisory, an estimated $4.59B added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q1 2023 was Jane Street, an estimated $2.98M sold.
Based on aggregated 13F filings for Q1 2023.