Schwab 5-10 Year Corporate Bond ETF
SCHI
98 hedge funds and large institutions have $4.91B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.
8,352% more capital inflows, than outflows
Capital inflows: $130M | Capital outflows: $1.53M
575% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 8
160% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 10
88% more funds holding
Funds holding: 52 → 98 (+46)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1,332.01% less ownership
Funds ownership: 1,427.58% → 95.57% (-1,332%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$86M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.09M |
| 3 |
Jane Street
New York
|
+$4.25M |
| 4 |
BlackRock
New York
|
+$3.83M |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$1.02M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$166K |
| 3 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$80.9K |
| 4 |
Charles Schwab
San Francisco,
California
|
-$61K |
| 5 |
Belpointe Asset Management
Reno,
Nevada
|
-$56.4K |
SCHI Hedge Fund Activity: Q2 2023 in Review
98 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q2 2023, worth a combined $4.91B — up 1.3% from $4.84B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SCHI positions and 8 closed out — a net gain of 46 holders — while 26 added to existing stakes and 10 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $86M. The largest seller was Old Mission Capital, cutting an estimated $1.02M.
- 98 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q2 2023, up from 52 in Q1 2023.
- Funds reported $4.91B of Schwab 5-10 Year Corporate Bond ETF stock for Q2 2023, up 1.3% quarter-over-quarter.
- 54 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q2 2023 and 8 closed out, a net change of +46 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q2 2023 was Charles Schwab Investment Advisory, an estimated $86M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q2 2023 was Old Mission Capital, an estimated $1.02M sold.
Based on aggregated 13F filings for Q2 2023.