Schwab 5-10 Year Corporate Bond ETF
SCHI
150 hedge funds and large institutions have $4.72B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 22 closing their positions.
241% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 22
114% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 21
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
53% more funds holding
Funds holding: 98 → 150 (+52)
4% less capital invested
Capital invested by funds: $4.91B → $4.72B (-$188M)
2.33% less ownership
Funds ownership: 191.14% → 188.81% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 3 |
JP Morgan Chase
New York
|
+$16.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.3M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$189M |
| 2 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$2.6M |
| 3 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$900K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$324K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$311K |
SCHI Hedge Fund Activity: Q3 2023 in Review
150 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q3 2023, worth a combined $4.72B — down 3.8% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new SCHI positions and 22 closed out — a net gain of 53 holders — while 45 added to existing stakes and 21 trimmed.
The largest buyer was Charles Schwab, adding an estimated $79M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $189M.
- 150 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q3 2023, up from 98 in Q2 2023.
- Funds reported $4.72B of Schwab 5-10 Year Corporate Bond ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
- 75 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q3 2023 and 22 closed out, a net change of +53 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $79M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q3 2023 was Charles Schwab Investment Advisory, an estimated $189M sold.
Based on aggregated 13F filings for Q3 2023.