Schwab 5-10 Year Corporate Bond ETF
SCHI
167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.
207% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 27
67% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 27
13% more capital invested
Capital invested by funds: $4.72B → $5.34B (+$625M)
11% more funds holding
Funds holding: 150 → 167 (+17)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.78% less ownership
Funds ownership: 188.81% → 186.03% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$275M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$14.6M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$12.5M |
| 4 |
BlackRock
New York
|
+$6.59M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.7M |
| 2 |
Jane Street
New York
|
-$10.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.75M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.05M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.99M |
SCHI Hedge Fund Activity: Q4 2023 in Review
167 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q4 2023, worth a combined $5.34B — up 13% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHI positions and 27 closed out — a net gain of 18 holders — while 83 added to existing stakes and 27 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $275M. The largest seller was Susquehanna International Group, cutting an estimated $12.7M.
- 167 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q4 2023, up from 150 in Q3 2023.
- Funds reported $5.34B of Schwab 5-10 Year Corporate Bond ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 45 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q4 2023 and 27 closed out, a net change of +18 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q4 2023 was Charles Schwab Investment Advisory, an estimated $275M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q4 2023 was Susquehanna International Group, an estimated $12.7M sold.
Based on aggregated 13F filings for Q4 2023.