Schwab 5-10 Year Corporate Bond ETF
SCHI
184 hedge funds and large institutions have $5.96B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 39 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
62% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 42
49% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 39
12% more capital invested
Capital invested by funds: $5.34B → $5.96B (+$617M)
10% more funds holding
Funds holding: 167 → 184 (+17)
0.51% less ownership
Funds ownership: 186.03% → 185.52% (-0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$172M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$146M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$136M |
| 4 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$78.7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.27M |
| 2 |
BlackRock
New York
|
-$9.23M |
| 3 |
PWMG
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
-$5.41M |
| 4 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$3.92M |
| 5 |
APW
Austin Private Wealth
Austin,
Texas
|
-$3.05M |
SCHI Hedge Fund Activity: Q1 2024 in Review
184 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q1 2024, worth a combined $5.96B — up 12% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHI positions and 39 closed out — a net gain of 19 holders — while 68 added to existing stakes and 42 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $172M. The largest seller was JP Morgan Chase, cutting an estimated $9.27M.
- 184 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q1 2024, up from 167 in Q4 2023.
- Funds reported $5.96B of Schwab 5-10 Year Corporate Bond ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 58 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q1 2024 and 39 closed out, a net change of +19 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q1 2024 was RiverFront Investment Group, an estimated $172M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q1 2024 was JP Morgan Chase, an estimated $9.27M sold.
Based on aggregated 13F filings for Q1 2024.