Schwab 5-10 Year Corporate Bond ETF
SCHI
187 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 39 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 50
15% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 39
2% more funds holding
Funds holding: 184 → 187 (+3)
0% more capital invested
Capital invested by funds: $5.96B → $5.97B (+$12.6M)
4.26% less ownership
Funds ownership: 185.52% → 181.26% (-4.3%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$5.01B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17M |
| 3 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$14.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.41M |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
-$92.7M |
| 2 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$16.6M |
| 3 |
Rockefeller Capital Management
New York
|
-$14M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.57M |
| 5 |
Jane Street
New York
|
-$3.49M |
SCHI Hedge Fund Activity: Q2 2024 in Review
187 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q2 2024, worth a combined $5.97B — up 0.21% from $5.96B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHI positions and 39 closed out — a net gain of 6 holders — while 72 added to existing stakes and 50 trimmed.
The largest buyer was Charles Schwab, adding an estimated $5.01B. The largest seller was Campbell Wealth Management, exiting entirely with an estimated $92.7M sold.
- 187 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q2 2024, up from 184 in Q1 2024.
- Funds reported $5.97B of Schwab 5-10 Year Corporate Bond ETF stock for Q2 2024, up 0.21% quarter-over-quarter.
- 45 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q2 2024 and 39 closed out, a net change of +6 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $5.01B added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q2 2024 was Campbell Wealth Management, an estimated $92.7M sold.
Based on aggregated 13F filings for Q2 2024.