Schwab 5-10 Year Corporate Bond ETF
SCHI
208 hedge funds and large institutions have $903M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 23 closing their positions.
113% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 23
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
16% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 61
9% more funds holding
Funds holding: 190 → 208 (+18)
5% more capital invested
Capital invested by funds: $861M → $903M (+$41.8M)
11.99% less ownership
Funds ownership: 23.67% → 11.68% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$28.2M |
| 2 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
+$14.1M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$12.5M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$5.69M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$9.98M |
| 2 |
SFA
Semmax Financial Advisors
Winston Salem,
North Carolina
|
-$9.06M |
| 3 |
RA
Rational Advisors
Huntington,
New York
|
-$5.07M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$3.83M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$3.64M |
SCHI Hedge Fund Activity: Q4 2024 in Review
208 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q4 2024, worth a combined $903M — up 4.9% from $861M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHI positions and 23 closed out — a net gain of 26 holders — while 71 added to existing stakes and 61 trimmed.
The largest buyer was Campbell Wealth Management, adding an estimated $28.2M. The largest seller was WT Wealth Management, cutting an estimated $9.98M.
- 208 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q4 2024, up from 190 in Q3 2024.
- Funds reported $903M of Schwab 5-10 Year Corporate Bond ETF stock for Q4 2024, up 4.9% quarter-over-quarter.
- 49 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q4 2024 and 23 closed out, a net change of +26 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q4 2024 was Campbell Wealth Management, an estimated $28.2M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q4 2024 was WT Wealth Management, an estimated $9.98M sold.
Based on aggregated 13F filings for Q4 2024.