Schwab 5-10 Year Corporate Bond ETF
SCHI
214 hedge funds and large institutions have $921M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 29 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 54
34% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 29
3% more funds holding
Funds holding: 208 → 214 (+6)
2% more capital invested
Capital invested by funds: $903M → $921M (+$17.6M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.21% less ownership
Funds ownership: 11.68% → 11.47% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$140M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$6.58M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.96M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.68M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$12.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.97M |
| 3 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$4.62M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.79M |
| 5 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$2.22M |
SCHI Hedge Fund Activity: Q1 2025 in Review
214 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q1 2025, worth a combined $921M — up 1.9% from $903M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SCHI positions and 29 closed out — a net gain of 10 holders — while 84 added to existing stakes and 54 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $140M. The largest seller was Destiny Wealth Partners, exiting entirely with an estimated $12.3M sold.
- 214 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q1 2025, up from 208 in Q4 2024.
- Funds reported $921M of Schwab 5-10 Year Corporate Bond ETF stock for Q1 2025, up 1.9% quarter-over-quarter.
- 39 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q1 2025 and 29 closed out, a net change of +10 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $140M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q1 2025 was Destiny Wealth Partners, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2025.