Schwab 5-10 Year Corporate Bond ETF
SCHI
226 hedge funds and large institutions have $980M invested in Schwab 5-10 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 29 closing their positions.
55% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 29
13% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 68
6% more capital invested
Capital invested by funds: $921M → $980M (+$59.7M)
6% more funds holding
Funds holding: 214 → 226 (+12)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.2% less ownership
Funds ownership: 11.47% → 11.27% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$20.4M |
| 2 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$11.4M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$4.55M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$3.88M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$6.4M |
| 2 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$3.98M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.84M |
| 4 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
-$2.59M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$1.95M |
SCHI Hedge Fund Activity: Q2 2025 in Review
226 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q2 2025, worth a combined $980M — up 6.5% from $921M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHI positions and 29 closed out — a net gain of 16 holders — while 77 added to existing stakes and 68 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $20.4M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $6.4M sold.
- 226 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q2 2025, up from 214 in Q1 2025.
- Funds reported $980M of Schwab 5-10 Year Corporate Bond ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
- 45 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q2 2025 and 29 closed out, a net change of +16 holders.
- The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q2 2025 was CAPTRUST Financial Advisors, an estimated $20.4M added.
- The largest Schwab 5-10 Year Corporate Bond ETF seller in Q2 2025 was B. Riley Wealth Advisors, an estimated $6.4M sold.
Based on aggregated 13F filings for Q2 2025.