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Schwab 5-10 Year Corporate Bond ETF

265 hedge funds and large institutions have $1.18B invested in Schwab 5-10 Year Corporate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 60

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

3% more funds holding

Funds holding: 258265 (+7)

3% more capital invested

Capital invested by funds: $1.15B → $1.18B (+$34.8M)

0.88% less ownership

Funds ownership: 11.15%10.27% (-0.88%)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $276K

Holders
265
Holders Change
+7
Holders Change %
+2.71%
% of All Funds
3.2%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
41
Increased
110
Reduced
60
Closed
30
Calls
Puts
$276K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$199M +$5.47M +241,669 +3%
RIG
2
RiverFront Investment Group
Virginia
$192M +$716K +31,617 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$164M +$643K +28,374 +0.4%
Raymond James Financial
4
Raymond James Financial
Florida
$56.4M -$6.07M -267,884 -10%
AC
5
Allstate Corporation
Illinois
$41.7M +$41.7M +1,839,862 New
Ameriprise
6
Ameriprise
Minnesota
$29.5M -$6.81M -300,901 -19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$28.3M +$3.44M +152,051 +14%
BFG
8
Bouchey Financial Group
New York
$26.1M -$7.16M -316,263 -22%
PC
9
Permanens Capital
New York
$24.9M -$5.66M -249,975 -19%
Citadel Advisors
10
Citadel Advisors
Florida
$22.8M +$15.8M +696,650 +223%
Bank of America
11
Bank of America
North Carolina
$19.5M -$3.64M -160,839 -16%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$16.8M -$245K -10,826 -1%
LAM
13
L2 Asset Management
Massachusetts
$15.1M -$14.7M -647,330 -49%
WFA
14
WestHill Financial Advisors
California
$14.8M +$450K +19,857 +3%
Stifel Financial
15
Stifel Financial
Missouri
$12.7M +$204K +8,997 +2%
LPL Financial
16
LPL Financial
California
$11.8M +$535K +23,623 +5%
CST
17
Charles Schwab Trust
Nevada
$11.8M +$207K +9,136 +2%
VST
18
Van Strum & Towne
California
$11.4M -$101K -4,468 -0.9%
OAJ
19
Ogorek Anthony Joseph
New York
$10.7M +$132K +5,839 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$9.92M +$9.93M +438,376 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$9.7M +$3.3M +145,537 +51%
WCFP
22
White & Co Financial Planning
Washington
$9.68M +$1.12M +49,579 +13%
FA
23
FF Advisors
California
$9.07M +$4.96M +219,250 +121%
WWM
24
WT Wealth Management
Arizona
$8.74M +$1.03M +45,274 +13%
KFS
25
Kaizen Financial Strategies
California
$8.35M +$47.2K +2,086 +0.6%

SCHI Hedge Fund Activity: Q2 2026 in Review

265 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Schwab 5-10 Year Corporate Bond ETF (SCHI) for Q2 2026, worth a combined $1.18B — up 3% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHI positions and 30 closed out — a net gain of 11 holders — while 110 added to existing stakes and 60 trimmed.

The largest buyer was Allstate Corporation, opening a new position worth an estimated $41.7M. The largest seller was L2 Asset Management, cutting an estimated $14.7M.

  • 265 institutional investors held Schwab 5-10 Year Corporate Bond ETF (SCHI) as of Q2 2026, up from 258 in Q1 2026.
  • Funds reported $1.18B of Schwab 5-10 Year Corporate Bond ETF stock for Q2 2026, up 3% quarter-over-quarter.
  • 41 funds opened new Schwab 5-10 Year Corporate Bond ETF positions in Q2 2026 and 30 closed out, a net change of +11 holders.
  • The largest Schwab 5-10 Year Corporate Bond ETF buyer in Q2 2026 was Allstate Corporation, an estimated $41.7M added.
  • The largest Schwab 5-10 Year Corporate Bond ETF seller in Q2 2026 was L2 Asset Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2026.