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Schwab 5-10 Year Corporate Bond ETF

44 hedge funds and large institutions have $227M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 4244 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $228M → $227M (-$1.17M)

6.53% less ownership

Funds ownership: 143.31%136.78% (-6.5%)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$327K -$35.8K -1,356 -10%
SB
27
Strategic Blueprint
Georgia
$295K -$720K -27,282 -71%
PA
28
PFG Advisors
Arizona
$275K -$12.1K -458 -4%
HI
29
Harbour Investments
Wisconsin
$257K +$475 +18 +0.2%
CFG
30
Cooper Financial Group
California
$213K -$50.9K -1,928 -19%
MML Investors Services
31
MML Investors Services
Massachusetts
$207K -$127K -4,804 -38%
CFA
32
Cahill Financial Advisors
Minnesota
$182K -$52.3K -1,984 -22%
CFD
33
Creative Financial Designs
Indiana
$175K -$14K -532 -7%
HWMA
34
Heritage Wealth Management (Arizona)
Arizona
$124K -$122K -4,614 -49%
Wells Fargo
35
Wells Fargo
California
$117K +$118K +4,482 New
Bank of America
36
Bank of America
North Carolina
$108K -$26.7K -1,012 -20%
AF
37
Advisornet Financial
Minnesota
$106K -$57.2K -2,168 -35%
Morgan Stanley
38
Morgan Stanley
New York
$68K
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$284K -10,770 -92%
CWA
40
Clearview Wealth Advisors
Oregon
$23K +$106 +4 +0.5%
FA
41
Fortis Advisors
Pennsylvania
$8K +$53 +2 +0.6%
AWM
42
Avior Wealth Management
Nebraska
$4K -$24.1K -912 -84%
BIA
43
Bell Investment Advisors
California
$3K +$3.01K +114 New
IA
44
IFP Advisors
Florida
$2K -$9.87K -374 -85%
SWA
45
Stratos Wealth Advisors
Ohio
-$1.12M -42,716 Closed
HGWM
46
Horst & Graben Wealth Management
Oregon
-$339K -12,912 Closed
5L
47
55I LLC
Massachusetts
-$230K -8,754 Closed