We are live on ! Find out more
SCHI icon

Schwab 5-10 Year Corporate Bond ETF

46 hedge funds and large institutions have $281M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $227M → $281M (+$54.7M)

13.48% more ownership

Funds ownership: 136.78%150.26% (+13%)

5% more funds holding

Funds holding: 4446 (+2)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
11
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$225K -$29.5K -1,138 -12%
CFD
27
Creative Financial Designs
Indiana
$173K
CA
28
CoreCap Advisors
Michigan
$148K +$149K +5,736 New
Bank of America
29
Bank of America
North Carolina
$107K -$52 -2 -0%
AF
30
Advisornet Financial
Minnesota
$98K -$7.04K -272 -7%
Wells Fargo
31
Wells Fargo
California
$83K -$33.2K -1,282 -29%
Morgan Stanley
32
Morgan Stanley
New York
$68K
MG
33
MilWealth Group
Wisconsin
$58.5K +$58.6K +2,264 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$55K +$54.9K +2,120 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$26K +$26.3K +1,014 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$25K
CWA
37
Clearview Wealth Advisors
Oregon
$22K -$984 -38 -4%
UBS Group
38
UBS Group
Switzerland
$16K +$16K +618 New
AWM
39
Aspire Wealth Management
Massachusetts
$13K +$13.2K +510 New
IA
40
IFP Advisors
Florida
$5K +$3.31K +128 +194%
FA
41
Fortis Advisors
Pennsylvania
$4K -$4.61K -178 -55%
AWM
42
Avior Wealth Management
Nebraska
$4K
BIA
43
Bell Investment Advisors
California
$3K
RG
44
Retirement Group
California
$2K +$2.07K +80 New
PFA
45
Professional Financial Advisors
Nebraska
$2K +$2.33K +90 New
Citadel Advisors
46
Citadel Advisors
Florida
-$1.68M -64,414 Closed
AWM
47
AE Wealth Management
Kansas
-$385K -14,742 Closed
TFA
48
Teamwork Financial Advisors
Texas
-$378K -14,468 Closed
Creative Planning
49
Creative Planning
Kansas
-$356K -13,622 Closed
SB
50
Strategic Blueprint
Georgia
-$295K -11,300 Closed