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Schwab 5-10 Year Corporate Bond ETF

45 hedge funds and large institutions have $299M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $253M → $299M (+$45.2M)

10% more funds holding

Funds holding: 4145 (+4)

9.32% more ownership

Funds ownership: 141.15%150.47% (+9.3%)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
10
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$169K +$172K +7,582 New
BSB
27
Bangor Savings Bank
Maine
$164K -$137K -6,024 -45%
CFD
28
Creative Financial Designs
Indiana
$108K
Osaic Holdings
29
Osaic Holdings
Arizona
$99K
Morgan Stanley
30
Morgan Stanley
New York
$87K +$28.8K +1,268 +48%
Wells Fargo
31
Wells Fargo
California
$66K
HWMA
32
Heritage Wealth Management (Arizona)
Arizona
$61.7K -$4K -176 -6%
WWP
33
WR Wealth Planners
Missouri
$53.4K -$25.6K -1,124 -32%
CTC
34
Central Trust Company
Missouri
$36K +$36.3K +1,596 New
AF
35
Advisornet Financial
Minnesota
$35K -$20.3K -892 -36%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$22K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$12K -$23.3K -1,024 -66%
IA
38
IFP Advisors
Florida
$12K
RG
39
Retirement Group
California
$12K
BA
40
Ballast Advisors
Minnesota
$10K +$10.2K +448 New
CWA
41
Clearview Wealth Advisors
Oregon
$9K +$45 +2 +0.5%
AWM
42
Aspire Wealth Management
Massachusetts
$8K -$3.96K -174 -34%
FA
43
Fortis Advisors
Pennsylvania
$3K +$45 +2 +1%
AWM
44
Avior Wealth Management
Nebraska
$2K -$1.09K -48 -30%
C1AG
45
Client 1st Advisory Group
Florida
-$498K -20,822 Closed
CAI
46
Capital Advisors Inc
Oklahoma
-$229K -9,582 Closed
UBS Group
47
UBS Group
Switzerland
-$38K -1,580 Closed
HFS
48
Hantz Financial Services
Michigan
-$10K -404 Closed
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
+$182 +8 New