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Schwab 5-10 Year Corporate Bond ETF

57 hedge funds and large institutions have $297M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

27% more funds holding

Funds holding: 4557 (+12)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $299M → $297M (-$1.94M)

7.87% less ownership

Funds ownership: 150.47%142.6% (-7.9%)

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
16
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
26
Client 1st Advisory Group
Florida
$260K +$276K +12,358 New
RIM
27
Rockbridge Investment Management
New York
$252K
SPAS
28
Spectrum Planning & Advisory Services
California
$232K +$246K +11,042 New
MHB
29
Midwest Heritage Bank
Iowa
$224K -$6.02K -270 -2%
VST
30
Van Strum & Towne
California
$217K -$18.1K -810 -7%
CAN
31
Cetera Advisor Networks
California
$208K +$220K +9,882 New
CA
32
CoreCap Advisors
Michigan
$207K +$2.9K +130 +1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$178K +$190K +8,512 New
HI
34
Harbour Investments
Wisconsin
$169K
Morgan Stanley
35
Morgan Stanley
New York
$162K +$85.4K +3,830 +98%
BSB
36
Bangor Savings Bank
Maine
$152K -$3.21K -144 -2%
BAM
37
Belpointe Asset Management
Nevada
$129K +$137K +6,136 New
UBS Group
38
UBS Group
Switzerland
$126K +$133K +5,982 New
Osaic Holdings
39
Osaic Holdings
Arizona
$124K +$32.9K +1,474 +33%
RIA
40
Realta Investment Advisors
Delaware
$88K +$93.7K +4,200 New
Wells Fargo
41
Wells Fargo
California
$62K
WWP
42
WR Wealth Planners
Missouri
$43.5K -$7.27K -326 -14%
AF
43
Advisornet Financial
Minnesota
$41K +$7.58K +340 +21%
SC
44
Stephens Consulting
Michigan
$40.4K +$42.9K +1,922 New
HWMA
45
Heritage Wealth Management (Arizona)
Arizona
$34K -$25.4K -1,138 -41%
OLVIG
46
Oliver Lagore Vanvalin Investment Group
Michigan
$14K +$15.2K +680 New
BLC
47
Brown, Lisle/Cummings
Rhode Island
$13K +$13.8K +620 New
IA
48
IFP Advisors
Florida
$13K -$45 -2 -0.4%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$13K +$13.5K +606 New
SAM
50
Strategic Asset Management
Minnesota
$11K +$145K +6,518 New