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Schwab 5-10 Year Corporate Bond ETF

54 hedge funds and large institutions have $192M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 5754 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

25.47% less ownership

Funds ownership: 142.6%117.13% (-25%)

35% less capital invested

Capital invested by funds: $297M → $192M (-$105M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
11
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VST
26
Van Strum & Towne
California
$229K +$5.99K +280 +3%
C1AG
27
Client 1st Advisory Group
Florida
$225K -$40.8K -1,908 -15%
MHB
28
Midwest Heritage Bank
Iowa
$223K -$6.54K -306 -3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$183K
CA
30
CoreCap Advisors
Michigan
$146K -$66.4K -3,104 -31%
BSB
31
Bangor Savings Bank
Maine
$130K -$25.2K -1,180 -16%
HI
32
Harbour Investments
Wisconsin
$129K -$33.9K -1,586 -21%
RIA
33
Realta Investment Advisors
Delaware
$97K +$6.41K +300 +7%
Osaic Holdings
34
Osaic Holdings
Arizona
$93K -$34.3K -1,602 -27%
CWA
35
Clearview Wealth Advisors
Oregon
$80.7K -$264K -12,324 -77%
HWMA
36
Heritage Wealth Management (Arizona)
Arizona
$70.3K +$34.9K +1,632 +100%
MG
37
MilWealth Group
Wisconsin
$67.2K +$66.7K +3,118 New
BAM
38
Belpointe Asset Management
Nevada
$55.6K -$76K -3,556 -58%
WWP
39
WR Wealth Planners
Missouri
$36K -$8.51K -398 -19%
AF
40
Advisornet Financial
Minnesota
$17.9K -$23.6K -1,102 -57%
CFO
41
CVA Family Office
Colorado
$15.2K +$15.1K +704 New
RG
42
Retirement Group
California
$14K +$3.85K +180 +39%
BLC
43
Brown, Lisle/Cummings
Rhode Island
$13.4K
SPIA
44
Steward Partners Investment Advisory
New York
$13K +$12.9K +602 New
NA
45
NewEdge Advisors
Louisiana
$12.8K +$12.7K +592 New
IA
46
IFP Advisors
Florida
$11K -$43 -2 -0.4%
AWM
47
Aspire Wealth Management
Massachusetts
$7.39K +$86 +4 +1%
TFP
48
Tilia Fiduciary Partners
North Carolina
$5K +$4.96K +232 New
NECFA
49
New England Capital Financial Advisors
Connecticut
$4.07K +$3.89K +182 New
FA
50
Fortis Advisors
Pennsylvania
$3.25K