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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
CFG
51
Cooper Financial Group
California
-$213K -8,150 Closed
MML Investors Services
52
MML Investors Services
Massachusetts
-$207K -7,948 Closed
CFA
53
Cahill Financial Advisors
Minnesota
-$182K -6,984 Closed
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
+$207 +8 New