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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
PGAM
51
Princeton Global Asset Management
New Jersey
$2K +$2.35K +110 New
First Manhattan
52
First Manhattan
New York
$1.72K
AWM
53
Avior Wealth Management
Nebraska
$775 -$1.03K -48 -57%
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$86 +$86 +4 New
HGWM
55
Horst & Graben Wealth Management
Oregon
-$797K -37,932 Closed
CC
56
Copperleaf Capital
North Carolina
-$659K -31,346 Closed
APW
57
Austin Private Wealth
Texas
-$594K -28,280 Closed
WWG
58
West Wealth Group
California
-$486K -23,140 Closed
OWA
59
One Wealth Advisors
California
-$448K -21,336 Closed
T
60
TNF
Montana
-$414K -19,838 Closed
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
-$280K -13,318 Closed
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
-$278K -13,242 Closed
SPAS
63
Spectrum Planning & Advisory Services
California
-$232K -11,042 Closed
CAN
64
Cetera Advisor Networks
California
-$208K -9,882 Closed
UBS Group
65
UBS Group
Switzerland
-$126K -5,982 Closed
Wells Fargo
66
Wells Fargo
California
-$62K -2,958 Closed
SC
67
Stephens Consulting
Michigan
-$40.4K -1,922 Closed
OLVIG
68
Oliver Lagore Vanvalin Investment Group
Michigan
-$14K -680 Closed
BFEC
69
Benjamin F. Edwards & Company
Missouri
-$13K -606 Closed
BlackRock
70
BlackRock
New York
-$10K -470 Closed
SWM
71
Spire Wealth Management
Virginia
-$3K -144 Closed