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Schwab 5-10 Year Corporate Bond ETF

11 hedge funds and large institutions have $108M invested in Schwab 5-10 Year Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

83% more funds holding

Funds holding: 611 (+5)

18% more capital invested

Capital invested by funds: $90.8M → $108M (+$16.8M)

7.44% less ownership

Funds ownership: 176.99%169.54% (-7.4%)

Holders
11
Holders Change
+5
Holders Change %
+83.33%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$87.2M +$90.9M +3,643,016 New
Jane Street
2
Jane Street
New York
$9.75M +$7.16M +287,256 +240%
Citadel Advisors
3
Citadel Advisors
Florida
$4.76M +$4.12M +165,064 +492%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.98M +$3.11M +124,658 New
UCFA
5
United Capital Financial Advisors
Texas
$755K +$547K +21,920 +228%
CST
6
Charles Schwab Trust
Nevada
$663K +$22.8K +916 +3%
BSB
7
Bangor Savings Bank
Maine
$655K +$345K +13,836 +102%
KWM
8
Kingsview Wealth Management
Oregon
$631K +$657K +26,348 New
UBS Group
9
UBS Group
Switzerland
$125K +$130K +5,214 New
Morgan Stanley
10
Morgan Stanley
New York
$32K +$33.7K +1,350 New
TF
11
Tompkins Financial
New York
$4K +$4.29K +172 New
CSIA
12
Charles Schwab Investment Advisory
California
-$85.7M -3,425,066 Closed