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Schwab 5-10 Year Corporate Bond ETF

17 hedge funds and large institutions have $134M invested in Schwab 5-10 Year Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$115M 2,137,339 +70,868 +3%
CST
2
Charles Schwab Trust
Nevada
$5.41M 100,737 +81,702 +429%
T
3
TRUADVICE
Florida
$3.61M 67,822 +67,822 New
Jane Street
4
Jane Street
New York
$2.73M 50,887 -72,270 -59%
Citadel Advisors
5
Citadel Advisors
Florida
$2.57M 47,808 -22,894 -32%
CSIA
6
Charles Schwab Investment Advisory
California
$1.24M 23,125 +18,531 +403%
UCFA
7
United Capital Financial Advisors
Texas
$1.04M 19,411 -1,175 -6%
BSB
8
Bangor Savings Bank
Maine
$995K 18,550 -6,875 -27%
KWM
9
Kingsview Wealth Management
Oregon
$697K 12,996 -929 -7%
WP
10
WealthPLAN Partners
Nebraska
$479K 8,999 +8,999 New
FTUS
11
Flow Traders U.S.
New York
$317K 5,909 +5,909 New
SFSIG
12
San Francisco Sentry Investment Group
California
$93K 1,725 +1,415 +456%
Bank of America
13
Bank of America
North Carolina
$56K 1,041 +964 +1,252%
SFS
14
Sowell Financial Services
Arkansas
$50K 927 +927 New
AWM
15
Avior Wealth Management
Nebraska
$49K 924 +924 New
Morgan Stanley
16
Morgan Stanley
New York
$36K 675 -71 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14K 260
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-17,313 Closed
UBS Group
19
UBS Group
Switzerland
-2,117 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
-175 Closed
CFGS
21
Concourse Financial Group Securities
Alabama