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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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more funds holding

Funds holding: 1517 (+2)

7% more capital invested

Capital invested by funds: $125M → $134M (+$9.21M)

2.93% less ownership

Funds ownership: 147.81%144.88% (-2.9%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

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 Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$115M +$3.76M +141,736 +3%
CST
2
Charles Schwab Trust
Nevada
$5.41M +$4.34M +163,404 +429%
T
3
TRUADVICE
Florida
$3.61M +$3.6M +135,644 New
Jane Street
4
Jane Street
New York
$2.73M -$3.84M -144,540 -59%
Citadel Advisors
5
Citadel Advisors
Florida
$2.56M -$1.22M -45,788 -32%
CSIA
6
Charles Schwab Investment Advisory
California
$1.24M +$984K +37,062 +403%
UCFA
7
United Capital Financial Advisors
Texas
$1.04M -$62.4K -2,350 -6%
BSB
8
Bangor Savings Bank
Maine
$995K -$365K -13,750 -27%
KWM
9
Kingsview Wealth Management
Oregon
$697K -$49.3K -1,858 -7%
WP
10
WealthPLAN Partners
Nebraska
$479K +$478K +17,998 New
FTUS
11
Flow Traders U.S.
New York
$317K +$314K +11,818 New
SFSIG
12
San Francisco Sentry Investment Group
California
$93K +$75.1K +2,830 +456%
Bank of America
13
Bank of America
North Carolina
$56K +$51.2K +1,928 +1,252%
SFS
14
Sowell Financial Services
Arkansas
$50K +$49.2K +1,854 New
AWM
15
Avior Wealth Management
Nebraska
$49K +$49.1K +1,848 New
Morgan Stanley
16
Morgan Stanley
New York
$36K -$3.77K -142 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$914K -34,626 Closed
UBS Group
19
UBS Group
Switzerland
-$112K -4,234 Closed
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
-$9K -350 Closed