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Schwab 5-10 Year Corporate Bond ETF

44 hedge funds and large institutions have $227M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 4244 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $228M → $227M (-$1.17M)

6.53% less ownership

Funds ownership: 143.31%136.78% (-6.5%)

72% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 29

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$187M +$29.3M +1,111,892 +18%
WFA
2
WestHill Financial Advisors
California
$9.65M +$9.75M +369,600 New
CST
3
Charles Schwab Trust
Nevada
$8.79M -$896K -33,966 -9%
CC
4
Copperleaf Capital
North Carolina
$2.56M -$391K -14,816 -13%
FCA
5
FLC Capital Advisors
California
$1.99M -$408K -15,476 -17%
CSIA
6
Charles Schwab Investment Advisory
California
$1.73M -$57.9K -2,194 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.68M -$21M -794,214 -92%
VST
8
Van Strum & Towne
California
$1.2M +$1.22M +46,100 New
Jane Street
9
Jane Street
New York
$966K -$9.42M -356,838 -91%
UCFA
10
United Capital Financial Advisors
Texas
$957K -$124K -4,696 -11%
C1AG
11
Client 1st Advisory Group
Florida
$936K -$1.72M -65,338 -65%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$831K -$902K -34,188 -52%
OMC
13
Old Mission Capital
Illinois
$780K -$43.6K -1,652 -5%
MA
14
Mutual Advisors
Nebraska
$692K -$362K -13,726 -34%
KWM
15
Kingsview Wealth Management
Oregon
$655K +$22.6K +858 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$578K -$49.7K -1,882 -8%
BSB
17
Bangor Savings Bank
Maine
$506K -$11.9K -450 -2%
IAN
18
Integrated Advisors Network
Texas
$456K +$80.1K +3,034 +21%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$394K -$71.9K -2,726 -15%
AWM
20
AE Wealth Management
Kansas
$385K -$1.93M -73,266 -83%
TFA
21
Teamwork Financial Advisors
Texas
$378K -$284K -10,760 -43%
LPL Financial
22
LPL Financial
California
$360K +$1.32K +50 +0.4%
Creative Planning
23
Creative Planning
Kansas
$356K +$359K +13,622 New
RI
24
Ridgewood Investments
New Jersey
$346K +$117K +4,450 +51%
T
25
TNF
Montana
$340K +$347K +13,146 New