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Schwab 5-10 Year Corporate Bond ETF

46 hedge funds and large institutions have $281M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $227M → $281M (+$54.7M)

13.48% more ownership

Funds ownership: 136.78%150.26% (+13%)

5% more funds holding

Funds holding: 4446 (+2)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
11
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$228M +$43.3M +1,673,836 +23%
Jane Street
2
Jane Street
New York
$15.1M +$14.2M +548,426 +1,482%
CST
3
Charles Schwab Trust
Nevada
$10.7M +$2.05M +79,008 +23%
WFA
4
WestHill Financial Advisors
California
$9.94M +$397K +15,330 +4%
CC
5
Copperleaf Capital
North Carolina
$3.18M +$643K +24,826 +25%
CSIA
6
Charles Schwab Investment Advisory
California
$3.13M +$1.41M +54,594 +82%
VST
7
Van Strum & Towne
California
$1.16M -$31.1K -1,200 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.13M +$313K +12,088 +38%
MHB
9
Midwest Heritage Bank
Iowa
$851K +$853K +32,938 New
FCA
10
FLC Capital Advisors
California
$762K -$1.21M -46,792 -61%
UCFA
11
United Capital Financial Advisors
Texas
$710K -$238K -9,188 -25%
C1AG
12
Client 1st Advisory Group
Florida
$624K -$303K -11,694 -33%
OMC
13
Old Mission Capital
Illinois
$541K -$232K -8,940 -30%
KWM
14
Kingsview Wealth Management
Oregon
$499K -$149K -5,772 -23%
BSB
15
Bangor Savings Bank
Maine
$448K -$53.4K -2,062 -11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$437K +$47K +1,816 +12%
MA
17
Mutual Advisors
Nebraska
$422K -$263K -10,166 -38%
RI
18
Ridgewood Investments
New Jersey
$416K +$73.8K +2,850 +22%
IAN
19
Integrated Advisors Network
Texas
$368K -$83.8K -3,236 -19%
LPL Financial
20
LPL Financial
California
$360K +$2.95K +114 +0.8%
T
21
TNF
Montana
$323K -$10.5K -406 -3%
RIM
22
Rockbridge Investment Management
New York
$310K +$311K +12,012 New
Osaic Holdings
23
Osaic Holdings
Arizona
$309K -$263K -10,174 -46%
PA
24
PFG Advisors
Arizona
$258K -$14.2K -550 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$249K -$74.7K -2,884 -23%