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Schwab 5-10 Year Corporate Bond ETF

41 hedge funds and large institutions have $253M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
13
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$221M 4,620,317 +207,913 +5%
WFA
2
WestHill Financial Advisors
California
$9.92M 207,254 +14,789 +8%
Jane Street
3
Jane Street
New York
$3.46M 72,337 -220,382 -75%
CC
4
Copperleaf Capital
North Carolina
$2.87M 59,873 -1,645 -3%
CST
5
Charles Schwab Trust
Nevada
$2.72M 56,722 -151,273 -73%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.39M 50,021 +28,061 +128%
OMC
7
Old Mission Capital
Illinois
$1.56M 32,648 +22,171 +212%
MG
8
MilWealth Group
Wisconsin
$1.3M 27,087 +25,955 +2,293%
Citadel Advisors
9
Citadel Advisors
Florida
$1.12M 23,435 +23,435 New
CSIA
10
Charles Schwab Investment Advisory
California
$1.12M 23,395 -37,122 -61%
VST
11
Van Strum & Towne
California
$593K 12,395 -10,055 -45%
C1AG
12
Client 1st Advisory Group
Florida
$498K 10,411 -1,670 -14%
KWM
13
Kingsview Wealth Management
Oregon
$463K 9,677 +19 +0.2%
UCFA
14
United Capital Financial Advisors
Texas
$459K 9,596 -4,151 -30%
RI
15
Ridgewood Investments
New Jersey
$416K 8,700 +650 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$390K 8,142 -319 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$354K 7,400 +7,400 New
BSB
18
Bangor Savings Bank
Maine
$320K 6,691 -1,978 -23%
NB
19
Nicolet Bankshares
Wisconsin
$288K 6,020 +6,020 New
RIM
20
Rockbridge Investment Management
New York
$286K 6,006
MHB
21
Midwest Heritage Bank
Iowa
$271K 5,655 -10,814 -66%
IAN
22
Integrated Advisors Network
Texas
$239K 4,986 -2,138 -30%
CAI
23
Capital Advisors Inc
Oklahoma
$229K 4,791 +4,791 New
Bank of America
24
Bank of America
North Carolina
$201K 4,220 +2,153 +104%
CFD
25
Creative Financial Designs
Indiana
$116K 2,424 -924 -28%