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Schwab 5-10 Year Corporate Bond ETF

45 hedge funds and large institutions have $299M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $253M → $299M (+$45.2M)

10% more funds holding

Funds holding: 4145 (+4)

9.32% more ownership

Funds ownership: 141.15%150.47% (+9.3%)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
10
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$249M +$44M +1,935,574 +21%
Jane Street
2
Jane Street
New York
$17M +$14M +617,850 +427%
CST
3
Charles Schwab Trust
Nevada
$9.27M +$6.88M +302,562 +267%
WFA
4
WestHill Financial Advisors
California
$9.13M -$113K -4,970 -1%
CC
5
Copperleaf Capital
North Carolina
$2.38M -$291K -12,814 -11%
Citadel Advisors
6
Citadel Advisors
Florida
$1.99M +$967K +42,550 +91%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.38M -$872K -38,360 -38%
CSIA
8
Charles Schwab Investment Advisory
California
$1.23M +$190K +8,368 +18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.2M +$886K +38,966 +263%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$895K +$913K +40,166 New
KWM
11
Kingsview Wealth Management
Oregon
$431K -$591 -26 -0.1%
RI
12
Ridgewood Investments
New Jersey
$388K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$334K -$29.1K -1,282 -8%
Bank of America
14
Bank of America
North Carolina
$326K +$141K +6,186 +73%
NB
15
Nicolet Bankshares
Wisconsin
$268K
RIM
16
Rockbridge Investment Management
New York
$268K
VST
17
Van Strum & Towne
California
$248K -$310K -13,650 -55%
MHB
18
Midwest Heritage Bank
Iowa
$244K -$8.69K -382 -3%
UCFA
19
United Capital Financial Advisors
Texas
$232K -$200K -8,786 -46%
CA
20
CoreCap Advisors
Michigan
$217K +$221K +9,738 New
SCA
21
Spearhead Capital Advisors
Florida
$208K +$213K +9,348 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$207K +$211K +9,288 New
OMC
23
Old Mission Capital
Illinois
$200K -$1.28M -56,304 -86%
IAN
24
Integrated Advisors Network
Texas
$200K -$22.2K -978 -10%
MG
25
MilWealth Group
Wisconsin
$177K -$1.05M -46,238 -85%