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Schwab 5-10 Year Corporate Bond ETF

57 hedge funds and large institutions have $297M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

27% more funds holding

Funds holding: 4557 (+12)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $299M → $297M (-$1.94M)

7.87% less ownership

Funds ownership: 150.47%142.6% (-7.9%)

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
16
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$244M +$9.79M +439,120 +4%
CWM
2
Campbell Wealth Management
Virginia
$11.6M +$12.3M +552,136 New
Jane Street
3
Jane Street
New York
$10.5M -$5.85M -262,378 -34%
WFA
4
WestHill Financial Advisors
California
$8.97M +$382K +17,108 +4%
AWM
5
Adams Wealth Management
Utah
$4.75M +$5.04M +225,916 New
CST
6
Charles Schwab Trust
Nevada
$2.95M -$6.15M -275,588 -66%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.36M +$1.3M +58,514 +109%
CSIA
8
Charles Schwab Investment Advisory
California
$1.02M -$151K -6,752 -12%
HGWM
9
Horst & Graben Wealth Management
Oregon
$797K +$846K +37,932 New
CC
10
Copperleaf Capital
North Carolina
$659K -$1.69M -75,586 -71%
APW
11
Austin Private Wealth
Texas
$594K +$631K +28,280 New
OMC
12
Old Mission Capital
Illinois
$562K +$396K +17,758 +197%
WWG
13
West Wealth Group
California
$486K +$516K +23,140 New
OWA
14
One Wealth Advisors
California
$448K +$476K +21,336 New
T
15
TNF
Montana
$414K +$442K +19,838 New
KWM
16
Kingsview Wealth Management
Oregon
$393K -$13.6K -610 -3%
RI
17
Ridgewood Investments
New Jersey
$378K +$13.4K +600 +3%
Bank of America
18
Bank of America
North Carolina
$353K +$47.9K +2,146 +15%
CWA
19
Clearview Wealth Advisors
Oregon
$338K +$350K +15,686 +4,106%
FA
20
FC Advisory
Pennsylvania
$338K +$358K +16,072 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$321K +$6.47K +290 +2%
TC
22
TownSquare Capital
Utah
$320K +$340K +15,240 New
CFD
23
Creative Financial Designs
Indiana
$303K +$213K +9,558 +197%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$280K +$297K +13,318 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$278K +$88.2K +3,954 +43%