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Schwab 5-10 Year Corporate Bond ETF

54 hedge funds and large institutions have $192M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 17 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
11
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$141M 3,272,278 -2,535,386 -44%
CWM
2
Campbell Wealth Management
Virginia
$12.4M 286,805 +10,737 +4%
WFA
3
WestHill Financial Advisors
California
$9.19M 213,292 -31 -0%
CST
4
Charles Schwab Trust
Nevada
$7.03M 163,058 +92,849 +132%
DF
5
DecisionPoint Financial
Arizona
$3.37M 78,079 +78,079 New
Jane Street
6
Jane Street
New York
$2.98M 69,208 -180,865 -72%
AWM
7
Adams Wealth Management
Utah
$2.17M 50,376 -62,582 -55%
CNBTD
8
Citizens National Bank Trust Department
Mississippi
$1.61M 37,345 +37,345 New
ASN
9
Advisory Services Network
Georgia
$1.36M 31,664 +31,664 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.13M 26,295 +26,295 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.13M 26,270 +26,270 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.09M 25,370 -30,770 -55%
CSIA
13
Charles Schwab Investment Advisory
California
$1.02M 23,574 -629 -3%
Morgan Stanley
14
Morgan Stanley
New York
$589K 13,662 +9,802 +254%
OMC
15
Old Mission Capital
Illinois
$585K 13,577 +202 +2%
Bank of America
16
Bank of America
North Carolina
$468K 10,854 +2,468 +29%
KWM
17
Kingsview Wealth Management
Oregon
$389K 9,015 -344 -4%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$350K 8,111 +8,111 New
FA
19
FC Advisory
Pennsylvania
$347K 8,042 +6 +0.1%
OIA
20
OneDigital Investment Advisors
Kansas
$324K 7,509 +7,509 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$318K 7,385 -261 -3%
RI
22
Ridgewood Investments
New Jersey
$312K 7,250 -1,750 -19%
CFD
23
Creative Financial Designs
Indiana
$292K 6,784 -419 -6%
RIM
24
Rockbridge Investment Management
New York
$259K 6,006
TC
25
TownSquare Capital
Utah
$233K 5,405 -2,215 -29%