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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.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 5754 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

25.47% less ownership

Funds ownership: 142.6%117.13% (-25%)

35% less capital invested

Capital invested by funds: $297M → $192M (-$105M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

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 Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$141M -$108M -5,070,772 -44%
CWM
2
Campbell Wealth Management
Virginia
$12.4M +$459K +21,474 +4%
WFA
3
WestHill Financial Advisors
California
$9.19M -$1.33K -62 -0%
CST
4
Charles Schwab Trust
Nevada
$7.03M +$3.97M +185,698 +132%
DF
5
DecisionPoint Financial
Arizona
$3.37M +$3.34M +156,158 New
Jane Street
6
Jane Street
New York
$2.98M -$7.73M -361,730 -72%
AWM
7
Adams Wealth Management
Utah
$2.17M -$2.68M -125,164 -55%
CNBTD
8
Citizens National Bank Trust Department
Mississippi
$1.61M +$1.6M +74,690 New
ASN
9
Advisory Services Network
Georgia
$1.36M +$1.35M +63,328 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.13M +$1.12M +52,590 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.13M +$1.12M +52,540 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.09M -$1.32M -61,540 -55%
CSIA
13
Charles Schwab Investment Advisory
California
$1.02M -$26.9K -1,258 -3%
Morgan Stanley
14
Morgan Stanley
New York
$589K +$419K +19,604 +254%
OMC
15
Old Mission Capital
Illinois
$585K +$8.64K +404 +2%
Bank of America
16
Bank of America
North Carolina
$468K +$106K +4,936 +29%
KWM
17
Kingsview Wealth Management
Oregon
$389K -$14.7K -688 -4%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$350K +$347K +16,222 New
FA
19
FC Advisory
Pennsylvania
$347K +$257 +12 +0.1%
OIA
20
OneDigital Investment Advisors
Kansas
$324K +$321K +15,018 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$318K -$11.2K -522 -3%
RI
22
Ridgewood Investments
New Jersey
$312K -$74.8K -3,500 -19%
CFD
23
Creative Financial Designs
Indiana
$292K -$17.9K -838 -6%
RIM
24
Rockbridge Investment Management
New York
$259K
TC
25
TownSquare Capital
Utah
$233K -$94.7K -4,430 -29%