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Schwab 5-10 Year Corporate Bond ETF

52 hedge funds and large institutions have $4.84B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,424% more capital invested

Capital invested by funds: $192M → $4.84B (+$4.65B)

291.9% more ownership

Funds ownership: 117.13%409.03% (+292%)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

4% less funds holding

Funds holding: 5452 (-2)

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
15
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$4.65B +$4.59B +208,226,528 +441,644%
Charles Schwab
2
Charles Schwab
California
$146M +$168K +7,600 +0.1%
CWM
3
Campbell Wealth Management
Virginia
$13.3M +$475K +21,548 +4%
WFA
4
WestHill Financial Advisors
California
$10.1M +$561K +25,412 +6%
CST
5
Charles Schwab Trust
Nevada
$6.55M -$722K -32,740 -10%
DF
6
DecisionPoint Financial
Arizona
$3.48M -$7.68K -348 -0.2%
CNBTD
7
Citizens National Bank Trust Department
Mississippi
$2.22M +$543K +24,614 +33%
OMC
8
Old Mission Capital
Illinois
$2.2M +$1.58M +71,540 +263%
ASN
9
Advisory Services Network
Georgia
$2.06M +$643K +29,166 +46%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.27M +$91.8K +4,160 +8%
AWM
11
Adams Wealth Management
Utah
$1.23M -$1M -45,460 -45%
Bank of America
12
Bank of America
North Carolina
$477K -$7.24K -328 -2%
KWM
13
Kingsview Wealth Management
Oregon
$363K -$38.9K -1,764 -10%
FA
14
FC Advisory
Pennsylvania
$359K
VIA
15
Vident Investment Advisory
Georgia
$347K +$343K +15,562 New
OIA
16
OneDigital Investment Advisors
Kansas
$337K +$1.41K +64 +0.4%
TF
17
TimeScale Financial
Massachusetts
$335K +$331K +15,018 New
RI
18
Ridgewood Investments
New Jersey
$324K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$319K -$11K -498 -3%
WPC
20
Wedmont Private Capital
Pennsylvania
$252K +$248K +11,252 New
VST
21
Van Strum & Towne
California
$251K +$14.3K +650 +6%
RIM
22
Rockbridge Investment Management
New York
$241K -$26.5K -1,200 -10%
CFD
23
Creative Financial Designs
Indiana
$238K -$64.3K -2,914 -21%
BA
24
Bristlecone Advisors
Washington
$208K +$206K +9,320 New
VA
25
Valmark Advisers
Ohio
$205K +$203K +9,194 New