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Schwab 5-10 Year Corporate Bond ETF

98 hedge funds and large institutions have $4.91B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 8

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

88% more funds holding

Funds holding: 5298 (+46)

1% more capital invested

Capital invested by funds: $4.84B → $4.91B (+$63.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

217.89% less ownership

Funds ownership: 409.03%191.14% (-218%)

Holders
98
Holders Change
+46
Holders Change %
+88.46%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
26
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$4.67B +$86M +3,880,858 +2%
Charles Schwab
2
Charles Schwab
California
$144M -$61K -2,754 -0%
CWM
3
Campbell Wealth Management
Virginia
$13.7M +$562K +25,384 +4%
WFA
4
WestHill Financial Advisors
California
$10.2M +$248K +11,178 +2%
CST
5
Charles Schwab Trust
Nevada
$6.31M -$166K -7,506 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.06M +$6.09M +275,058 New
Jane Street
7
Jane Street
New York
$4.22M +$4.25M +191,756 New
BlackRock
8
BlackRock
New York
$3.8M +$3.83M +172,716 New
DF
9
DecisionPoint Financial
Arizona
$3.51M +$79.2K +3,574 +2%
ASN
10
Advisory Services Network
Georgia
$3.32M +$1.29M +58,420 +63%
CAN
11
Cetera Advisor Networks
California
$3.1M +$3.12M +140,890 New
VAS
12
Valicenti Advisory Services
New York
$2.6M +$2.62M +118,270 New
VIA
13
Vident Investment Advisory
Georgia
$2.39M +$2.06M +92,820 +596%
CNBTD
14
Citizens National Bank Trust Department
Mississippi
$2.37M +$186K +8,392 +8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.01M +$765K +34,524 +61%
NP
16
Nilsine Partners
Colorado
$1.56M +$1.57M +70,806 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.45M +$1.46M +66,020 New
JP Morgan Chase
18
JP Morgan Chase
New York
$1.37M +$1.2M +54,180 +693%
AWM
19
Adams Wealth Management
Utah
$1.16M -$54K -2,436 -4%
OMC
20
Old Mission Capital
Illinois
$1.16M -$1.02M -46,144 -47%
TW
21
Transform Wealth
Colorado
$1.12M +$1.12M +50,740 New
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$985K +$991K +44,720 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$958K +$49.2K +2,220 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$935K +$851K +38,428 +962%
RCIM
25
Red Cedar Investment Management
Michigan
$900K +$905K +40,872 New