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Schwab 5-10 Year Corporate Bond ETF

150 hedge funds and large institutions have $4.72B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 22

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

53% more funds holding

Funds holding: 98150 (+52)

4% less capital invested

Capital invested by funds: $4.91B → $4.72B (-$188M)

2.33% less ownership

Funds ownership: 191.14%188.81% (-2.3%)

Holders
150
Holders Change
+52
Holders Change %
+53.06%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
75
Increased
45
Reduced
21
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$4.29B -$189M -8,723,212 -4%
Charles Schwab
2
Charles Schwab
California
$215M +$79M +3,652,708 +56%
Bank of America
3
Bank of America
North Carolina
$19.7M +$19.6M +905,314 +3,371%
JP Morgan Chase
4
JP Morgan Chase
New York
$17.6M +$16.7M +770,146 +1,242%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$13M +$11.3M +523,518 +574%
CWM
6
Campbell Wealth Management
Virginia
$12.9M -$191K -8,832 -1%
Jane Street
7
Jane Street
New York
$10.1M +$6.22M +287,714 +150%
WFA
8
WestHill Financial Advisors
California
$10M +$245K +11,344 +2%
BlackRock
9
BlackRock
New York
$8.45M +$4.93M +227,966 +132%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.43M +$2.69M +124,590 +45%
OAJ
11
Ogorek Anthony Joseph
New York
$8.42M +$8.63M +398,868 New
CST
12
Charles Schwab Trust
Nevada
$6.8M +$788K +36,438 +13%
PWMG
13
Pinnacle Wealth Management Group
Michigan
$5.49M +$5.63M +260,214 New
HGWM
14
Horst & Graben Wealth Management
Oregon
$5.22M +$5.35M +247,570 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.26M +$4.16M +192,516 +2,058%
APW
16
Austin Private Wealth
Texas
$3.88M +$3.98M +183,942 New
DF
17
DecisionPoint Financial
Arizona
$3.32M -$40.1K -1,854 -1%
CAN
18
Cetera Advisor Networks
California
$3.18M +$215K +9,962 +7%
ASN
19
Advisory Services Network
Georgia
$3.15M -$36.6K -1,690 -1%
OWA
20
One Wealth Advisors
California
$2.79M +$2.86M +132,338 New
KFS
21
Kaizen Financial Strategies
California
$2.51M +$2.57M +118,858 New
OMC
22
Old Mission Capital
Illinois
$2.49M +$1.42M +65,440 +125%
SFM
23
Signet Financial Management
New Jersey
$2.47M +$2.53M +117,182 New
CNBTD
24
Citizens National Bank Trust Department
Mississippi
$2.2M -$72.7K -3,362 -3%
FRA
25
FFG Retirement Advisors
Colorado
$2.19M +$2.24M +103,632 New