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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
JP Morgan Chase
26
JP Morgan Chase
New York
$175K +$172K +7,818 New
HI
27
Harbour Investments
Wisconsin
$136K +$2.52K +114 +2%
BSB
28
Bangor Savings Bank
Maine
$124K -$10.5K -474 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$89.2K -$6.75K -306 -7%
MG
30
MilWealth Group
Wisconsin
$69.6K
BAM
31
Belpointe Asset Management
Nevada
$56.4K -$1.19K -54 -2%
WWP
32
WR Wealth Planners
Missouri
$37.3K
SPIA
33
Steward Partners Investment Advisory
New York
$17.7K +$4.19K +190 +32%
CFO
34
CVA Family Office
Colorado
$15.8K +$88 +4 +0.6%
RG
35
Retirement Group
California
$14K
BLC
36
Brown, Lisle/Cummings
Rhode Island
$13.8K
IA
37
IFP Advisors
Florida
$11.3K
CWA
38
Clearview Wealth Advisors
Oregon
$10.7K -$72K -3,264 -87%
WP
39
WealthPLAN Partners
Nebraska
$8.84K +$8.74K +396 New
TFP
40
Tilia Fiduciary Partners
North Carolina
$5.18K
NECFA
41
New England Capital Financial Advisors
Connecticut
$4.06K
FA
42
Fortis Advisors
Pennsylvania
$3.39K +$44 +2 +1%
FMP
43
Financial Management Professionals
Texas
$3K +$2.78K +126 New
EI
44
Ellevest Inc
New York
$1.83K +$1.81K +82 New
First Manhattan
45
First Manhattan
New York
$1.78K
Morgan Stanley
46
Morgan Stanley
New York
$1.56K -$601K -27,254 -100%
S
47
SignatureFD
Georgia
$1.12K +$1.1K +50 New
GWSA
48
Global Wealth Strategies & Associates
Colorado
$1.03K +$1.01K +46 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$921 -$208K -9,442 -19%
AWM
50
Avior Wealth Management
Nebraska
$803