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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
SWA
26
Stratos Wealth Advisors
Ohio
$896K +$901K +40,676 New
ACM
27
Advisors Capital Management
New Jersey
$759K +$764K +34,474 New
CFGS
28
Concourse Financial Group Securities
Alabama
$713K +$717K +32,386 New
Bank of America
29
Bank of America
North Carolina
$591K +$121K +5,472 +26%
WA
30
WBH Advisory
Maryland
$519K +$522K +23,560 New
Citadel Advisors
31
Citadel Advisors
Florida
$508K +$510K +23,044 New
Mariner
32
Mariner
Kansas
$487K +$490K +22,108 New
Morgan Stanley
33
Morgan Stanley
New York
$471K +$472K +21,330 +30,471%
VA
34
Valmark Advisers
Ohio
$446K +$245K +11,062 +120%
VST
35
Van Strum & Towne
California
$424K +$177K +8,010 +71%
WP
36
WealthPLAN Partners
Nebraska
$416K +$410K +18,488 +4,669%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$366K +$369K +16,638 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$357K +$359K +16,206 New
FA
39
FC Advisory
Pennsylvania
$355K +$266 +12 +0.1%
HighTower Advisors
40
HighTower Advisors
Illinois
$349K +$352K +15,878 New
CA
41
Claro Advisors
Massachusetts
$341K +$343K +15,478 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$326K +$327K +14,782 New
OIA
43
OneDigital Investment Advisors
Kansas
$324K -$8.64K -390 -3%
TF
44
TimeScale Financial
Massachusetts
$324K -$7.22K -326 -2%
RI
45
Ridgewood Investments
New Jersey
$319K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$294K -$21K -946 -7%
HI
47
Harbour Investments
Wisconsin
$290K +$156K +7,054 +115%
BA
48
Bristlecone Advisors
Washington
$279K +$73.8K +3,332 +36%
KWM
49
Kingsview Wealth Management
Oregon
$278K -$80.9K -3,654 -22%
CFD
50
Creative Financial Designs
Indiana
$275K +$40.8K +1,844 +17%