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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
Osaic Holdings
26
Osaic Holdings
Arizona
$2.18M +$1.32M +60,900 +144%
BRWA
27
B. Riley Wealth Advisors
Florida
$2.16M +$2.21M +102,310 New
ACM
28
AlphaStar Capital Management
North Carolina
$2.13M +$2.18M +100,914 New
KV
29
Kickstand Ventures
New York
$2.05M +$2.1M +96,934 New
MML Investors Services
30
MML Investors Services
Massachusetts
$1.99M +$613K +28,342 +43%
VA
31
Vident Advisory
Georgia
$1.85M +$1.9M +87,888 New
WWG
32
West Wealth Group
California
$1.66M +$1.7M +78,488 New
NP
33
Nilsine Partners
Colorado
$1.47M -$26.3K -1,216 -2%
Vanguard Group
34
Vanguard Group
Pennsylvania
$1.42M +$1.45M +67,146 New
AWM
35
AE Wealth Management
Kansas
$1.33M +$1.36M +63,026 New
SB
36
Strategic Blueprint
Georgia
$1.22M +$1.25M +57,728 New
NAM
37
NorthCrest Asset Manangement
Minnesota
$1.21M +$1.24M +57,370 New
T
38
TNF
Montana
$1.12M +$1.18M +54,700 New
SFS
39
Security Financial Services
Indiana
$1.11M +$1.13M +52,410 New
Mariner
40
Mariner
Kansas
$1.09M +$636K +29,416 +133%
TW
41
Transform Wealth
Colorado
$1.08M +$7.18K +332 +0.7%
FFN
42
Focus Financial Network
Minnesota
$1.05M +$1.08M +49,744 New
AWM
43
Adams Wealth Management
Utah
$957K -$163K -7,524 -14%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$944K
ACM
45
Advisors Capital Management
New Jersey
$926K +$203K +9,392 +27%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$925K +$949K +43,858 New
HI
47
Harbour Investments
Wisconsin
$904K +$642K +29,674 +225%
CFGS
48
Concourse Financial Group Securities
Alabama
$882K +$204K +9,412 +29%
SWA
49
Stratos Wealth Advisors
Ohio
$809K -$50.4K -2,332 -6%
WP
50
WealthPLAN Partners
Nebraska
$797K +$409K +18,894 +100%