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Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $4.72B → $5.34B (+$626M)

11% more funds holding

Funds holding: 150167 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.75% less ownership

Funds ownership: 188.81%186.06% (-2.8%)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$2.47M +$193K +9,004 +9%
BRWA
27
B. Riley Wealth Advisors
Florida
$2.45M +$144K +6,742 +7%
EL
28
Essex LLC
Illinois
$2.34M +$2.23M +104,120 New
CNBTD
29
Citizens National Bank Trust Department
Mississippi
$2.33M -$16.3K -760 -0.7%
VA
30
Vident Advisory
Georgia
$1.99M +$15.6K +728 +0.8%
FFWA
31
Forthright Family Wealth Advisory
Texas
$1.97M +$1.88M +87,836 New
WWG
32
West Wealth Group
California
$1.8M +$34.3K +1,600 +2%
NP
33
Nilsine Partners
Colorado
$1.59M +$25K +1,168 +2%
Stifel Financial
34
Stifel Financial
Missouri
$1.55M +$1.48M +68,942 New
Vanguard Group
35
Vanguard Group
Pennsylvania
$1.51M
Osaic Holdings
36
Osaic Holdings
Arizona
$1.42M -$860K -40,146 -39%
Morgan Stanley
37
Morgan Stanley
New York
$1.37M +$787K +36,734 +152%
T
38
TNF
Montana
$1.34M +$112K +5,248 +10%
TW
39
Transform Wealth
Colorado
$1.32M +$169K +7,894 +15%
NAM
40
NorthCrest Asset Manangement
Minnesota
$1.28M -$6.25K -292 -0.5%
SFS
41
Security Financial Services
Indiana
$1.28M +$98.8K +4,614 +9%
PA
42
PFG Advisors
Arizona
$1.23M +$624K +29,152 +115%
FFN
43
Focus Financial Network
Minnesota
$1.17M +$46.5K +2,170 +4%
HI
44
Harbour Investments
Wisconsin
$1.09M +$119K +5,546 +13%
ACM
45
Advisors Capital Management
New Jersey
$1.04M +$49.9K +2,330 +5%
MFA
46
Mayflower Financial Advisors
Massachusetts
$1.03M +$420K +19,632 +75%
BBWP
47
Beacon Bridge Wealth Partners
Pennsylvania
$1.01M +$750K +35,046 +350%
GC
48
Gratus Capital
Georgia
$1M +$954K +44,550 New
WP
49
WealthPLAN Partners
Nebraska
$975K +$120K +5,606 +15%
MLA
50
My Legacy Advisors
Oregon
$942K +$71.3K +3,330 +9%