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Schwab 5-10 Year Corporate Bond ETF

184 hedge funds and large institutions have $5.96B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

62% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 42

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

12% more capital invested

Capital invested by funds: $5.34B → $5.96B (+$616M)

10% more funds holding

Funds holding: 167184 (+17)

0.54% less ownership

Funds ownership: 186.06%185.52% (-0.54%)

Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
58
Increased
68
Reduced
42
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.3M +$3.89M +175,410 +978%
Mariner
27
Mariner
Kansas
$3.73M +$455K +20,484 +14%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.7M +$3.7M +166,486 New
ASN
29
Advisory Services Network
Georgia
$3.64M +$294K +13,224 +9%
CAN
30
Cetera Advisor Networks
California
$3.58M +$83K +3,738 +2%
DF
31
DecisionPoint Financial
Arizona
$3.3M -$98.4K -4,430 -3%
SFM
32
Signet Financial Management
New Jersey
$2.99M +$126K +5,676 +4%
FRA
33
FFG Retirement Advisors
Colorado
$2.78M -$1.02M -46,114 -27%
ACM
34
AlphaStar Capital Management
North Carolina
$2.7M +$251K +11,310 +10%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.57M +$2.04M +91,910 +392%
CNBTD
36
Citizens National Bank Trust Department
Mississippi
$2.34M +$31.8K +1,430 +1%
EL
37
Essex LLC
Illinois
$2.33M +$8.88K +400 +0.4%
LPL Financial
38
LPL Financial
California
$2.3M +$1.67M +74,998 +265%
HGWM
39
Horst & Graben Wealth Management
Oregon
$2.27M -$3.92M -176,452 -63%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.16M -$150K -6,742 -6%
FFWA
41
Forthright Family Wealth Advisory
Texas
$2.1M +$146K +6,558 +7%
MA
42
Mutual Advisors
Nebraska
$1.85M +$1.43M +64,292 +338%
BONH
43
Bank of New Hampshire
New Hampshire
$1.82M +$1.31M +58,998 +261%
SB
44
Strategic Blueprint
Georgia
$1.71M -$930K -41,904 -35%
ACM
45
Andina Capital Management
Utah
$1.66M +$1.65M +74,420 New
APW
46
Austin Private Wealth
Texas
$1.62M -$3.05M -137,150 -65%
GM
47
GeoWealth Management
Illinois
$1.53M +$1.52M +68,680 New
SFA
48
Source Financial Advisors
New York
$1.53M +$1.52M +68,680 New
NP
49
Nilsine Partners
Colorado
$1.53M -$48.1K -2,168 -3%
Vanguard Group
50
Vanguard Group
Pennsylvania
$1.49M +$1.2K +54 +0.1%