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Schwab 5-10 Year Corporate Bond ETF

187 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

2% more funds holding

Funds holding: 184187 (+3)

0% more capital invested

Capital invested by funds: $5.96B → $5.97B (+$12.6M)

4.26% less ownership

Funds ownership: 185.52%181.26% (-4.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
50
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$3.75M +$1.49M +67,746 +66%
ASN
27
Advisory Services Network
Georgia
$3.75M +$144K +6,578 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$3.69M +$2.56M +116,582 +230%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.62M -$51.4K -2,344 -1%
DF
30
DecisionPoint Financial
Arizona
$3.4M -$31.7K -1,446 -0.9%
OMC
31
Old Mission Capital
Illinois
$3.15M +$2.41M +110,046 +334%
SFM
32
Signet Financial Management
New Jersey
$3.09M +$127K +5,794 +4%
Mariner
33
Mariner
Kansas
$2.94M -$749K -34,172 -20%
ACM
34
AlphaStar Capital Management
North Carolina
$2.91M +$234K +10,680 +9%
LPL Financial
35
LPL Financial
California
$2.8M +$515K +23,474 +23%
VA
36
Vident Advisory
Georgia
$2.62M +$2.61M +118,984 New
EL
37
Essex LLC
Illinois
$2.47M +$161K +7,330 +7%
FRA
38
FFG Retirement Advisors
Colorado
$2.39M -$364K -16,602 -13%
BONH
39
Bank of New Hampshire
New Hampshire
$2.13M +$326K +14,868 +18%
MA
40
Mutual Advisors
Nebraska
$2.1M +$231K +10,542 +13%
CNBTD
41
Citizens National Bank Trust Department
Mississippi
$2.07M -$243K -11,086 -11%
ACM
42
Andina Capital Management
Utah
$2.03M +$382K +17,426 +23%
FFWA
43
Forthright Family Wealth Advisory
Texas
$2.01M -$70.9K -3,234 -3%
SB
44
Strategic Blueprint
Georgia
$1.9M +$202K +9,230 +12%
WOSD
45
WFA of San Diego
California
$1.69M +$1.68M +76,846 New
BBWP
46
Beacon Bridge Wealth Partners
Pennsylvania
$1.64M +$360K +16,406 +28%
AWM
47
Avior Wealth Management
Nebraska
$1.6M +$1.59M +72,374 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.59M -$948K -43,236 -37%
NP
49
Nilsine Partners
Colorado
$1.56M +$46K +2,098 +3%
Comerica Bank
50
Comerica Bank
Texas
$1.51M +$336K +15,340 +29%