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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
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$270K +$272K +12,280 New
PCIA
52
Prime Capital Investment Advisors
Kansas
$256K +$257K +11,618 New
WPC
53
Wedmont Private Capital
Pennsylvania
$249K +$1.77K +80 +0.7%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$247K +$249K +11,236 New
NB
55
Nicolet Bankshares
Wisconsin
$247K +$249K +11,220 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$240K +$241K +10,880 New
RIM
57
Rockbridge Investment Management
New York
$239K +$532 +24 +0.2%
Ameriprise
58
Ameriprise
Minnesota
$231K +$232K +10,496 New
T
59
TRUADVICE
Florida
$211K +$215K +9,724 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$206K +$207K +9,356 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$206K +$207K +9,350 New
UBS Group
62
UBS Group
Switzerland
$186K +$187K +8,430 New
AP
63
Arlington Partners
Alabama
$176K +$177K +7,996 New
FAM
64
Family Asset Management
South Carolina
$139K +$140K +6,332 New
BAAM
65
Baker Avenue Asset Management
California
$128K +$129K +5,810 New
BSB
66
Bangor Savings Bank
Maine
$119K -$3.41K -154 -3%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$81.8K +$82.2K +3,712 New
MG
68
MilWealth Group
Wisconsin
$68.7K
GGI
69
Godsey & Gibb Inc
Virginia
$55.5K +$55.8K +2,520 New
CFO
70
CVA Family Office
Colorado
$48.8K +$33.4K +1,506 +213%
ICM
71
Intrepid Capital Management
Florida
$36.7K
RIA
72
Realta Investment Advisors
Delaware
$22K +$22.1K +1,000 New
IA
73
IFP Advisors
Florida
$18.5K +$8.64K +390 +86%
NC
74
NewSquare Capital
Pennsylvania
$15.4K +$15.5K +700 New
GI
75
Gradient Investments
Minnesota
$14.8K +$14.9K +674 New