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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
MLA
51
My Legacy Advisors
Oregon
$793K +$837K +38,714 New
AR
52
Apeiron RIA
Texas
$664K +$681K +31,464 New
WA
53
WBH Advisory
Maryland
$636K +$142K +6,584 +28%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$615K -$311K -14,376 -33%
SFA
55
Sequoia Financial Advisors
Ohio
$573K +$587K +27,144 New
PAS
56
Park Avenue Securities
New York
$565K +$579K +26,770 New
Ameriprise
57
Ameriprise
Minnesota
$556K +$343K +15,842 +151%
MFA
58
Mayflower Financial Advisors
Massachusetts
$553K +$567K +26,212 New
PA
59
PFG Advisors
Arizona
$536K +$549K +25,380 New
Morgan Stanley
60
Morgan Stanley
New York
$511K +$60.7K +2,806 +13%
CFD
61
Creative Financial Designs
Indiana
$510K +$253K +11,684 +93%
AWE
62
Avidian Wealth Enterprises
Texas
$494K +$506K +23,398 New
C1AG
63
Client 1st Advisory Group
Florida
$483K +$495K +22,868 New
AF
64
Advisornet Financial
Minnesota
$429K +$440K +20,352 New
VA
65
Valmark Advisers
Ohio
$427K
Citadel Advisors
66
Citadel Advisors
Florida
$418K -$69.5K -3,214 -14%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$409K +$131K +6,054 +45%
Creative Planning
68
Creative Planning
Kansas
$401K +$411K +19,018 New
VST
69
Van Strum & Towne
California
$393K -$13.6K -630 -3%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$385K +$34.7K +1,606 +10%
FA
71
FC Advisory
Pennsylvania
$368K +$28.6K +1,322 +8%
Renaissance Technologies
72
Renaissance Technologies
New York
$359K +$368K +17,000 New
MWM
73
Maripau Wealth Management
Indiana
$337K +$345K +15,950 New
RI
74
Ridgewood Investments
New Jersey
$306K
LPL Financial
75
LPL Financial
California
$296K +$303K +14,022 New