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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
TW
51
Transform Wealth
Colorado
$1.37M +$59.6K +2,684 +5%
Cerity Partners
52
Cerity Partners
New York
$1.31M +$1.31M +58,908 New
BBWP
53
Beacon Bridge Wealth Partners
Pennsylvania
$1.29M +$285K +12,850 +29%
NAM
54
NorthCrest Asset Manangement
Minnesota
$1.28M +$13.9K +626 +1%
CWM
55
CIBC World Markets
New York
$1.2M +$1.2M +53,884 New
Comerica Bank
56
Comerica Bank
Texas
$1.19M +$1.18M +53,292 New
Citadel Advisors
57
Citadel Advisors
Florida
$1.13M +$366K +16,506 +48%
ACM
58
Advisors Capital Management
New Jersey
$1.09M +$61.7K +2,778 +6%
PA
59
PFG Advisors
Arizona
$993K -$219K -9,886 -18%
Osaic Holdings
60
Osaic Holdings
Arizona
$968K -$437K -19,680 -31%
GC
61
Gratus Capital
Georgia
$928K -$62.8K -2,828 -6%
OWA
62
One Wealth Advisors
California
$897K -$2.24M -100,680 -71%
AWM
63
Adams Wealth Management
Utah
$811K +$80.7K +3,636 +11%
Renaissance Technologies
64
Renaissance Technologies
New York
$805K +$151K +6,792 +23%
WS
65
Wedbush Securities
California
$761K +$759K +34,194 New
PWM
66
Perigon Wealth Management
California
$752K +$750K +33,796 New
OMC
67
Old Mission Capital
Illinois
$734K +$239K +10,786 +49%
T
68
TNF
Montana
$733K -$579K -26,098 -44%
Creative Planning
69
Creative Planning
Kansas
$720K +$119K +5,372 +20%
PC
70
Prairiewood Capital
North Dakota
$718K +$281K +12,640 +64%
AFO
71
Arrowroot Family Office
California
$701K +$170K +7,652 +32%
VST
72
Van Strum & Towne
California
$670K +$93.9K +4,230 +16%
BCI
73
Brinker Capital Investments
Pennsylvania
$666K +$13.3K +600 +2%
OPS
74
Orion Portfolio Solutions
Nebraska
$666K +$13.3K +600 +2%
CFD
75
Creative Financial Designs
Indiana
$649K -$206K -9,258 -24%