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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
Vanguard Group
51
Vanguard Group
Pennsylvania
$1.48M -$1.1K -50 -0.1%
GM
52
GeoWealth Management
Illinois
$1.46M -$51.3K -2,340 -3%
SFA
53
Source Financial Advisors
New York
$1.46M -$51.3K -2,340 -3%
TW
54
Transform Wealth
Colorado
$1.46M +$101K +4,610 +7%
Creative Planning
55
Creative Planning
Kansas
$1.44M +$721K +32,878 +102%
NAM
56
NorthCrest Asset Manangement
Minnesota
$1.29M +$17.1K +782 +1%
AWM
57
Adams Wealth Management
Utah
$1.29M +$482K +21,996 +60%
CI
58
CacheTech Inc
Utah
$1.29M +$1.28M +58,474 New
HighTower Advisors
59
HighTower Advisors
Illinois
$1.27M +$872K +39,782 +223%
Cerity Partners
60
Cerity Partners
New York
$1.21M -$86K -3,924 -7%
CWM
61
CIBC World Markets
New York
$1.21M +$20.7K +942 +2%
ACM
62
Advisors Capital Management
New Jersey
$1.21M +$128K +5,832 +12%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$1.2M +$1.18M +53,944 New
Renaissance Technologies
64
Renaissance Technologies
New York
$1.01M +$211K +9,608 +27%
AFO
65
Arrowroot Family Office
California
$999K +$302K +13,778 +44%
GC
66
Gratus Capital
Georgia
$971K +$51.2K +2,336 +6%
SA
67
Sanctuary Advisors
Indiana
$966K +$977K +44,582 New
PC
68
Prairiewood Capital
North Dakota
$922K +$208K +9,498 +29%
PA
69
PFG Advisors
Arizona
$829K -$154K -7,046 -16%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$801K +$521K +23,780 +190%
WS
71
Wedbush Securities
California
$797K +$42.8K +1,950 +6%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$796K +$296K +13,480 +60%
BCI
73
Brinker Capital Investments
Pennsylvania
$765K +$105K +4,782 +16%
OPS
74
Orion Portfolio Solutions
Nebraska
$765K +$105K +4,782 +16%
PFA
75
Pinnacle Family Advisors
Missouri
$712K +$708K +32,296 New