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Schwab 5-10 Year Corporate Bond ETF

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 43

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

2% more funds holding

Funds holding: 187190 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

86% less capital invested

Capital invested by funds: $5.97B → $861M (-$5.11B)

157.59% less ownership

Funds ownership: 181.26%23.67% (-158%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Source Financial Advisors
New York
$1.41M -$123K -5,408 -8%
GM
52
GeoWealth Management
Illinois
$1.41M -$123K -5,408 -8%
AWM
53
Adams Wealth Management
Utah
$1.35M +$771 +34 +0.1%
CI
54
CacheTech Inc
Utah
$1.35M +$771 +34 +0.1%
Creative Planning
55
Creative Planning
Kansas
$1.31M -$189K -8,346 -13%
ACM
56
Advisors Capital Management
New Jersey
$1.31M +$45.6K +2,010 +4%
AFO
57
Arrowroot Family Office
California
$1.29M +$243K +10,708 +24%
Jane Street
58
Jane Street
New York
$1.26M -$3.06M -135,188 -71%
AssetMark Inc
59
AssetMark Inc
California
$1.23M +$1.19M +52,572 +8,941%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.2M -$47.2K -2,084 -4%
MAS
61
Madden Advisory Services
Florida
$1.18M +$871K +38,402 +301%
CA
62
CoreCap Advisors
Michigan
$1.12M +$1.1M +48,686 New
PC
63
Prairiewood Capital
North Dakota
$1.1M +$135K +5,970 +14%
CWM
64
CIBC World Markets
New York
$1.07M -$187K -8,256 -15%
CCAM
65
Cascades Capital Asset Management
North Carolina
$954K +$937K +41,340 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$941K +$106K +4,676 +13%
BCI
67
Brinker Capital Investments
Pennsylvania
$928K +$125K +5,506 +16%
OPS
68
Orion Portfolio Solutions
Nebraska
$928K +$125K +5,506 +16%
Osaic Holdings
69
Osaic Holdings
Arizona
$864K +$144K +6,356 +20%
PFA
70
Pinnacle Family Advisors
Missouri
$854K +$107K +4,710 +15%
Morgan Stanley
71
Morgan Stanley
New York
$848K +$497K +21,938 +148%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$832K +$817K +36,046 New
PCWA
73
Pacific Capital Wealth Advisors
California
$826K +$469K +20,678 +137%
AWS
74
Atria Wealth Solutions
New York
$817K +$803K +35,406 New
AI
75
Atria Investments
North Carolina
$817K +$538K +23,722 +203%