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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
WWP
76
WR Wealth Planners
Missouri
$14.6K -$22.3K -1,008 -60%
RG
77
Retirement Group
California
$14.1K
BLC
78
Brown, Lisle/Cummings
Rhode Island
$13.7K
CWA
79
Clearview Wealth Advisors
Oregon
$10.7K +$89 +4 +0.8%
Citigroup
80
Citigroup
New York
$8.94K +$8.99K +406 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$8K +$7.58K +342 New
FWP
82
FAS Wealth Partners
Kansas
$7.31K +$7.35K +332 New
ANBT
83
American National Bank & Trust
Texas
$7.05K +$7.09K +320 New
NCM
84
Northwest Capital Management
Oregon
$6.3K +$6.33K +286 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.33K +286 New
EWP
86
Elevation Wealth Partners
California
$5.46K +$5.49K +248 New
TFP
87
Tilia Fiduciary Partners
North Carolina
$5.11K
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.76K +$4.78K +216 New
Wells Fargo
89
Wells Fargo
California
$4.32K +$4.34K +196 New
PO
90
Private Ocean
California
$3.96K +$3.99K +180 New
HWA
91
HHM Wealth Advisors
Tennessee
$3.26K +$3.28K +148 New
FMP
92
Financial Management Professionals
Texas
$3K
AC
93
AlphaCore Capital
California
$2.6K +$2.61K +118 New
GRP
94
Global Retirement Partners
California
$1.81K +$1.82K +82 New
GWM
95
Geneos Wealth Management
Colorado
$1.72K +$1.73K +78 New
SMA
96
Sage Mountain Advisors
Georgia
$1.72K +$1.73K +78 New
S
97
SignatureFD
Georgia
$1.1K
WWMSC
98
Wagner Wealth Management (South Carolina)
South Carolina
$176 +$44 +2 +33%
AWM
99
Aspire Wealth Management
Massachusetts
$135
BAM
100
Belpointe Asset Management
Nevada
-$56.4K -2,526 Closed