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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
RJA
76
Raymond James & Associates
Florida
$290K +$297K +13,722 New
HighTower Advisors
77
HighTower Advisors
Illinois
$289K -$45.1K -2,086 -13%
CWA
78
Clearview Wealth Advisors
Oregon
$288K +$284K +13,146 +2,716%
FWP
79
Firethorn Wealth Partners
Georgia
$284K +$292K +13,478 New
NL
80
NWAM LLC
Washington
$281K +$288K +13,320 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$276K +$283K +13,066 New
BA
82
Bristlecone Advisors
Washington
$270K +$3.46K +160 +1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$259K +$185K +8,548 +230%
SPI
84
Sutton Place Investors
New York
$258K +$264K +12,218 New
PCIA
85
Prime Capital Investment Advisors
Kansas
$252K +$6.96K +322 +3%
Prudential Financial
86
Prudential Financial
New Jersey
$249K +$255K +11,782 New
CA
87
Claro Advisors
Massachusetts
$245K -$84.1K -3,890 -25%
LA
88
LexAurum Advisors
Kansas
$241K +$247K +11,414 New
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$239K +$43K +1,986 +21%
WHCI
90
W.H. Cornerstone Investments
Massachusetts
$236K +$242K +11,188 New
WFC
91
Western Financial Corp
California
$235K +$241K +11,128 New
RIM
92
Rockbridge Investment Management
New York
$229K +$779 +36 +0.3%
T
93
TRUADVICE
Florida
$225K +$20.8K +962 +10%
KWM
94
Kingsview Wealth Management
Oregon
$223K -$44.7K -2,066 -16%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$228K +10,520 New
GRP
96
Global Retirement Partners
California
$218K +$225K +10,416 +12,702%
BBWP
97
Beacon Bridge Wealth Partners
Pennsylvania
$211K +$216K +10,002 New
SPAS
98
Spectrum Planning & Advisory Services
California
$211K +$216K +9,984 New
Fisher Asset Management
99
Fisher Asset Management
Washington
$210K -$135K -6,250 -39%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$203K -$34.5K -1,596 -14%