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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
HI
76
Harbour Investments
Wisconsin
$598K -$477K -21,496 -44%
PWMG
77
Pinnacle Wealth Management Group
Michigan
$576K -$5.41M -243,482 -90%
DC
78
Davenport & Co
Virginia
$568K +$567K +25,552 New
JF
79
Joule Financial
Kentucky
$556K
C1AG
80
Client 1st Advisory Group
Florida
$546K +$51.3K +2,310 +10%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$527K +$526K +23,712 New
WP
82
WealthPLAN Partners
Nebraska
$525K -$439K -19,778 -46%
SF
83
Schaeffer Financial
Maryland
$522K +$54.9K +2,472 +12%
IIA
84
Integral Investment Advisors
California
$508K +$506K +22,790 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$503K -$226K -10,178 -31%
CWA
86
Clearview Wealth Advisors
Oregon
$491K +$115K +5,168 +31%
VA
87
Valmark Advisers
Ohio
$453K
CKAIS
88
Christensen King & Associates Investment Services
Washington
$420K -$4.71K -212 -1%
EWA
89
Emergent Wealth Advisors
New York
$406K +$406K +18,266 New
HighTower Advisors
90
HighTower Advisors
Illinois
$395K +$22.7K +1,022 +6%
FA
91
FC Advisory
Pennsylvania
$389K +$488 +22 +0.1%
MAM
92
Meeder Asset Management
Ohio
$376K -$26.7K -1,204 -7%
SFA
93
Sequoia Financial Advisors
Ohio
$352K -$46.4K -2,088 -12%
EWA
94
EP Wealth Advisors
California
$343K +$78K +3,514 +29%
TWM
95
Tradition Wealth Management
Minnesota
$335K +$322K +14,506 +2,647%
MLA
96
My Legacy Advisors
Oregon
$322K -$612K -27,556 -66%
SFS
97
Security Financial Services
Indiana
$317K -$950K -42,792 -75%
KV
98
Kickstand Ventures
New York
$316K -$463K -20,874 -60%
GWP
99
Gen-Wealth Partners
Michigan
$311K +$310K +13,978 New
RFG
100
Range Financial Group
Oregon
$297K +$297K +13,370 New