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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
VST
76
Van Strum & Towne
California
$711K +$46.4K +2,116 +7%
Osaic Holdings
77
Osaic Holdings
Arizona
$685K -$272K -12,414 -29%
CFD
78
Creative Financial Designs
Indiana
$661K +$17.6K +802 +3%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$584K +$60.6K +2,764 +12%
AGWCA
80
Annis Gardner Whiting Capital Advisors
Florida
$581K +$578K +26,348 New
KAS
81
Kestra Advisory Services
Texas
$564K +$610K +27,818 New
JF
82
Joule Financial
Kentucky
$552K
DC
83
Davenport & Co
Virginia
$542K -$21.4K -976 -4%
EWA
84
EP Wealth Advisors
California
$494K +$153K +6,974 +45%
C1AG
85
Client 1st Advisory Group
Florida
$490K -$50.6K -2,306 -9%
HI
86
Harbour Investments
Wisconsin
$479K -$113K -5,170 -19%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$473K +$188K +8,586 +67%
WP
88
WealthPLAN Partners
Nebraska
$450K -$70.1K -3,196 -14%
VA
89
Valmark Advisers
Ohio
$447K -$2.1K -96 -0.5%
IIA
90
Integral Investment Advisors
California
$437K -$66.6K -3,036 -13%
WA
91
Waverly Advisors
Alabama
$434K +$431K +19,670 New
CKAIS
92
Christensen King & Associates Investment Services
Washington
$431K +$14.3K +654 +3%
SFA
93
Sequoia Financial Advisors
Ohio
$423K +$74K +3,376 +21%
OAJ
94
Ogorek Anthony Joseph
New York
$417K -$16.6M -758,488 -98%
FA
95
FC Advisory
Pennsylvania
$386K +$789 +36 +0.2%
WCM
96
WealthBridge Capital Management
Ohio
$374K +$81.1K +3,700 +28%
SFS
97
Security Financial Services
Indiana
$371K +$56.8K +2,592 +18%
EWM
98
Empirical Wealth Management
Washington
$370K +$89K +4,060 +32%
EWA
99
Emergent Wealth Advisors
New York
$354K -$48K -2,190 -12%
PWM
100
Perigon Wealth Management
California
$354K -$389K -17,750 -53%