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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
HR
101
Howe & Rusling
New York
$156K +$160K +7,388 New
FAM
102
Family Asset Management
South Carolina
$152K +$18.5K +856 +14%
UBS Group
103
UBS Group
Switzerland
$127K -$52.2K -2,412 -29%
EWA
104
EP Wealth Advisors
California
$126K +$129K +5,984 New
BSB
105
Bangor Savings Bank
Maine
$113K -$606 -28 -0.5%
MG
106
MilWealth Group
Wisconsin
$88.5K +$23.3K +1,076 +35%
AWM
107
Aspire Wealth Management
Massachusetts
$67.8K +$69.4K +3,210 +53,500%
RFA
108
Resurgent Financial Advisors
Georgia
$52K +$53.3K +2,464 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$43K +$36.5K +1,688 +494%
FFA
110
Farther Finance Advisors
California
$31.1K +$31.8K +1,472 New
LFG
111
Larson Financial Group
Missouri
$30.3K +$31K +1,434 New
CCM
112
Chilton Capital Management
Texas
$29.2K +$29.9K +1,384 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$27.4K -$292K -13,484 -91%
TCA
114
Trifecta Capital Advisors
Illinois
$25.3K +$26K +1,200 New
MA
115
MCF Advisors
Kentucky
$24.6K +$25.2K +1,164 New
SWM
116
Spire Wealth Management
Virginia
$23.5K +$24.1K +1,116 New
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.1K +$14.9K +690 +319%
Citigroup
118
Citigroup
New York
$16.6K +$8.22K +380 +94%
OLVIG
119
Oliver Lagore Vanvalin Investment Group
Michigan
$15.8K +$16.2K +750 New
AAP
120
Arax Advisory Partners
Colorado
$13.9K +$14.3K +660 New
RG
121
Retirement Group
California
$13.5K
SFA
122
Semmax Financial Advisors
North Carolina
$13.2K +$13.5K +626 New
BLC
123
Brown, Lisle/Cummings
Rhode Island
$13.1K
WWP
124
WR Wealth Planners
Missouri
$11.9K -$2.16K -100 -15%
ANBT
125
American National Bank & Trust
Texas
$10.3K +$3.68K +170 +53%