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Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $4.72B → $5.34B (+$626M)

11% more funds holding

Funds holding: 150167 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.75% less ownership

Funds ownership: 188.81%186.06% (-2.8%)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
101
LexAurum Advisors
Kansas
$271K +$13.9K +650 +6%
EWA
102
EP Wealth Advisors
California
$268K +$127K +5,928 +99%
VPP
103
Vertex Planning Partners
Illinois
$267K +$254K +11,870 New
RIM
104
Rockbridge Investment Management
New York
$255K +$10.3K +482 +4%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$246K -$7.84K -366 -3%
TF
106
Theory Financial
Colorado
$240K +$229K +10,672 New
NL
107
NWAM LLC
Washington
$238K -$58.1K -2,712 -20%
KWM
108
Kingsview Wealth Management
Oregon
$233K -$3.51K -164 -2%
CA
109
CoreCap Advisors
Michigan
$212K +$202K +9,452 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$192K -$79.7K -3,724 -30%
BTI
111
Blue Trust Inc
Georgia
$180K +$182K +8,508 New
TWC
112
TD Waterhouse Canada
Ontario, Canada
$121K +$116K +5,440 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$104K +$71.3K +3,330 +257%
AWM
114
Aspire Wealth Management
Massachusetts
$72.5K +$257 +12 +0.4%
MG
115
MilWealth Group
Wisconsin
$70.1K -$23K -1,076 -26%
HR
116
Howe & Rusling
New York
$62.3K -$98.8K -4,616 -62%
US Bancorp
117
US Bancorp
Minnesota
$57.1K +$54.4K +2,540 New
BSB
118
Bangor Savings Bank
Maine
$55.5K -$62.3K -2,910 -54%
RFA
119
Resurgent Financial Advisors
Georgia
$54.9K -$471 -22 -0.9%
ANBT
120
American National Bank & Trust
Texas
$50.6K +$37.7K +1,762 +360%
CFO
121
CVA Family Office
Colorado
$50.2K +$47.9K +2,236 New
Citigroup
122
Citigroup
New York
$38.7K +$20K +936 +119%
FFA
123
Farther Finance Advisors
California
$35.3K +$2.14K +100 +7%
PMFA
124
Plante Moran Financial Advisors
Michigan
$34.6K +$33K +1,540 New
CCM
125
Chilton Capital Management
Texas
$31.1K