We are live on ! Find out more
SCHI icon

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
WCM
101
WealthBridge Capital Management
Ohio
$296K +$295K +13,284 New
BA
102
Bristlecone Advisors
Washington
$292K +$2.4K +108 +0.8%
MA
103
MONECO Advisors
Connecticut
$292K +$291K +13,114 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$286K -$157K -7,052 -35%
AF
105
Advisornet Financial
Minnesota
$284K -$405K -18,236 -59%
EWM
106
Empirical Wealth Management
Washington
$283K +$283K +12,726 New
PAG
107
Private Advisor Group
New Jersey
$281K +$280K +12,632 New
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$279K -$255K -11,474 -48%
Fisher Asset Management
109
Fisher Asset Management
Washington
$273K +$273K +12,290 New
PP
110
Patten & Patten
Tennessee
$262K +$262K +11,782 New
BSW
111
Buckingham Strategic Wealth
Missouri
$260K +$260K +11,708 New
MML Investors Services
112
MML Investors Services
Massachusetts
$258K +$258K +11,608 New
RIM
113
Rockbridge Investment Management
New York
$255K +$2.49K +112 +1%
SAG
114
SageView Advisory Group
California
$253K +$205K +9,230 New
CA
115
CoreCap Advisors
Michigan
$240K +$29.4K +1,322 +14%
KWM
116
Kingsview Wealth Management
Oregon
$231K
GFA
117
Gallagher Fiduciary Advisors
Illinois
$230K +$229K +10,322 New
DFG
118
Delta Financial Group
New Jersey
$218K +$217K +9,782 New
EWP
119
Elevation Wealth Partners
California
$196K +$195K +8,796 New
ANBT
120
American National Bank & Trust
Texas
$190K +$140K +6,284 +279%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$181K -$9.19K -414 -5%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$174K +$71.4K +3,216 +69%
MSS
123
Mitchell Sinkler & Starr
Pennsylvania
$171K +$171K +7,690 New
BFPW
124
BOK Financial Private Wealth
Colorado
$165K +$165K +7,430 New
Citigroup
125
Citigroup
New York
$155K +$116K +5,234 +304%