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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
TWM
101
Tradition Wealth Management
Minnesota
$334K +$2.5K +114 +0.8%
PCWA
102
Pacific Capital Wealth Advisors
California
$333K +$331K +15,118 New
Morgan Stanley
103
Morgan Stanley
New York
$326K +$214K +9,782 +195%
CAL
104
Capital Analysts LLC
Pennsylvania
$301K +$299K +13,656 New
RFG
105
Range Financial Group
Oregon
$296K +$1.36K +62 +0.5%
MA
106
MONECO Advisors
Connecticut
$290K +$526 +24 +0.2%
BA
107
Bristlecone Advisors
Washington
$285K -$5K -228 -2%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$282K +$102K +4,656 +57%
MAS
109
Madden Advisory Services
Florida
$282K +$280K +12,774 New
FC
110
FCA Corp
Texas
$281K +$280K +12,756 New
CWA
111
Clearview Wealth Advisors
Oregon
$271K -$214K -9,772 -44%
PP
112
Patten & Patten
Tennessee
$260K
AI
113
Atria Investments
North Carolina
$257K +$256K +11,676 New
RIM
114
Rockbridge Investment Management
New York
$253K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$249K +$75.5K +3,442 +44%
RJT
116
Raymond James Trust
Florida
$248K +$247K +11,250 New
PWM
117
Power Wealth Management
Georgia
$246K +$245K +11,162 New
AF
118
Advisornet Financial
Minnesota
$237K -$44.3K -2,022 -16%
CCG
119
Ceeto Capital Group
Florida
$221K +$219K +10,000 New
GFA
120
Gallagher Fiduciary Advisors
Illinois
$220K -$7.15K -326 -3%
KWM
121
Kingsview Wealth Management
Oregon
$214K -$14.6K -664 -6%
MSS
122
Mitchell Sinkler & Starr
Pennsylvania
$212K +$39.5K +1,800 +23%
Wells Fargo
123
Wells Fargo
California
$198K +$61.7K +2,814 +46%
ANBT
124
American National Bank & Trust
Texas
$193K +$4.6K +210 +2%
FFA
125
Farther Finance Advisors
California
$192K +$163K +7,456 +555%