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Schwab 5-10 Year Corporate Bond ETF

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 43

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

2% more funds holding

Funds holding: 187190 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

86% less capital invested

Capital invested by funds: $5.97B → $861M (-$5.11B)

157.59% less ownership

Funds ownership: 181.26%23.67% (-158%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSR
101
Main Street Research
Connecticut
$410K +$403K +17,758 New
FA
102
FC Advisory
Pennsylvania
$405K +$816 +36 +0.2%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$400K +$137K +6,064 +54%
CFD
104
Creative Financial Designs
Indiana
$396K -$290K -12,796 -43%
PWM
105
Perigon Wealth Management
California
$377K +$6.21K +274 +2%
BTI
106
Blue Trust Inc
Georgia
$371K +$371K +16,372 +3,439%
SWM
107
Selective Wealth Management
Virginia
$354K +$353K +15,558 New
TWM
108
Tradition Wealth Management
Minnesota
$350K
SFS
109
Security Financial Services
Indiana
$347K -$41K -1,808 -11%
Goldman Sachs
110
Goldman Sachs
New York
$343K +$337K +14,866 New
MA
111
MONECO Advisors
Connecticut
$305K +$1.45K +64 +0.5%
BA
112
Bristlecone Advisors
Washington
$294K -$3.85K -170 -1%
AAS
113
Asset Allocation Strategies
Michigan
$290K +$285K +12,556 New
PP
114
Patten & Patten
Tennessee
$270K -$1.68K -74 -0.6%
RIM
115
Rockbridge Investment Management
New York
$265K
WANY
116
Wealthspire Advisors (New York)
New York
$262K +$257K +11,340 New
Wells Fargo
117
Wells Fargo
California
$259K +$51.5K +2,270 +25%
Corient Private Wealth
118
Corient Private Wealth
Florida
$257K +$253K +11,156 New
MSS
119
Mitchell Sinkler & Starr
Pennsylvania
$256K +$36.3K +1,600 +17%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$248K -$46.4K -2,046 -16%
AF
121
Advisornet Financial
Minnesota
$246K -$1.27K -56 -0.5%
ANBT
122
American National Bank & Trust
Texas
$217K +$14.8K +654 +7%
RJT
123
Raymond James Trust
Florida
$213K -$45.6K -2,012 -18%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$207K +$186K +8,202 +1,060%
CWA
125
Clearview Wealth Advisors
Oregon
$207K -$75.8K -3,342 -27%