We are live on ! Find out more
SCHI icon

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
SWM
126
Spire Wealth Management
Virginia
$26.5K +$1.63K +76 +7%
MA
127
MCF Advisors
Kentucky
$26.2K
Wells Fargo
128
Wells Fargo
California
$23.6K +$22.5K +1,052 New
BCPWM
129
Bradley & Co Private Wealth Management
Florida
$20.7K +$19.7K +920 New
FAM
130
Family Asset Management
South Carolina
$20.6K -$134K -6,272 -87%
SWC
131
Spectrum Wealth Counsel
Indiana
$20.5K +$19.6K +914 New
IA
132
IFP Advisors
Florida
$19.3K +$11.3K +530 +161%
UBS Group
133
UBS Group
Switzerland
$18.3K -$111K -5,202 -86%
PS
134
Principal Securities
Iowa
$16.9K +$16.1K +752 New
AA
135
Addison Advisors
Vermont
$15.6K +$14.3K +668 +2,386%
RG
136
Retirement Group
California
$14.4K
GWM
137
Geneos Wealth Management
Colorado
$14.2K +$11.8K +552 +708%
BLC
138
Brown, Lisle/Cummings
Rhode Island
$13.9K
TWM
139
Tradition Wealth Management
Minnesota
$12K +$5.74K +268 +96%
LPP
140
Life Planning Partners
Florida
$11.7K +$11.1K +520 New
EWA
141
EverSource Wealth Advisors
Alabama
$11.4K +$2.01K +94 +23%
William Blair & Company
142
William Blair & Company
Illinois
$9.93K +$5.1K +238 +117%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.53K +118 +41%
CIAS
144
Capital Investment Advisory Services
North Carolina
$8.11K +$7.71K +360 New
NRC
145
New Republic Capital
North Carolina
$7.78K +$7.41K +346 New
CFGS
146
Concourse Financial Group Securities
Alabama
$7.33K -$888K -41,472 -99%
NCM
147
Northwest Capital Management
Oregon
$6.43K
CPG
148
Cornerstone Planning Group
New Jersey
$6.02K +$5.74K +268 New
EW
149
Element Wealth
Mississippi
$5.26K
KFS
150
Kelly Financial Services
Massachusetts
$5.02K +$86 +4 +2%