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
SWM
126
Spire Wealth Management
Virginia
$150K +$123K +5,536 +464%
Wells Fargo
127
Wells Fargo
California
$137K +$113K +5,096 +484%
TWC
128
TD Waterhouse Canada
Ontario, Canada
$120K
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$116K +$117K +5,258 New
UB
130
UMB Bank
Missouri
$116K +$115K +5,198 New
LTI
131
Laffer Tengler Investments
Tennessee
$115K +$114K +5,156 New
Morgan Stanley
132
Morgan Stanley
New York
$112K -$1.24M -55,920 -92%
GRP
133
Global Retirement Partners
California
$103K -$189K -8,498 -65%
S
134
SignatureFD
Georgia
$78.7K +$77.4K +3,484 +6,221%
HR
135
Howe & Rusling
New York
$71.7K +$9.99K +450 +16%
PMFA
136
Plante Moran Financial Advisors
Michigan
$71.5K +$37.2K +1,674 +109%
MG
137
MilWealth Group
Wisconsin
$69.4K
BSB
138
Bangor Savings Bank
Maine
$54.9K
HIA
139
Harbor Investment Advisory
Maryland
$53.1K +$53K +2,386 New
CFO
140
CVA Family Office
Colorado
$49.9K +$133 +6 +0.3%
FWM
141
FSA Wealth Management
Massachusetts
$43.5K +$43.4K +1,954 New
PS
142
Principal Securities
Iowa
$33.9K +$17.1K +772 +103%
AC
143
AlphaCore Capital
California
$30.3K +$30.2K +1,360 New
FFA
144
Farther Finance Advisors
California
$29.6K -$5.06K -228 -15%
MA
145
MCF Advisors
Kentucky
$25.9K
ACM
146
Anfield Capital Management
California
$24.8K +$24.8K +1,116 New
CSWM
147
Cassady Schiller Wealth Management
Ohio
$24.7K +$24.7K +1,112 New
SWC
148
Spectrum Wealth Counsel
Indiana
$20.3K
FAM
149
Family Asset Management
South Carolina
$20.3K -$89 -4 -0.4%
AIC
150
Archer Investment Corporation
Indiana
$16.7K +$16.7K +750 New