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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
S
126
SignatureFD
Georgia
$137K +$58.4K +2,662 +75%
Citigroup
127
Citigroup
New York
$133K -$19.8K -904 -13%
NA
128
NewEdge Advisors
Louisiana
$113K +$112K +5,108 New
1IA
129
1620 Investment Advisors
Massachusetts
$105K +$105K +4,772 New
ACA
130
Aptus Capital Advisors
Alabama
$77.9K +$72.3K +3,298 +1,409%
IA
131
IFP Advisors
Florida
$74.3K +$66.2K +3,018 +857%
AA
132
Addison Advisors
Vermont
$69.3K +$68.9K +3,142 New
MG
133
MilWealth Group
Wisconsin
$68.8K
LFG
134
Larson Financial Group
Missouri
$64.4K +$59.6K +2,720 +1,347%
FGAM
135
Financial Gravity Asset Management
Texas
$56.7K
HIA
136
Harbor Investment Advisory
Maryland
$52.6K
CFO
137
CVA Family Office
Colorado
$49.7K +$219 +10 +0.4%
CSWG
138
Cardinal Strategic Wealth Guidance
Kentucky
$44.5K +$44.2K +2,016 New
BSB
139
Bangor Savings Bank
Maine
$44.3K -$10K -458 -19%
VCM
140
Versant Capital Management
Arizona
$44.1K +$43.9K +2,000 New
PS
141
Principal Securities
Iowa
$33.6K
SFC
142
SYM Financial Corp
Indiana
$30.4K +$30.3K +1,380 New
MA
143
MCF Advisors
Kentucky
$25.7K
TWP
144
Triad Wealth Partners
Kansas
$24.8K +$24.7K +1,126 New
EWP
145
Elevation Wealth Partners
California
$24.6K -$168K -7,680 -87%
GRP
146
Global Retirement Partners
California
$22.2K -$79.8K -3,640 -78%
SWM
147
Spire Wealth Management
Virginia
$21.6K -$126K -5,748 -85%
IHWM
148
Iron Horse Wealth Management
Iowa
$21.4K +$21.3K +970 New
SWC
149
Spectrum Wealth Counsel
Indiana
$20.1K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$17.9K -$97.6K -4,452 -85%