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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
RIL
151
Rothschild Investment LLC
Illinois
$4.99K +$4.75K +222 New
PCMC
152
Planning Capital Management Corporation
Pennsylvania
$4.49K +$4.28K +200 New
SS
153
Sunbelt Securities
Texas
$3.01K
FMP
154
Financial Management Professionals
Texas
$3K +$43 +2 +2%
OLVIG
155
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K -$13.4K -628 -84%
SA
156
Scarborough Advisors
Maryland
$2.53K +$2.4K +112 New
IPW
157
Impact Partnership Wealth
Georgia
$2.47K -$5.27K -246 -69%
M
158
MOTCO
Texas
$2.43K +$2.31K +108 New
AW
159
Avion Wealth
Texas
$2K
SMA
160
Sage Mountain Advisors
Georgia
$1.75K
LFA
161
LGT Financial Advisors
Texas
$1.68K +$1.58K +74 New
WWMSC
162
Wagner Wealth Management (South Carolina)
South Carolina
$1.44K +$214 +10 +19%
NP
163
NorthRock Partners
Minnesota
$1.39K +$1.33K +62 New
S
164
SignatureFD
Georgia
$1.26K
MFT
165
Moisand Fitzgerald Tamayo
Florida
$944 +$899 +42 New
AEPWM
166
Atlantic Edge Private Wealth Management
Florida
$90 +$86 +4 New
CP
167
Castleview Partners
Texas
$45
Jane Street
168
Jane Street
New York
-$10.1M -479,470 Closed
MML Investors Services
169
MML Investors Services
Massachusetts
-$1.99M -94,362 Closed
AWM
170
AE Wealth Management
Kansas
-$1.33M -63,026 Closed
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
-$944K -44,720 Closed
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
-$925K -43,858 Closed
SWA
173
Stratos Wealth Advisors
Ohio
-$809K -38,344 Closed
WA
174
WBH Advisory
Maryland
-$636K -30,144 Closed
PAS
175
Park Avenue Securities
New York
-$565K -26,770 Closed