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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
BLC
151
Brown, Lisle/Cummings
Rhode Island
$13.8K
FPF
152
First Pacific Financial
Washington
$12.7K +$12.7K +572 New
AF
153
Allworth Financial
California
$10.7K +$10.7K +482 New
RG
154
Retirement Group
California
$10.2K -$4K -180 -28%
WWP
155
WR Wealth Planners
Missouri
$8.54K +$8.53K +384 New
CFGS
156
Concourse Financial Group Securities
Alabama
$8.14K +$888 +40 +12%
CIAS
157
Capital Investment Advisory Services
North Carolina
$8.1K +$89 +4 +1%
HNB
158
Huntington National Bank
Ohio
$7.92K
IA
159
IFP Advisors
Florida
$7.83K -$11.3K -508 -59%
UBS Group
160
UBS Group
Switzerland
$7.3K -$10.8K -488 -60%
RP
161
Rice Partnership
Hawaii
$7.21K +$7.19K +324 New
TPCW
162
TD Private Client Wealth
New York
$7.12K +$7.11K +320 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$7K -$2.18K -98 -24%
NCM
164
Northwest Capital Management
Oregon
$6.36K
GWM
165
Geneos Wealth Management
Colorado
$6.23K -$7.77K -350 -56%
RIL
166
Rothschild Investment LLC
Illinois
$5.38K +$444 +20 +9%
EWA
167
EverSource Wealth Advisors
Alabama
$5.28K -$5.86K -264 -52%
EW
168
Element Wealth
Mississippi
$5.21K
ACA
169
Aptus Capital Advisors
Alabama
$5.21K +$5.2K +234 New
LFG
170
Larson Financial Group
Missouri
$4.49K +$4.49K +202 New
PCMC
171
Planning Capital Management Corporation
Pennsylvania
$4.45K
DF
172
Dunhill Financial
United Kingdom
$4.09K +$4.08K +184 New
FMP
173
Financial Management Professionals
Texas
$3K
HFS
174
Hantz Financial Services
Michigan
$3K +$2.75K +124 New
SS
175
Sunbelt Securities
Texas
$2.98K