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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
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
-$385K -18,244 Closed
RI
177
Ridgewood Investments
New Jersey
-$306K -14,500 Closed
RJA
178
Raymond James & Associates
Florida
-$290K -13,722 Closed
Prudential Financial
179
Prudential Financial
New Jersey
-$249K -11,782 Closed
CA
180
Claro Advisors
Massachusetts
-$245K -11,588 Closed
WHCI
181
W.H. Cornerstone Investments
Massachusetts
-$236K -11,188 Closed
Fisher Asset Management
182
Fisher Asset Management
Washington
-$210K -9,956 Closed
LFG
183
Larson Financial Group
Missouri
-$30.3K -1,434 Closed
TCA
184
Trifecta Capital Advisors
Illinois
-$25.3K -1,200 Closed
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$19.1K -906 Closed
AAP
186
Arax Advisory Partners
Colorado
-$13.9K -660 Closed
WWP
187
WR Wealth Planners
Missouri
-$11.9K -564 Closed
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
-$6.54K -310 Closed
ADL
189
Asset Dedication LLC
California
-$6K -272 Closed
NA
190
NewEdge Advisors
Louisiana
-$2.53K -120 Closed
CCMI
191
Creative Capital Management Investments
California
-$2.19K -104 Closed
MIM
192
Macroview Investment Management
Maryland
-$1.14K -54 Closed
AssetMark Inc
193
AssetMark Inc
California
-$1.1K -52 Closed
FCAS
194
First Command Advisory Services
Texas
-$1.05K -50 Closed