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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
William Blair & Company
176
William Blair & Company
Illinois
$2.76K -$7.06K -318 -72%
AWM
177
Aspire Wealth Management
Massachusetts
$2.56K -$69.1K -3,112 -96%
M
178
MOTCO
Texas
$2.4K
BFEC
179
Benjamin F. Edwards & Company
Missouri
$2K +$2K +90 New
NB
180
NBT Bank
New York
$1.87K +$1.86K +84 New
WWMSC
181
Wagner Wealth Management (South Carolina)
South Carolina
$1.74K +$311 +14 +22%
NP
182
NorthRock Partners
Minnesota
$1.38K
SSB
183
Sandy Spring Bank
Maryland
$1.29K +$1.29K +58 New
IRC
184
Investors Research Corp
Georgia
$801 +$799 +36 New
CPG
185
Cornerstone Planning Group
New Jersey
$264 -$5.64K -254 -95%
VA
186
Vident Advisory
Georgia
-$1.99M -88,616 Closed
WWG
187
West Wealth Group
California
-$1.8M -80,088 Closed
FFN
188
Focus Financial Network
Minnesota
-$1.17M -51,914 Closed
MFA
189
Mayflower Financial Advisors
Massachusetts
-$1.03M -45,844 Closed
AR
190
Apeiron RIA
Texas
-$736K -32,758 Closed
AWE
191
Avidian Wealth Enterprises
Texas
-$531K -23,624 Closed
IWC
192
Integrated Wealth Concepts
Massachusetts
-$522K -23,220 Closed
SAW
193
Signal Advisors Wealth
Michigan
-$440K -19,588 Closed
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
-$436K -19,402 Closed
RA
195
RFG Advisory
Alabama
-$432K -19,206 Closed
WFC
196
Western Financial Corp
California
-$385K -17,144 Closed
MWM
197
Maripau Wealth Management
Indiana
-$364K -16,214 Closed
CCFM
198
Clear Creek Financial Management
Washington
-$337K -15,018 Closed
FWP
199
Firethorn Wealth Partners
Georgia
-$330K -14,670 Closed
SPI
200
Sutton Place Investors
New York
-$313K -13,914 Closed