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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
WWMSC
176
Wagner Wealth Management (South Carolina)
South Carolina
$1.99K +$263 +12 +15%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$1.76K +$1.75K +80 New
NP
178
NorthRock Partners
Minnesota
$1.37K
SSB
179
Sandy Spring Bank
Maryland
$1.28K
TAM
180
Tucker Asset Management
Colorado
$1.24K +$1.23K +56 New
AC
181
AlphaCore Capital
California
$970 -$28.9K -1,316 -97%
HNB
182
Huntington National Bank
Ohio
$923
CFGS
183
Concourse Financial Group Securities
Alabama
$882 -$7.15K -326 -89%
IRC
184
Investors Research Corp
Georgia
$794
PGAM
185
Princeton Global Asset Management
New Jersey
$794 +$789 +36 New
SIS
186
Strategic Investment Solutions
Illinois
$586 +$570 +26 New
CPG
187
Cornerstone Planning Group
New Jersey
$277
AWM
188
Aspire Wealth Management
Massachusetts
$250 -$2.28K -104 -90%
GWP
189
Gen-Wealth Partners
Michigan
$132 -$306K -13,972 -100%
CSIA
190
Charles Schwab Investment Advisory
California
-$4.95B -222,407,578 Closed
CWM
191
Campbell Wealth Management
Virginia
-$92.7M -4,167,302 Closed
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
-$14M -628,660 Closed
HGWM
193
Horst & Graben Wealth Management
Oregon
-$2.27M -101,882 Closed
APW
194
Austin Private Wealth
Texas
-$1.62M -73,520 Closed
OWA
195
One Wealth Advisors
California
-$897K -40,330 Closed
T
196
TNF
Montana
-$733K -33,850 Closed
PWMG
197
Pinnacle Wealth Management Group
Michigan
-$576K -25,896 Closed
SF
198
Schaeffer Financial
Maryland
-$522K -23,456 Closed
MAM
199
Meeder Asset Management
Ohio
-$376K -16,924 Closed
MLA
200
My Legacy Advisors
Oregon
-$322K -14,488 Closed