We are live on ! Find out more
SCHI icon

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
PCIA
201
Prime Capital Investment Advisors
Kansas
-$307K -13,652 Closed
RIM
202
Redwood Investment Management
Arizona
-$273K -12,162 Closed
LA
203
LexAurum Advisors
Kansas
-$271K -12,064 Closed
VPP
204
Vertex Planning Partners
Illinois
-$267K -11,870 Closed
TF
205
Theory Financial
Colorado
-$240K -10,672 Closed
NL
206
NWAM LLC
Washington
-$238K -10,608 Closed
BTI
207
Blue Trust Inc
Georgia
-$180K -8,508 Closed
US Bancorp
208
US Bancorp
Minnesota
-$57.1K -2,540 Closed
RFA
209
Resurgent Financial Advisors
Georgia
-$54.9K -2,442 Closed
CCM
210
Chilton Capital Management
Texas
-$31.1K -1,384 Closed
BCPWM
211
Bradley & Co Private Wealth Management
Florida
-$20.7K -920 Closed
AA
212
Addison Advisors
Vermont
-$15.6K -696 Closed
LPP
213
Life Planning Partners
Florida
-$11.7K -520 Closed
NRC
214
New Republic Capital
North Carolina
-$7.78K -346 Closed
KFS
215
Kelly Financial Services
Massachusetts
-$5.02K -224 Closed
OLVIG
216
Oliver Lagore Vanvalin Investment Group
Michigan
-$2.76K -122 Closed
SA
217
Scarborough Advisors
Maryland
-$2.53K -112 Closed
IPW
218
Impact Partnership Wealth
Georgia
-$2.47K -110 Closed
SMA
219
Sage Mountain Advisors
Georgia
-$1.75K -78 Closed
LFA
220
LGT Financial Advisors
Texas
-$1.68K -74 Closed
AW
221
Avion Wealth
Texas
-$2K -68 Closed
MFT
222
Moisand Fitzgerald Tamayo
Florida
-$944 -42 Closed
AEPWM
223
Atlantic Edge Private Wealth Management
Florida
-$90 -4 Closed
CP
224
Castleview Partners
Texas
-$45 -2 Closed