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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
KV
201
Kickstand Ventures
New York
-$316K -14,184 Closed
PAG
202
Private Advisor Group
New Jersey
-$281K -12,632 Closed
Fisher Asset Management
203
Fisher Asset Management
Washington
-$273K -12,290 Closed
BSW
204
Buckingham Strategic Wealth
Missouri
-$260K -11,708 Closed
MML Investors Services
205
MML Investors Services
Massachusetts
-$258K -11,608 Closed
CA
206
CoreCap Advisors
Michigan
-$240K -10,774 Closed
DFG
207
Delta Financial Group
New Jersey
-$218K -9,782 Closed
SAG
208
SageView Advisory Group
California
-$253K -9,230 Closed
BFPW
209
BOK Financial Private Wealth
Colorado
-$165K -7,430 Closed
TWC
210
TD Waterhouse Canada
Ontario, Canada
-$120K -5,440 Closed
UB
211
UMB Bank
Missouri
-$116K -5,198 Closed
LTI
212
Laffer Tengler Investments
Tennessee
-$115K -5,156 Closed
HR
213
Howe & Rusling
New York
-$71.7K -3,222 Closed
PMFA
214
Plante Moran Financial Advisors
Michigan
-$70.5K -3,214 Closed
ACM
215
Anfield Capital Management
California
-$24.8K -1,116 Closed
CSWM
216
Cassady Schiller Wealth Management
Ohio
-$24.7K -1,112 Closed
AIC
217
Archer Investment Corporation
Indiana
-$16.7K -750 Closed
BLC
218
Brown, Lisle/Cummings
Rhode Island
-$13.8K -620 Closed
FPF
219
First Pacific Financial
Washington
-$12.7K -572 Closed
UBS Group
220
UBS Group
Switzerland
-$7.3K -328 Closed
RP
221
Rice Partnership
Hawaii
-$7.21K -324 Closed
NCM
222
Northwest Capital Management
Oregon
-$6.36K -286 Closed
EWA
223
EverSource Wealth Advisors
Alabama
-$5.28K -244 Closed
PCMC
224
Planning Capital Management Corporation
Pennsylvania
-$4.45K -200 Closed
HFS
225
Hantz Financial Services
Michigan
-$3K -124 Closed