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Schwab 5-10 Year Corporate Bond ETF

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 43

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

2% more funds holding

Funds holding: 187190 (+3)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

86% less capital invested

Capital invested by funds: $5.97B → $861M (-$5.11B)

157.59% less ownership

Funds ownership: 181.26%23.67% (-158%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
PFG Advisors
Arizona
-$829K -37,600 Closed
AGWCA
202
Annis Gardner Whiting Capital Advisors
Florida
-$581K -26,348 Closed
EWM
203
Empirical Wealth Management
Washington
-$370K -16,786 Closed
EWA
204
Emergent Wealth Advisors
New York
-$354K -16,076 Closed
RFG
205
Range Financial Group
Oregon
-$296K -13,432 Closed
FC
206
FCA Corp
Texas
-$281K -12,756 Closed
PWM
207
Power Wealth Management
Georgia
-$246K -11,162 Closed
GFA
208
Gallagher Fiduciary Advisors
Illinois
-$220K -9,996 Closed
CSWG
209
Cardinal Strategic Wealth Guidance
Kentucky
-$44.5K -2,016 Closed
VCM
210
Versant Capital Management
Arizona
-$44.1K -2,000 Closed
TWP
211
Triad Wealth Partners
Kansas
-$24.8K -1,126 Closed
ATPW
212
Ashton Thomas Private Wealth
Arizona
-$16.6K -752 Closed
IAIM
213
International Assets Investment Management
Florida
-$16.2K -734 Closed
BIA
214
Bell Investment Advisors
California
-$9.97K -452 Closed
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
-$7.79K -350 Closed
SP
216
SWS Partners
Ohio
-$5.47K -248 Closed
GI
217
Gradient Investments
Minnesota
-$4.89K -222 Closed
DF
218
Dunhill Financial
United Kingdom
-$4.06K -184 Closed
CA
219
Continuum Advisory
Idaho
-$3.62K -164 Closed
SSB
220
Sandy Spring Bank
Maryland
-$1.28K -58 Closed
PGAM
221
Princeton Global Asset Management
New Jersey
-$794 -36 Closed
GWP
222
Gen-Wealth Partners
Michigan
-$132 -6 Closed