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Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 27

67% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $4.72B → $5.34B (+$626M)

11% more funds holding

Funds holding: 150167 (+17)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.75% less ownership

Funds ownership: 188.81%186.06% (-2.8%)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$4.86B +$275M +12,837,366 +6%
Charles Schwab
2
Charles Schwab
California
$242M +$12.5M +583,218 +6%
Bank of America
3
Bank of America
North Carolina
$21.8M +$800K +37,362 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$17.8M -$862K -40,244 -5%
BlackRock
5
BlackRock
New York
$15.9M +$6.59M +307,688 +77%
BFG
6
Bouchey Financial Group
New York
$15.4M +$14.6M +683,966 New
CWM
7
Campbell Wealth Management
Virginia
$14M +$214K +10,006 +2%
OAJ
8
Ogorek Anthony Joseph
New York
$13.3M +$4.11M +191,846 +48%
WFA
9
WestHill Financial Advisors
California
$10.5M -$157K -7,346 -2%
HGWM
10
Horst & Graben Wealth Management
Oregon
$6.25M +$659K +30,764 +12%
PWMG
11
Pinnacle Wealth Management Group
Michigan
$6.05M +$196K +9,164 +4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$5.88M +$1.28M +59,876 +30%
CST
13
Charles Schwab Trust
Nevada
$5.79M -$1.39M -64,744 -20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.28M +$4.98M +232,752 +11,466%
APW
15
Austin Private Wealth
Texas
$4.73M +$572K +26,728 +15%
SFA
16
Semmax Financial Advisors
North Carolina
$4.52M +$4.4M +205,354 +32,804%
FRA
17
FFG Retirement Advisors
Colorado
$3.84M +$1.44M +67,314 +65%
CAN
18
Cetera Advisor Networks
California
$3.53M +$133K +6,192 +4%
DF
19
DecisionPoint Financial
Arizona
$3.53M -$13K -606 -0.4%
ASN
20
Advisory Services Network
Georgia
$3.38M +$22K +1,028 +0.7%
Mariner
21
Mariner
Kansas
$3.31M +$2.05M +95,596 +186%
OWA
22
One Wealth Advisors
California
$3.17M +$186K +8,672 +7%
SFM
23
Signet Financial Management
New Jersey
$2.89M +$244K +11,380 +10%
KFS
24
Kaizen Financial Strategies
California
$2.83M +$150K +7,012 +6%
SB
25
Strategic Blueprint
Georgia
$2.67M +$1.31M +61,132 +106%