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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
CSIA
1
Charles Schwab Investment Advisory
California
$4.95B +$136M +6,138,890 +3%
Charles Schwab
2
Charles Schwab
California
$241M +$637K +28,686 +0.3%
RIG
3
RiverFront Investment Group
Virginia
$172M +$172M +7,727,784 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$147M +$146M +6,557,590 +17,456%
CWM
5
Campbell Wealth Management
Virginia
$92.7M +$78.7M +3,545,586 +570%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$35.1M +$29.9M +1,345,032 +573%
RJA
7
Raymond James & Associates
Florida
$34.1M +$34.1M +1,534,906 New
Bank of America
8
Bank of America
North Carolina
$22.9M +$1.29M +58,036 +6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$21.4M +$21.1M +949,630 +8,657%
OAJ
10
Ogorek Anthony Joseph
New York
$17.3M +$4.15M +186,702 +32%
BFG
11
Bouchey Financial Group
New York
$16.1M +$879K +39,572 +6%
RA
12
Rational Advisors
New York
$15.7M +$15.7M +705,894 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$14M +$14M +628,660 New
WFA
14
WestHill Financial Advisors
California
$10.9M +$526K +23,706 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$8.33M -$9.27M -417,290 -53%
CST
16
Charles Schwab Trust
Nevada
$7.9M +$2.17M +97,726 +38%
Jane Street
17
Jane Street
New York
$7.76M +$7.75M +348,906 New
Truist Financial
18
Truist Financial
North Carolina
$7.2M +$7.19M +323,636 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.15M +$1.32M +59,604 +23%
BlackRock
20
BlackRock
New York
$6.51M -$9.23M -415,498 -59%
MFG
21
Marmo Financial Group
Tennessee
$6.24M +$6.23M +280,492 New
Ameriprise
22
Ameriprise
Minnesota
$5.53M +$4.92M +221,382 +811%
SFA
23
Semmax Financial Advisors
North Carolina
$5.32M +$828K +37,288 +18%
Stifel Financial
24
Stifel Financial
Missouri
$4.54M +$3M +134,952 +196%
KFS
25
Kaizen Financial Strategies
California
$4.35M +$1.55M +69,630 +55%