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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
RIG
1
RiverFront Investment Group
Virginia
$187M +$9.53M +420,274 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$172M +$2.19M +96,406 +1%
CWM
3
Campbell Wealth Management
Virginia
$102M +$100M +4,427,158 New
RJA
4
Raymond James & Associates
Florida
$51.8M +$6.41M +282,540 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.6M -$856K -37,760 -3%
Bank of America
6
Bank of America
North Carolina
$25.1M +$1.72M +76,062 +8%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$20.5M -$131K -5,800 -0.6%
SLWA
8
San Luis Wealth Advisors
California
$20.5M +$5.21M +229,824 +35%
BFG
9
Bouchey Financial Group
New York
$19.1M +$1.79M +78,892 +11%
RA
10
Rational Advisors
New York
$14.9M -$442K -19,494 -3%
WFA
11
WestHill Financial Advisors
California
$11.8M +$349K +15,378 +3%
CST
12
Charles Schwab Trust
Nevada
$11.3M +$4.67M +205,842 +72%
WWM
13
WT Wealth Management
Arizona
$10.1M +$20.2M +892,042 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$9.31M +$490K +21,632 +6%
GB
15
Gunma Bank
Japan
$7.62M +$2.49M +110,000 +50%
Ameriprise
16
Ameriprise
Minnesota
$7.04M +$788K +34,774 +13%
Stifel Financial
17
Stifel Financial
Missouri
$6.85M +$2.26M +99,572 +50%
JP Morgan Chase
18
JP Morgan Chase
New York
$6.8M +$937K +41,316 +16%
Truist Financial
19
Truist Financial
North Carolina
$6.71M +$91.2K +4,022 +1%
BRWA
20
B. Riley Wealth Advisors
Florida
$6.51M +$2.55M +112,552 +66%
SFA
21
Semmax Financial Advisors
North Carolina
$6.38M +$6.85M +302,046 +112%
KFS
22
Kaizen Financial Strategies
California
$6.31M +$275K +12,144 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$5.41M +$481K +21,204 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$3.99M +$122K +5,384 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.99M +$194K +8,574 +5%