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Schwab 5-10 Year Corporate Bond ETF

42 hedge funds and large institutions have $228M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 28 closing their positions.

Holders
42
Holders Change
-23
Holders Change %
-35.38%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
15
Reduced
21
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$309K 5,872 -18,744 -76%
PA
27
PFG Advisors
Arizona
$289K 5,494 +5,494 New
CFG
28
Cooper Financial Group
California
$265K 5,039 -190,098 -97%
HI
29
Harbour Investments
Wisconsin
$258K 4,907 -17,014 -78%
HWMA
30
Heritage Wealth Management (Arizona)
Arizona
$246K 4,682 +4,682 New
CFA
31
Cahill Financial Advisors
Minnesota
$236K 4,484 +4,484 New
RI
32
Ridgewood Investments
New Jersey
$231K 4,400 +4,400 New
5L
33
55I LLC
Massachusetts
$230K 4,377 -352,419 -99%
CFD
34
Creative Financial Designs
Indiana
$190K 3,614 -14,868 -80%
AF
35
Advisornet Financial
Minnesota
$164K 3,119 -35,350 -92%
Bank of America
36
Bank of America
North Carolina
$135K 2,574 +986 +62%
SFSIG
37
San Francisco Sentry Investment Group
California
$91K 1,725
Morgan Stanley
38
Morgan Stanley
New York
$69K 1,311 +636 +94%
AWM
39
Avior Wealth Management
Nebraska
$28K 541 +476 +732%
CWA
40
Clearview Wealth Advisors
Oregon
$23K 436 -65,024 -99%
IA
41
IFP Advisors
Florida
$12K 220 -2,086 -90%
FA
42
Fortis Advisors
Pennsylvania
$8K 161 -566 -78%
VFM
43
Vivid Financial Management
California
-132,514 Closed
APW
44
Austin Private Wealth
Texas
-69,177 Closed
SPAS
45
Spectrum Planning & Advisory Services
California
-56,310 Closed
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
-52,753 Closed
CF
47
Centaurus Financial
California
-42,919 Closed
OWA
48
One Wealth Advisors
California
-41,793 Closed
BAM
49
Belpointe Asset Management
Nevada
-29,259 Closed
T
50
TRUADVICE
Florida
-19,683 Closed