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Schwab 5-10 Year Corporate Bond ETF

46 hedge funds and large institutions have $281M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
11
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
26
Harbour Investments
Wisconsin
$225K 4,347 -569 -12%
CFD
27
Creative Financial Designs
Indiana
$173K 3,348
CA
28
CoreCap Advisors
Michigan
$148K 2,868 +2,868 New
Bank of America
29
Bank of America
North Carolina
$107K 2,067 -1 -0%
AF
30
Advisornet Financial
Minnesota
$98K 1,899 -136 -7%
Wells Fargo
31
Wells Fargo
California
$83K 1,600 -641 -29%
Morgan Stanley
32
Morgan Stanley
New York
$68K 1,311
MG
33
MilWealth Group
Wisconsin
$58.5K 1,132 +1,132 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$55K 1,060 +1,060 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$26K 507 +507 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$25K 487
CWA
37
Clearview Wealth Advisors
Oregon
$22K 419 -19 -4%
UBS Group
38
UBS Group
Switzerland
$16K 309 +309 New
AWM
39
Aspire Wealth Management
Massachusetts
$13K 255 +255 New
IA
40
IFP Advisors
Florida
$5K 97 +64 +194%
FA
41
Fortis Advisors
Pennsylvania
$4K 73 -89 -55%
AWM
42
Avior Wealth Management
Nebraska
$4K 85
BIA
43
Bell Investment Advisors
California
$3K 57
RG
44
Retirement Group
California
$2K 40 +40 New
PFA
45
Professional Financial Advisors
Nebraska
$2K 45 +45 New
Citadel Advisors
46
Citadel Advisors
Florida
-32,207 Closed
AWM
47
AE Wealth Management
Kansas
-7,371 Closed
TFA
48
Teamwork Financial Advisors
Texas
-7,234 Closed
Creative Planning
49
Creative Planning
Kansas
-6,811 Closed
SB
50
Strategic Blueprint
Georgia
-5,650 Closed