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Schwab 5-10 Year Corporate Bond ETF

41 hedge funds and large institutions have $253M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
13
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$106K -$181K -7,558 -63%
WWP
27
WR Wealth Planners
Missouri
$84.2K +$84.2K +3,520 New
Wells Fargo
28
Wells Fargo
California
$71K -$5.81K -242 -8%
HWMA
29
Heritage Wealth Management (Arizona)
Arizona
$70K +$70K +2,946 New
Morgan Stanley
30
Morgan Stanley
New York
$63K
AF
31
Advisornet Financial
Minnesota
$59K -$31.2K -1,314 -35%
UBS Group
32
UBS Group
Switzerland
$38K +$23.1K +962 +156%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$37K +$12.9K +544 +54%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$23K
RG
35
Retirement Group
California
$13K +$11.1K +460 +575%
AWM
36
Aspire Wealth Management
Massachusetts
$12K +$47 +2 +0.4%
IA
37
IFP Advisors
Florida
$12K +$6.9K +262 +135%
HFS
38
Hantz Financial Services
Michigan
$10K +$10K +404 New
CWA
39
Clearview Wealth Advisors
Oregon
$9K -$10.8K -458 -55%
FA
40
Fortis Advisors
Pennsylvania
$4K
AWM
41
Avior Wealth Management
Nebraska
$3K -$228 -12 -7%
FCA
42
FLC Capital Advisors
California
-$762K -29,504 Closed
MA
43
Mutual Advisors
Nebraska
-$422K -16,346 Closed
LPL Financial
44
LPL Financial
California
-$360K -13,920 Closed
T
45
TNF
Montana
-$323K -12,740 Closed
PA
46
PFG Advisors
Arizona
-$258K -9,980 Closed
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
-$249K -9,636 Closed
CA
48
CoreCap Advisors
Michigan
-$148K -5,736 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
-$55K -2,120 Closed
PFA
50
Professional Financial Advisors
Nebraska
-$2K -90 Closed