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Schwab 5-10 Year Corporate Bond ETF

54 hedge funds and large institutions have $192M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 17 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
11
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VST
26
Van Strum & Towne
California
$229K 5,305 +140 +3%
C1AG
27
Client 1st Advisory Group
Florida
$225K 5,225 -954 -15%
MHB
28
Midwest Heritage Bank
Iowa
$223K 5,176 -153 -3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$183K 4,256
CA
30
CoreCap Advisors
Michigan
$146K 3,382 -1,552 -31%
BSB
31
Bangor Savings Bank
Maine
$130K 3,017 -590 -16%
HI
32
Harbour Investments
Wisconsin
$129K 2,998 -793 -21%
RIA
33
Realta Investment Advisors
Delaware
$97K 2,250 +150 +7%
Osaic Holdings
34
Osaic Holdings
Arizona
$93K 2,151 -801 -27%
CWA
35
Clearview Wealth Advisors
Oregon
$80.7K 1,872 -6,162 -77%
HWMA
36
Heritage Wealth Management (Arizona)
Arizona
$70.3K 1,632 +816 +100%
MG
37
MilWealth Group
Wisconsin
$67.2K 1,559 +1,559 New
BAM
38
Belpointe Asset Management
Nevada
$55.6K 1,290 -1,778 -58%
WWP
39
WR Wealth Planners
Missouri
$36K 836 -199 -19%
AF
40
Advisornet Financial
Minnesota
$17.9K 415 -551 -57%
CFO
41
CVA Family Office
Colorado
$15.2K 352 +352 New
RG
42
Retirement Group
California
$14K 320 +90 +39%
BLC
43
Brown, Lisle/Cummings
Rhode Island
$13.4K 310
SPIA
44
Steward Partners Investment Advisory
New York
$13K 301 +301 New
NA
45
NewEdge Advisors
Louisiana
$12.8K 296 +296 New
IA
46
IFP Advisors
Florida
$11K 226 -1 -0.4%
AWM
47
Aspire Wealth Management
Massachusetts
$7.39K 172 +2 +1%
TFP
48
Tilia Fiduciary Partners
North Carolina
$5K 116 +116 New
NECFA
49
New England Capital Financial Advisors
Connecticut
$4.07K 91 +91 New
FA
50
Fortis Advisors
Pennsylvania
$3.25K 75