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Schwab 5-10 Year Corporate Bond ETF

52 hedge funds and large institutions have $4.84B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.83%
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
15
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$175K 3,909 +3,909 New
HI
27
Harbour Investments
Wisconsin
$136K 3,055 +57 +2%
BSB
28
Bangor Savings Bank
Maine
$124K 2,780 -237 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$89.2K 1,998 -153 -7%
MG
30
MilWealth Group
Wisconsin
$69.6K 1,559
BAM
31
Belpointe Asset Management
Nevada
$56.4K 1,263 -27 -2%
WWP
32
WR Wealth Planners
Missouri
$37.3K 836
SPIA
33
Steward Partners Investment Advisory
New York
$17.7K 396 +95 +32%
CFO
34
CVA Family Office
Colorado
$15.8K 354 +2 +0.6%
RG
35
Retirement Group
California
$14K 320
BLC
36
Brown, Lisle/Cummings
Rhode Island
$13.8K 310
IA
37
IFP Advisors
Florida
$11.3K 226
CWA
38
Clearview Wealth Advisors
Oregon
$10.7K 240 -1,632 -87%
WP
39
WealthPLAN Partners
Nebraska
$8.84K 198 +198 New
TFP
40
Tilia Fiduciary Partners
North Carolina
$5.18K 116
NECFA
41
New England Capital Financial Advisors
Connecticut
$4.06K 91
FA
42
Fortis Advisors
Pennsylvania
$3.39K 76 +1 +1%
FMP
43
Financial Management Professionals
Texas
$3K 63 +63 New
EI
44
Ellevest Inc
New York
$1.83K 41 +41 New
First Manhattan
45
First Manhattan
New York
$1.79K 40
Morgan Stanley
46
Morgan Stanley
New York
$1.56K 35 -13,627 -100%
S
47
SignatureFD
Georgia
$1.12K 25 +25 New
GWSA
48
Global Wealth Strategies & Associates
Colorado
$1.03K 23 +23 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$921 20,649 -4,721 -19%
AWM
50
Avior Wealth Management
Nebraska
$803 18