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Schwab 5-10 Year Corporate Bond ETF

98 hedge funds and large institutions have $4.91B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+46
Holders Change %
+88.46%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
26
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$896K 20,338 +20,338 New
ACM
27
Advisors Capital Management
New Jersey
$759K 17,237 +17,237 New
CFGS
28
Concourse Financial Group Securities
Alabama
$713K 16,193 +16,193 New
Bank of America
29
Bank of America
North Carolina
$591K 13,426 +2,736 +26%
WA
30
WBH Advisory
Maryland
$519K 11,780 +11,780 New
Citadel Advisors
31
Citadel Advisors
Florida
$508K 11,522 +11,522 New
Mariner
32
Mariner
Kansas
$487K 11,054 +11,054 New
Morgan Stanley
33
Morgan Stanley
New York
$471K 10,700 +10,665 +30,471%
VA
34
Valmark Advisers
Ohio
$446K 10,128 +5,531 +120%
VST
35
Van Strum & Towne
California
$424K 9,635 +4,005 +71%
WP
36
WealthPLAN Partners
Nebraska
$416K 9,442 +9,244 +4,669%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$366K 8,319 +8,319 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$357K 8,103 +8,103 New
FA
39
FC Advisory
Pennsylvania
$355K 8,048 +6 +0.1%
HighTower Advisors
40
HighTower Advisors
Illinois
$349K 7,939 +7,939 New
CA
41
Claro Advisors
Massachusetts
$341K 7,739 +7,739 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$326K 7,391 +7,391 New
OIA
43
OneDigital Investment Advisors
Kansas
$324K 7,346 -195 -3%
TF
44
TimeScale Financial
Massachusetts
$324K 7,346 -163 -2%
RI
45
Ridgewood Investments
New Jersey
$319K 7,250
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$294K 6,663 -473 -7%
HI
47
Harbour Investments
Wisconsin
$290K 6,582 +3,527 +115%
BA
48
Bristlecone Advisors
Washington
$279K 6,326 +1,666 +36%
KWM
49
Kingsview Wealth Management
Oregon
$278K 6,306 -1,827 -22%
CFD
50
Creative Financial Designs
Indiana
$275K 6,249 +922 +17%