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Schwab 5-10 Year Corporate Bond ETF

42 hedge funds and large institutions have $228M invested in Schwab 5-10 Year Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 28 closing their positions.

Holders
42
Holders Change
-23
Holders Change %
-35.38%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
15
Reduced
21
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
51
Firethorn Wealth Partners
Georgia
-17,391 Closed
CAS
52
Cascadia Advisory Services
Oregon
-13,322 Closed
RFG
53
Range Financial Group
Oregon
-12,683 Closed
NL
54
NWAM LLC
Washington
-12,572 Closed
TCA
55
Transcend Capital Advisors
New Jersey
-12,201 Closed
BTWM
56
Baker Tilly Wealth Management
Wisconsin
-10,895 Closed
WFC
57
Western Financial Corp
California
-8,918 Closed
WP
58
WealthPLAN Partners
Nebraska
-8,065 Closed
PFA
59
Pinnacle Family Advisors
Missouri
-7,806 Closed
IWS
60
Insight Wealth Strategies
California
-7,521 Closed
BFA
61
Beacon Financial Advisory
Ohio
-5,802 Closed
WP
62
WealthSource Partners
California
-4,800 Closed
AFP
63
Ausdal Financial Partners
Iowa
-4,725 Closed
IWC
64
Integrated Wealth Concepts
Massachusetts
-4,305 Closed
UBS Group
65
UBS Group
Switzerland
-3,155 Closed
SFS
66
Sowell Financial Services
Arkansas
-1,625 Closed
SL
67
Savior LLC
Massachusetts
-1,228 Closed
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
-260 Closed
APWA
69
Atlas Private Wealth Advisors
New Jersey
-169 Closed
AssetMark Inc
70
AssetMark Inc
California
-66 Closed
CFGS
71
Concourse Financial Group Securities
Alabama