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Schwab 5-10 Year Corporate Bond ETF

57 hedge funds and large institutions have $297M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
16
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RG
51
Retirement Group
California
$10K 230 -40 -15%
BlackRock
52
BlackRock
New York
$10K 235 +235 New
AWM
53
Aspire Wealth Management
Massachusetts
$7K 170 +1 +0.6%
FA
54
Fortis Advisors
Pennsylvania
$3K 75 +1 +1%
SWM
55
Spire Wealth Management
Virginia
$3K 72 +72 New
AWM
56
Avior Wealth Management
Nebraska
$1K 42 -13 -24%
First Manhattan
57
First Manhattan
New York
$1K 40 +40 New
Citadel Advisors
58
Citadel Advisors
Florida
-44,710 Closed
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
-30,841 Closed
MSFS
60
Main Street Financial Solutions
Pennsylvania
-20,083 Closed
NB
61
Nicolet Bankshares
Wisconsin
-6,020 Closed
UCFA
62
United Capital Financial Advisors
Texas
-5,203 Closed
SCA
63
Spearhead Capital Advisors
Florida
-4,674 Closed
IAN
64
Integrated Advisors Network
Texas
-4,497 Closed
MG
65
MilWealth Group
Wisconsin
-3,968 Closed
CTC
66
Central Trust Company
Missouri
-798 Closed
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
-487 Closed
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
-267 Closed
BA
69
Ballast Advisors
Minnesota
-224 Closed
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
-4 Closed
CFGS
71
Concourse Financial Group Securities
Alabama