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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$270K 6,140 +6,140 New
PCIA
52
Prime Capital Investment Advisors
Kansas
$256K 5,809 +5,809 New
WPC
53
Wedmont Private Capital
Pennsylvania
$249K 5,666 +40 +0.7%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$247K 5,618 +5,618 New
NB
55
Nicolet Bankshares
Wisconsin
$247K 5,610 +5,610 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$240K 5,440 +5,440 New
RIM
57
Rockbridge Investment Management
New York
$239K 5,418 +12 +0.2%
Ameriprise
58
Ameriprise
Minnesota
$231K 5,248 +5,248 New
T
59
TRUADVICE
Florida
$211K 4,862 +4,862 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$206K 4,678 +4,678 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$206K 4,675 +4,675 New
UBS Group
62
UBS Group
Switzerland
$186K 4,215 +4,215 New
AP
63
Arlington Partners
Alabama
$176K 3,998 +3,998 New
FAM
64
Family Asset Management
South Carolina
$139K 3,166 +3,166 New
BAAM
65
Baker Avenue Asset Management
California
$128K 2,905 +2,905 New
BSB
66
Bangor Savings Bank
Maine
$119K 2,703 -77 -3%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$81.8K 1,856 +1,856 New
MG
68
MilWealth Group
Wisconsin
$68.7K 1,559
GGI
69
Godsey & Gibb Inc
Virginia
$55.5K 1,260 +1,260 New
CFO
70
CVA Family Office
Colorado
$48.8K 1,107 +753 +213%
ICM
71
Intrepid Capital Management
Florida
RIA
72
Realta Investment Advisors
Delaware
$22K 500 +500 New
IA
73
IFP Advisors
Florida
$18.5K 421 +195 +86%
NC
74
NewSquare Capital
Pennsylvania
$15.4K 350 +350 New
GI
75
Gradient Investments
Minnesota
$14.8K 337 +337 New