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Schwab 5-10 Year Corporate Bond ETF

150 hedge funds and large institutions have $4.72B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 22 closing their positions.

Holders
150
Holders Change
+52
Holders Change %
+53.06%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
75
Increased
45
Reduced
21
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MLA
51
My Legacy Advisors
Oregon
$793K 19,357 +19,357 New
AR
52
Apeiron RIA
Texas
$664K 15,732 +15,732 New
WA
53
WBH Advisory
Maryland
$636K 15,072 +3,292 +28%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$615K 14,571 -7,188 -33%
SFA
55
Sequoia Financial Advisors
Ohio
$573K 13,572 +13,572 New
PAS
56
Park Avenue Securities
New York
$565K 13,385 +13,385 New
Ameriprise
57
Ameriprise
Minnesota
$556K 13,169 +7,921 +151%
MFA
58
Mayflower Financial Advisors
Massachusetts
$553K 13,106 +13,106 New
PA
59
PFG Advisors
Arizona
$536K 12,690 +12,690 New
Morgan Stanley
60
Morgan Stanley
New York
$511K 12,103 +1,403 +13%
CFD
61
Creative Financial Designs
Indiana
$510K 12,091 +5,842 +93%
AWE
62
Avidian Wealth Enterprises
Texas
$494K 11,699 +11,699 New
C1AG
63
Client 1st Advisory Group
Florida
$483K 11,434 +11,434 New
AF
64
Advisornet Financial
Minnesota
$429K 10,176 +10,176 New
VA
65
Valmark Advisers
Ohio
$427K 10,128
Citadel Advisors
66
Citadel Advisors
Florida
$418K 9,915 -1,607 -14%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$409K 9,690 +3,027 +45%
Creative Planning
68
Creative Planning
Kansas
$401K 9,509 +9,509 New
VST
69
Van Strum & Towne
California
$393K 9,320 -315 -3%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$385K 9,122 +803 +10%
FA
71
FC Advisory
Pennsylvania
$368K 8,709 +661 +8%
Renaissance Technologies
72
Renaissance Technologies
New York
$359K 8,500 +8,500 New
MWM
73
Maripau Wealth Management
Indiana
$337K 7,975 +7,975 New
RI
74
Ridgewood Investments
New Jersey
$306K 7,250
LPL Financial
75
LPL Financial
California
$296K 7,011 +7,011 New