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Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$863K 19,210 +7,119 +59%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$844K 18,783 -181,041 -91%
KV
53
Kickstand Ventures
New York
$788K 17,529 -30,938 -64%
Citadel Advisors
54
Citadel Advisors
Florida
$770K 17,123 +7,208 +73%
AWM
55
Adams Wealth Management
Utah
$738K 16,421 -6,245 -28%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$737K 16,393 +1,822 +13%
AR
57
Apeiron RIA
Texas
$736K 16,379 +647 +4%
AF
58
Advisornet Financial
Minnesota
$696K 15,495 +5,319 +52%
Renaissance Technologies
59
Renaissance Technologies
New York
$661K 14,700 +6,200 +73%
BCI
60
Brinker Capital Investments
Pennsylvania
$653K 14,660 +14,660 New
OPS
61
Orion Portfolio Solutions
Nebraska
$653K 14,660 +14,660 New
LPL Financial
62
LPL Financial
California
$636K 14,148 +7,137 +102%
Ameriprise
63
Ameriprise
Minnesota
$613K 13,644 +475 +4%
Creative Planning
64
Creative Planning
Kansas
$607K 13,502 +3,993 +42%
VST
65
Van Strum & Towne
California
$584K 12,947 +3,627 +39%
JF
66
Joule Financial
Kentucky
$562K 12,507 +12,507 New
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$539K 11,999 +11,999 New
AFO
68
Arrowroot Family Office
California
$536K 11,935 +11,935 New
AWE
69
Avidian Wealth Enterprises
Texas
$531K 11,812 +113 +1%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$527K 11,719 -295,652 -96%
IWC
71
Integrated Wealth Concepts
Massachusetts
$522K 11,610 +5,077 +78%
BONH
72
Bank of New Hampshire
New Hampshire
$508K 11,302 +11,302 New
C1AG
73
Client 1st Advisory Group
Florida
$499K 11,112 -322 -3%
OMC
74
Old Mission Capital
Illinois
$499K 11,094 -47,901 -81%
MW
75
Maia Wealth
Colorado
$479K 10,657 +10,657 New