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Schwab 5-10 Year Corporate Bond ETF

186 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 39 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
49
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
51
Vanguard Group
Pennsylvania
$1.48M 33,575 -25 -0.1%
GM
52
GeoWealth Management
Illinois
$1.46M 33,170 -1,170 -3%
SFA
53
Source Financial Advisors
New York
$1.46M 33,170 -1,170 -3%
TW
54
Transform Wealth
Colorado
$1.46M 33,130 +2,305 +7%
Creative Planning
55
Creative Planning
Kansas
$1.44M 32,627 +16,439 +102%
NAM
56
NorthCrest Asset Manangement
Minnesota
$1.29M 29,243 +391 +1%
AWM
57
Adams Wealth Management
Utah
$1.29M 29,237 +10,998 +60%
CI
58
CacheTech Inc
Utah
$1.29M 29,237 +29,237 New
HighTower Advisors
59
HighTower Advisors
Illinois
$1.27M 28,807 +19,891 +223%
Cerity Partners
60
Cerity Partners
New York
$1.21M 27,492 -1,962 -7%
CWM
61
CIBC World Markets
New York
$1.21M 27,413 +471 +2%
ACM
62
Advisors Capital Management
New Jersey
$1.21M 27,403 +2,916 +12%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$1.2M 26,972 +26,972 New
Renaissance Technologies
64
Renaissance Technologies
New York
$1.01M 22,900 +4,804 +27%
AFO
65
Arrowroot Family Office
California
$999K 22,650 +6,889 +44%
GC
66
Gratus Capital
Georgia
$971K 22,029 +1,168 +6%
SA
67
Sanctuary Advisors
Indiana
$966K 22,291 +22,291 New
PC
68
Prairiewood Capital
North Dakota
$922K 20,896 +4,749 +29%
PA
69
PFG Advisors
Arizona
$829K 18,800 -3,523 -16%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$801K 18,152 +11,890 +190%
WS
71
Wedbush Securities
California
$797K 18,072 +975 +6%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$796K 18,044 +6,740 +60%
BCI
73
Brinker Capital Investments
Pennsylvania
$765K 17,351 +2,391 +16%
OPS
74
Orion Portfolio Solutions
Nebraska
$765K 17,351 +2,391 +16%
PFA
75
Pinnacle Family Advisors
Missouri
$712K 16,148 +16,148 New