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Schwab 5-10 Year Corporate Bond ETF

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFA
51
Source Financial Advisors
New York
$1.41M 60,932 -5,408 -8%
GM
52
GeoWealth Management
Illinois
$1.41M 60,932 -5,408 -8%
CI
53
CacheTech Inc
Utah
$1.35M 58,508 +34 +0.1%
AWM
54
Adams Wealth Management
Utah
$1.35M 58,508 +34 +0.1%
Creative Planning
55
Creative Planning
Kansas
$1.31M 56,908 -8,346 -13%
ACM
56
Advisors Capital Management
New Jersey
$1.31M 56,816 +2,010 +4%
AFO
57
Arrowroot Family Office
California
$1.29M 56,008 +10,708 +24%
Jane Street
58
Jane Street
New York
$1.26M 54,730 -135,188 -71%
AssetMark Inc
59
AssetMark Inc
California
$1.23M 53,160 +52,572 +8,941%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.2M 51,860 -2,084 -4%
MAS
61
Madden Advisory Services
Florida
$1.18M 51,176 +38,402 +301%
CA
62
CoreCap Advisors
Michigan
$1.12M 48,686 +48,686 New
PC
63
Prairiewood Capital
North Dakota
$1.1M 47,762 +5,970 +14%
CWM
64
CIBC World Markets
New York
$1.07M 46,570 -8,256 -15%
CCAM
65
Cascades Capital Asset Management
North Carolina
$954K 41,340 +41,340 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$941K 40,764 +4,676 +13%
BCI
67
Brinker Capital Investments
Pennsylvania
$928K 40,208 +5,506 +16%
OPS
68
Orion Portfolio Solutions
Nebraska
$928K 40,208 +5,506 +16%
Osaic Holdings
69
Osaic Holdings
Arizona
$864K 37,440 +6,356 +20%
PFA
70
Pinnacle Family Advisors
Missouri
$854K 37,006 +4,710 +15%
Morgan Stanley
71
Morgan Stanley
New York
$848K 36,740 +21,938 +148%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$832K 36,046 +36,046 New
PCWA
73
Pacific Capital Wealth Advisors
California
$826K 35,796 +20,678 +137%
AWS
74
Atria Wealth Solutions
New York
$817K 35,406 +35,406 New
AI
75
Atria Investments
North Carolina
$817K 35,398 +23,722 +203%