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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 %
RJA
76
Raymond James & Associates
Florida
$290K 6,861 +6,861 New
HighTower Advisors
77
HighTower Advisors
Illinois
$289K 6,896 -1,043 -13%
CWA
78
Clearview Wealth Advisors
Oregon
$288K 6,815 +6,573 +2,716%
FWP
79
Firethorn Wealth Partners
Georgia
$284K 6,739 +6,739 New
NL
80
NWAM LLC
Washington
$281K 6,660 +6,660 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$276K 6,533 +6,533 New
BA
82
Bristlecone Advisors
Washington
$270K 6,406 +80 +1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$259K 6,130 +4,274 +230%
SPI
84
Sutton Place Investors
New York
$258K 6,109 +6,109 New
PCIA
85
Prime Capital Investment Advisors
Kansas
$252K 5,970 +161 +3%
Prudential Financial
86
Prudential Financial
New Jersey
$249K 5,891 +5,891 New
CA
87
Claro Advisors
Massachusetts
$245K 5,794 -1,945 -25%
LA
88
LexAurum Advisors
Kansas
$241K 5,707 +5,707 New
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$239K 5,668 +993 +21%
WHCI
90
W.H. Cornerstone Investments
Massachusetts
$236K 5,594 +5,594 New
WFC
91
Western Financial Corp
California
$235K 5,564 +5,564 New
RIM
92
Rockbridge Investment Management
New York
$229K 5,436 +18 +0.3%
T
93
TRUADVICE
Florida
$225K 5,343 +481 +10%
KWM
94
Kingsview Wealth Management
Oregon
$223K 5,273 -1,033 -16%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$222K 5,260 +5,260 New
GRP
96
Global Retirement Partners
California
$218K 5,249 +5,208 +12,702%
BBWP
97
Beacon Bridge Wealth Partners
Pennsylvania
$211K 5,001 +5,001 New
SPAS
98
Spectrum Planning & Advisory Services
California
$211K 4,992 +4,992 New
Fisher Asset Management
99
Fisher Asset Management
Washington
$210K 4,978 -3,125 -39%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$203K 4,820 -798 -14%