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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 %
VST
76
Van Strum & Towne
California
$711K 16,120 +1,058 +7%
Osaic Holdings
77
Osaic Holdings
Arizona
$685K 15,542 -6,207 -29%
CFD
78
Creative Financial Designs
Indiana
$661K 14,982 +401 +3%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$584K 13,238 +1,382 +12%
AGWCA
80
Annis Gardner Whiting Capital Advisors
Florida
$581K 13,174 +13,174 New
KAS
81
Kestra Advisory Services
Texas
$564K 13,909 +13,909 New
JF
82
Joule Financial
Kentucky
$552K 12,507
DC
83
Davenport & Co
Virginia
$542K 12,288 -488 -4%
EWA
84
EP Wealth Advisors
California
$494K 11,200 +3,487 +45%
C1AG
85
Client 1st Advisory Group
Florida
$490K 11,114 -1,153 -9%
HI
86
Harbour Investments
Wisconsin
$479K 10,859 -2,585 -19%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$473K 10,720 +4,293 +67%
WP
88
WealthPLAN Partners
Nebraska
$450K 10,205 -1,598 -14%
VA
89
Valmark Advisers
Ohio
$447K 10,128 -48 -0.5%
IIA
90
Integral Investment Advisors
California
$437K 9,877 -1,518 -13%
WA
91
Waverly Advisors
Alabama
$434K 9,835 +9,835 New
CKAIS
92
Christensen King & Associates Investment Services
Washington
$431K 9,762 +327 +3%
SFA
93
Sequoia Financial Advisors
Ohio
$423K 9,603 +1,688 +21%
OAJ
94
Ogorek Anthony Joseph
New York
$417K 9,464 -379,244 -98%
FA
95
FC Advisory
Pennsylvania
$386K 8,760 +18 +0.2%
WCM
96
WealthBridge Capital Management
Ohio
$374K 8,492 +1,850 +28%
SFS
97
Security Financial Services
Indiana
$371K 8,412 +1,296 +18%
EWM
98
Empirical Wealth Management
Washington
$370K 8,393 +2,030 +32%
PWM
99
Perigon Wealth Management
California
$354K 8,023 -8,875 -53%
TWM
100
Tradition Wealth Management
Minnesota
$334K 7,584 +57 +0.8%