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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 %
HR
101
Howe & Rusling
New York
$156K 3,694 +3,694 New
FAM
102
Family Asset Management
South Carolina
$152K 3,594 +428 +14%
UBS Group
103
UBS Group
Switzerland
$127K 3,009 -1,206 -29%
EWA
104
EP Wealth Advisors
California
$126K 2,992 +2,992 New
BSB
105
Bangor Savings Bank
Maine
$113K 2,689 -14 -0.5%
MG
106
MilWealth Group
Wisconsin
$88.5K 2,097 +538 +35%
AWM
107
Aspire Wealth Management
Massachusetts
$67.8K 1,608 +1,605 +53,500%
RFA
108
Resurgent Financial Advisors
Georgia
$52K 1,232 +1,232 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$43K 1,015 +844 +494%
FFA
110
Farther Finance Advisors
California
$31.1K 736 +736 New
LFG
111
Larson Financial Group
Missouri
$30.3K 717 +717 New
CCM
112
Chilton Capital Management
Texas
$29.2K 692 +692 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$27.4K 649 -6,742 -91%
TCA
114
Trifecta Capital Advisors
Illinois
$25.3K 600 +600 New
MA
115
MCF Advisors
Kentucky
$24.6K 582 +582 New
SWM
116
Spire Wealth Management
Virginia
$23.5K 558 +558 New
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.1K 453 +345 +319%
Citigroup
118
Citigroup
New York
$16.6K 393 +190 +94%
OLVIG
119
Oliver Lagore Vanvalin Investment Group
Michigan
$15.8K 375 +375 New
AAP
120
Arax Advisory Partners
Colorado
$13.9K 330 +330 New
RG
121
Retirement Group
California
$13.5K 320
SFA
122
Semmax Financial Advisors
North Carolina
$13.2K 313 +313 New
BLC
123
Brown, Lisle/Cummings
Rhode Island
$13.1K 310
WWP
124
WR Wealth Planners
Missouri
$11.9K 282 -50 -15%
ANBT
125
American National Bank & Trust
Texas
$10.3K 245 +85 +53%