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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 %
PCWA
101
Pacific Capital Wealth Advisors
California
$333K 7,559 +7,559 New
Morgan Stanley
102
Morgan Stanley
New York
$326K 7,401 +4,891 +195%
CAL
103
Capital Analysts LLC
Pennsylvania
$301K 6,828 +6,828 New
RFG
104
Range Financial Group
Oregon
$296K 6,716 +31 +0.5%
MA
105
MONECO Advisors
Connecticut
$290K 6,569 +12 +0.2%
BA
106
Bristlecone Advisors
Washington
$285K 6,456 -114 -2%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$282K 6,389 +2,328 +57%
MAS
108
Madden Advisory Services
Florida
$282K 6,387 +6,387 New
FC
109
FCA Corp
Texas
$281K 6,378 +6,378 New
CWA
110
Clearview Wealth Advisors
Oregon
$271K 6,154 -4,886 -44%
PP
111
Patten & Patten
Tennessee
$260K 5,891
AI
112
Atria Investments
North Carolina
$257K 5,838 +5,838 New
RIM
113
Rockbridge Investment Management
New York
$253K 5,733
Fidelity Investments
114
Fidelity Investments
Massachusetts
$249K 5,643 +1,721 +44%
RJT
115
Raymond James Trust
Florida
$248K 5,625 +5,625 New
PWM
116
Power Wealth Management
Georgia
$246K 5,581 +5,581 New
AF
117
Advisornet Financial
Minnesota
$237K 5,366 -1,011 -16%
CCG
118
Ceeto Capital Group
Florida
$221K 5,000 +5,000 New
GFA
119
Gallagher Fiduciary Advisors
Illinois
$220K 4,998 -163 -3%
KWM
120
Kingsview Wealth Management
Oregon
$214K 4,859 -332 -6%
MSS
121
Mitchell Sinkler & Starr
Pennsylvania
$212K 4,745 +900 +23%
Wells Fargo
122
Wells Fargo
California
$198K 4,481 +1,407 +46%
ANBT
123
American National Bank & Trust
Texas
$193K 4,373 +105 +2%
FFA
124
Farther Finance Advisors
California
$192K 4,400 +3,728 +555%
S
125
SignatureFD
Georgia
$137K 3,101 +1,331 +75%