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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 %
MSR
101
Main Street Research
Connecticut
$410K 17,758 +17,758 New
FA
102
FC Advisory
Pennsylvania
$405K 17,556 +36 +0.2%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$400K 17,350 +6,064 +54%
CFD
104
Creative Financial Designs
Indiana
$396K 17,168 -12,796 -43%
PWM
105
Perigon Wealth Management
California
$377K 16,320 +274 +2%
BTI
106
Blue Trust Inc
Georgia
$371K 16,848 +16,372 +3,439%
SWM
107
Selective Wealth Management
Virginia
$354K 15,558 +15,558 New
TWM
108
Tradition Wealth Management
Minnesota
$350K 15,168
SFS
109
Security Financial Services
Indiana
$347K 15,016 -1,808 -11%
Goldman Sachs
110
Goldman Sachs
New York
$343K 14,866 +14,866 New
MA
111
MONECO Advisors
Connecticut
$305K 13,202 +64 +0.5%
BA
112
Bristlecone Advisors
Washington
$294K 12,742 -170 -1%
AAS
113
Asset Allocation Strategies
Michigan
$290K 12,556 +12,556 New
PP
114
Patten & Patten
Tennessee
$270K 11,708 -74 -0.6%
RIM
115
Rockbridge Investment Management
New York
$265K 11,466
WANY
116
Wealthspire Advisors (New York)
New York
$262K 11,340 +11,340 New
Wells Fargo
117
Wells Fargo
California
$259K 11,232 +2,270 +25%
Corient Private Wealth
118
Corient Private Wealth
Florida
$257K 11,156 +11,156 New
MSS
119
Mitchell Sinkler & Starr
Pennsylvania
$256K 11,090 +1,600 +17%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$248K 10,732 -2,046 -16%
AF
121
Advisornet Financial
Minnesota
$246K 10,676 -56 -0.5%
ANBT
122
American National Bank & Trust
Texas
$217K 9,400 +654 +7%
RJT
123
Raymond James Trust
Florida
$213K 9,238 -2,012 -18%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$207K 8,976 +8,202 +1,060%
CWA
125
Clearview Wealth Advisors
Oregon
$207K 8,966 -3,342 -27%