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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 Holding Trade Value Shares
Change
Shares
Change %
EWA
126
EverSource Wealth Advisors
Alabama
$8.74K +$8.74K +414 New
IPW
127
Impact Partnership Wealth
Georgia
$7.51K +$7.51K +356 New
IA
128
IFP Advisors
Florida
$6.96K -$10.8K -512 -61%
CSPIA
129
Cary Street Partners Investment Advisory
Virginia
$6.54K +$6.54K +310 New
NCM
130
Northwest Capital Management
Oregon
$6.04K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$6K
ADL
132
Asset Dedication LLC
California
$6K +$6K +272 New
TWM
133
Tradition Wealth Management
Minnesota
$6K +$6K +280 New
EW
134
Element Wealth
Mississippi
$4.94K +$4.94K +234 New
KFS
135
Kelly Financial Services
Massachusetts
$4.64K +$4.64K +220 New
William Blair & Company
136
William Blair & Company
Illinois
$4.3K +$4.3K +204 New
FMP
137
Financial Management Professionals
Texas
$3K +$92 +4 +3%
SS
138
Sunbelt Securities
Texas
$2.83K +$2.83K +134 New
NA
139
NewEdge Advisors
Louisiana
$2.53K +$2.53K +120 New
CCMI
140
Creative Capital Management Investments
California
$2.19K +$2.19K +104 New
GWM
141
Geneos Wealth Management
Colorado
$1.65K
SMA
142
Sage Mountain Advisors
Georgia
$1.65K
S
143
SignatureFD
Georgia
$1.18K +$127 +6 +12%
MIM
144
Macroview Investment Management
Maryland
$1.14K +$1.14K +54 New
WWM
145
Wagner Wealth Management
South Carolina
$1.14K +$970 +46 +575%
AssetMark Inc
146
AssetMark Inc
California
$1.1K +$1.1K +52 New
FCAS
147
First Command Advisory Services
Texas
$1.06K +$1.06K +50 New
AW
148
Avion Wealth
Texas
$1K +$1K +68 New
AA
149
Addison Advisors
Vermont
$591 +$591 +28 New
CP
150
Castleview Partners
Texas
$42 +$42 +2 New