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Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$26.5K 596 +38 +7%
MA
127
MCF Advisors
Kentucky
$26.2K 582
Wells Fargo
128
Wells Fargo
California
$23.6K 526 +526 New
BCPWM
129
Bradley & Co Private Wealth Management
Florida
$20.7K 460 +460 New
FAM
130
Family Asset Management
South Carolina
$20.6K 458 -3,136 -87%
SWC
131
Spectrum Wealth Counsel
Indiana
$20.5K 457 +457 New
IA
132
IFP Advisors
Florida
$19.3K 430 +265 +161%
UBS Group
133
UBS Group
Switzerland
$18.3K 408 -2,601 -86%
PS
134
Principal Securities
Iowa
$16.9K 376 +376 New
AA
135
Addison Advisors
Vermont
$15.6K 348 +334 +2,386%
RG
136
Retirement Group
California
$14.4K 320
GWM
137
Geneos Wealth Management
Colorado
$14.2K 315 +276 +708%
BLC
138
Brown, Lisle/Cummings
Rhode Island
$13.9K 310
TWM
139
Tradition Wealth Management
Minnesota
$12K 274 +134 +96%
LPP
140
Life Planning Partners
Florida
$11.7K 260 +260 New
EWA
141
EverSource Wealth Advisors
Alabama
$11.4K 254 +47 +23%
William Blair & Company
142
William Blair & Company
Illinois
$9.93K 221 +119 +117%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$9K 202 +59 +41%
CIAS
144
Capital Investment Advisory Services
North Carolina
$8.11K 180 +180 New
NRC
145
New Republic Capital
North Carolina
$7.78K 173 +173 New
CFGS
146
Concourse Financial Group Securities
Alabama
$7.33K 163 -20,736 -99%
NCM
147
Northwest Capital Management
Oregon
$6.43K 143
CPG
148
Cornerstone Planning Group
New Jersey
$6.02K 134 +134 New
EW
149
Element Wealth
Mississippi
$5.26K 117
KFS
150
Kelly Financial Services
Massachusetts
$5.02K 112 +2 +2%