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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SSWM
126
Smith Salley Wealth Management
North Carolina
$206K +$206K +8,926 New
JLBC
127
J.L. Bainbridge & Co
Florida
$201K +$201K +8,694 New
Citigroup
128
Citigroup
New York
$162K +$22K +952 +16%
LFG
129
Larson Financial Group
Missouri
$141K +$73.8K +3,198 +109%
NA
130
NewEdge Advisors
Louisiana
$118K -$369 -16 -0.3%
1IA
131
1620 Investment Advisors
Massachusetts
$110K
S
132
SignatureFD
Georgia
$105K -$38.1K -1,650 -27%
PS
133
Principal Securities
Iowa
$102K +$67.2K +2,912 +191%
AC
134
AlphaCore Capital
California
$92.4K +$91.4K +3,958 +8,995%
AF
135
Allworth Financial
California
$88.4K +$77.3K +3,350 +695%
MG
136
MilWealth Group
Wisconsin
$72K
ACA
137
Aptus Capital Advisors
Alabama
$63.7K +$23K +1,992 +56%
HIA
138
Harbor Investment Advisory
Maryland
$55.1K
CFO
139
CVA Family Office
Colorado
$52.2K +$231 +10 +0.4%
CP
140
Castleview Partners
Texas
$44.3K +$44.3K +1,918 New
BSB
141
Bangor Savings Bank
Maine
$38.8K -$7.62K -330 -16%
SFC
142
SYM Financial Corp
Indiana
$31.9K
MA
143
MCF Advisors
Kentucky
$31.3K +$4.43K +192 +16%
AIC
144
Archer Investment Corporation
Indiana
$29.3K +$29.3K +1,268 New
TC
145
Truvestments Capital
Florida
$28.9K +$28.9K +1,252 New
GRP
146
Global Retirement Partners
California
$27.5K +$4.2K +182 +18%
EWP
147
Elevation Wealth Partners
California
$25.8K
GGI
148
Godsey & Gibb Inc
Virginia
$24.5K +$24.5K +1,062 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$24K +$24K +1,040 New
IHWM
150
Iron Horse Wealth Management
Iowa
$22.4K