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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 Market Value Shares Shares
Change
Shares
Change %
VAS
151
Valicenti Advisory Services
New York
-59,135 Closed
VIA
152
Vident Investment Advisory
Georgia
-54,191 Closed
RCIM
153
Red Cedar Investment Management
Michigan
-20,436 Closed
OIA
154
OneDigital Investment Advisors
Kansas
-7,346 Closed
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
-6,140 Closed
WPC
156
Wedmont Private Capital
Pennsylvania
-5,666 Closed
NB
157
Nicolet Bankshares
Wisconsin
-5,610 Closed
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
-5,440 Closed
AP
159
Arlington Partners
Alabama
-3,998 Closed
BAAM
160
Baker Avenue Asset Management
California
-2,905 Closed
GGI
161
Godsey & Gibb Inc
Virginia
-1,260 Closed
CFO
162
CVA Family Office
Colorado
-1,107 Closed
RIA
163
Realta Investment Advisors
Delaware
-500 Closed
NC
164
NewSquare Capital
Pennsylvania
-350 Closed
GI
165
Gradient Investments
Minnesota
-337 Closed
FWP
166
FAS Wealth Partners
Kansas
-166 Closed
EWP
167
Elevation Wealth Partners
California
-124 Closed
TFP
168
Tilia Fiduciary Partners
North Carolina
-116 Closed
Wells Fargo
169
Wells Fargo
California
-98 Closed
PO
170
Private Ocean
California
-90 Closed
HWA
171
HHM Wealth Advisors
Tennessee
-74 Closed
AC
172
AlphaCore Capital
California
-59 Closed
ICM
173
Intrepid Capital Management
Florida