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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 %
RIL
151
Rothschild Investment LLC
Illinois
$4.99K 111 +111 New
PCMC
152
Planning Capital Management Corporation
Pennsylvania
$4.49K 100 +100 New
SS
153
Sunbelt Securities
Texas
$3.01K 67
FMP
154
Financial Management Professionals
Texas
$3K 66 +1 +2%
OLVIG
155
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K 61 -314 -84%
SA
156
Scarborough Advisors
Maryland
$2.53K 56 +56 New
IPW
157
Impact Partnership Wealth
Georgia
$2.47K 55 -123 -69%
M
158
MOTCO
Texas
$2.43K 54 +54 New
AW
159
Avion Wealth
Texas
$2K 34
SMA
160
Sage Mountain Advisors
Georgia
$1.75K 39
LFA
161
LGT Financial Advisors
Texas
$1.68K 37 +37 New
WWM
162
Wagner Wealth Management
South Carolina
$1.44K 32 +5 +19%
NP
163
NorthRock Partners
Minnesota
$1.39K 31 +31 New
S
164
SignatureFD
Georgia
$1.26K 28
MFT
165
Moisand Fitzgerald Tamayo
Florida
$944 21 +21 New
AEPWM
166
Atlantic Edge Private Wealth Management
Florida
$90 2 +2 New
CP
167
Castleview Partners
Texas
$45 1
Jane Street
168
Jane Street
New York
-239,735 Closed
MML Investors Services
169
MML Investors Services
Massachusetts
-47,181 Closed
AWM
170
AE Wealth Management
Kansas
-31,513 Closed
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
-22,360 Closed
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
-21,929 Closed
SWA
173
Stratos Wealth Advisors
Ohio
-19,172 Closed
WA
174
WBH Advisory
Maryland
-15,072 Closed
PAS
175
Park Avenue Securities
New York
-13,385 Closed