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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 %
SWC
151
Spectrum Wealth Counsel
Indiana
$21.1K
FFA
152
Farther Finance Advisors
California
$20.6K -$183K -7,906 -90%
RP
153
Rice Partnership
Hawaii
$19.8K +$19.8K +858 New
JIP
154
Jaffetilchin Investment Partners
Florida
$19.7K +$19.7K +854 New
AAG
155
Armstrong Advisory Group
Massachusetts
$18.8K +$18.8K +816 New
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$18.3K -$277 -12 -1%
MAM
157
Marquette Asset Management
Minnesota
$18.1K +$18.1K +786 New
FAM
158
Family Asset Management
South Carolina
$17.1K
TAM
159
Tucker Asset Management
Colorado
$16.5K +$15.3K +660 +1,179%
GCM
160
Gables Capital Management
Florida
$15.9K +$15.9K +1,378 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$15.5K +$15.5K +672 New
NIC
162
Northwest Investment Counselors
Oregon
$13K +$13K +562 New
HCP
163
Hexagon Capital Partners
Arkansas
$12.5K
PS
164
Planned Solutions
California
$10.8K +$10.8K +468 New
SWM
165
Spire Wealth Management
Virginia
$10.6K -$12K -522 -53%
PBK
166
Peoples Bank (Kansas)
Kansas
$10.2K +$10.2K +440 New
WWP
167
WR Wealth Planners
Missouri
$8.86K
CIAS
168
Capital Investment Advisory Services
North Carolina
$8.62K +$138 +6 +2%
William Blair & Company
169
William Blair & Company
Illinois
$8.45K
US Bancorp
170
US Bancorp
Minnesota
$8.12K +$4.62K +200 +132%
TPCW
171
TD Private Client Wealth
New York
$7.25K
GWM
172
Geneos Wealth Management
Colorado
$6.46K
HNB
173
Huntington National Bank
Ohio
$6.12K -$923
FFA
174
Founders Financial Alliance
North Carolina
$5.63K +$5.63K +244 New
RIL
175
Rothschild Investment LLC
Illinois
$5.59K