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Schwab 5-10 Year Corporate Bond ETF

206 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
47
Increased
71
Reduced
61
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
151
Harbor Investment Advisory
Maryland
$52.7K
CFO
152
CVA Family Office
Colorado
$50.2K +$265 +12 +0.5%
BSB
153
Bangor Savings Bank
Maine
$37.1K
CMP
154
Coston McIsaac & Partners
Maine
$33K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$31.9K +$8.92K +404 +39%
AF
156
Allworth Financial
California
$31.3K -$53.3K -2,416 -63%
SFC
157
SYM Financial Corp
Indiana
$30.5K
GCM
158
Gables Capital Management
Florida
$30.4K
MA
159
MCF Advisors
Kentucky
$29.9K
AIC
160
Archer Investment Corporation
Indiana
$28K
EWP
161
Elevation Wealth Partners
California
$24.6K
GGI
162
Godsey & Gibb Inc
Virginia
$23.4K
GWSG
163
GPS Wealth Strategies Group
Colorado
$23.2K +$23.2K +1,050 New
US Bancorp
164
US Bancorp
Minnesota
$22.8K +$15K +680 +193%
SWM
165
Spire Wealth Management
Virginia
$22.5K +$12.4K +562 +123%
IHWM
166
Iron Horse Wealth Management
Iowa
$21.4K
SWC
167
Spectrum Wealth Counsel
Indiana
$20.2K -$22 -1 -0.1%
HR
168
Howe & Rusling
New York
$19.5K +$18.4K +834 +1,738%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$19.4K +$4.59K +208 +31%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$18.8K +$1.36K +62 +8%
GRP
171
Global Retirement Partners
California
$18K -$8.25K -374 -31%
MCM
172
MAI Capital Management
Ohio
$15.2K +$15.2K +690 New
CBT
173
Crews Bank & Trust
Florida
$14.6K +$14.6K +660 New
GSWM
174
Golden State Wealth Management
California
$13.4K +$13.4K +608 New
HCP
175
Hexagon Capital Partners
Arkansas
$12K