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Schwab 5-10 Year Corporate Bond ETF

186 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
49
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$1.76K +$1.76K +80 New
NP
177
NorthRock Partners
Minnesota
$1.37K
SSB
178
Sandy Spring Bank
Maryland
$1.28K
TAM
179
Tucker Asset Management
Colorado
$1.24K +$1.24K +56 New
AC
180
AlphaCore Capital
California
$970 -$29K -1,316 -97%
HNB
181
Huntington National Bank
Ohio
$923 -$7.92K
CFGS
182
Concourse Financial Group Securities
Alabama
$882 -$7.19K -326 -89%
IRC
183
Investors Research Corp
Georgia
$794
PGAM
184
Princeton Global Asset Management
New Jersey
$794 +$794 +36 New
SIS
185
Strategic Investment Solutions
Illinois
$586 +$586 +26 New
CPG
186
Cornerstone Planning Group
New Jersey
$277
AWM
187
Aspire Wealth Management
Massachusetts
$250 -$2.17K -104 -90%
GWP
188
Gen-Wealth Partners
Michigan
$132 -$307K -13,972 -100%
CSIA
189
Charles Schwab Investment Advisory
California
-$4.95B -222,407,578 Closed
CWM
190
Campbell Wealth Management
Virginia
-$92.7M -4,167,302 Closed
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
-$14M -628,660 Closed
HGWM
192
Horst & Graben Wealth Management
Oregon
-$2.27M -101,882 Closed
APW
193
Austin Private Wealth
Texas
-$1.62M -73,520 Closed
OWA
194
One Wealth Advisors
California
-$897K -40,330 Closed
T
195
TNF
Montana
-$733K -33,850 Closed
PWMG
196
Pinnacle Wealth Management Group
Michigan
-$576K -25,896 Closed
SF
197
Schaeffer Financial
Maryland
-$522K -23,456 Closed
MAM
198
Meeder Asset Management
Ohio
-$376K -16,924 Closed
MLA
199
My Legacy Advisors
Oregon
-$322K -14,488 Closed
KV
200
Kickstand Ventures
New York
-$316K -14,184 Closed