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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 %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$5.41K +$5.41K +234 New
EW
177
Element Wealth
Mississippi
$5.4K
AA
178
Addison Advisors
Vermont
$5.17K -$67.3K -2,918 -93%
CAS
179
Coppell Advisory Solutions
Texas
$4.3K -$9.3K -402 -68%
SS
180
Sunbelt Securities
Texas
$3.09K
FMP
181
Financial Management Professionals
Texas
$3K
WWM
182
Wagner Wealth Management
South Carolina
$2.35K +$277 +12 +13%
CFGS
183
Concourse Financial Group Securities
Alabama
$2.17K +$1.25K +54 +135%
NP
184
NorthRock Partners
Minnesota
$1.52K +$92 +4 +6%
HR
185
Howe & Rusling
New York
$1.11K +$1.11K +48 New
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$932 +$23 +2 +3%
IRC
187
Investors Research Corp
Georgia
$831
SIS
188
Strategic Investment Solutions
Illinois
$600
CPG
189
Cornerstone Planning Group
New Jersey
$274 +$114 +10 +71%
AWM
190
Aspire Wealth Management
Massachusetts
$217 -$43 -2 -17%
CMP
191
Coston McIsaac & Partners
Maine
$34 +$34 +1,498 New
Charles Schwab
192
Charles Schwab
California
-$5.28B -239,429,012 Closed
MFG
193
Marmo Financial Group
Tennessee
-$6.12M -277,446 Closed
BlackRock
194
BlackRock
New York
-$5.39M -244,470 Closed
OMC
195
Old Mission Capital
Illinois
-$3.15M -143,020 Closed
VA
196
Vident Advisory
Georgia
-$2.62M -118,984 Closed
FRA
197
FFG Retirement Advisors
Colorado
-$2.39M -108,230 Closed
FFWA
198
Forthright Family Wealth Advisory
Texas
-$2.01M -91,160 Closed
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
-$1.59M -72,112 Closed
Vanguard Group
200
Vanguard Group
Pennsylvania
-$1.48M -67,150 Closed