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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.

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 Market Value Shares Shares
Change
Shares
Change %
PA
201
PFG Advisors
Arizona
-18,800 Closed
AGWCA
202
Annis Gardner Whiting Capital Advisors
Florida
-13,174 Closed
EWM
203
Empirical Wealth Management
Washington
-8,393 Closed
RFG
204
Range Financial Group
Oregon
-6,716 Closed
FC
205
FCA Corp
Texas
-6,378 Closed
PWM
206
Power Wealth Management
Georgia
-5,581 Closed
GFA
207
Gallagher Fiduciary Advisors
Illinois
-4,998 Closed
CSWG
208
Cardinal Strategic Wealth Guidance
Kentucky
-1,008 Closed
VCM
209
Versant Capital Management
Arizona
-1,000 Closed
TWP
210
Triad Wealth Partners
Kansas
-563 Closed
ATPW
211
Ashton Thomas Private Wealth
Arizona
-376 Closed
IAIM
212
International Assets Investment Management
Florida
-367 Closed
BIA
213
Bell Investment Advisors
California
-226 Closed
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
-175 Closed
SP
215
SWS Partners
Ohio
-124 Closed
GI
216
Gradient Investments
Minnesota
-111 Closed
DF
217
Dunhill Financial
United Kingdom
-92 Closed
CA
218
Continuum Advisory
Idaho
-82 Closed
SSB
219
Sandy Spring Bank
Maryland
-29 Closed
PGAM
220
Princeton Global Asset Management
New Jersey
-18 Closed
GWP
221
Gen-Wealth Partners
Michigan
-3 Closed
PMFA
222
Plante Moran Financial Advisors
Michigan