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Schwab 5-10 Year Corporate Bond ETF

57 hedge funds and large institutions have $297M invested in Schwab 5-10 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
16
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$244M 5,807,664 +219,560 +4%
CWM
2
Campbell Wealth Management
Virginia
$11.6M 276,068 +276,068 New
Jane Street
3
Jane Street
New York
$10.5M 250,073 -131,189 -34%
WFA
4
WestHill Financial Advisors
California
$8.97M 213,323 +8,554 +4%
AWM
5
Adams Wealth Management
Utah
$4.75M 112,958 +112,958 New
CST
6
Charles Schwab Trust
Nevada
$2.95M 70,209 -137,794 -66%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.36M 56,140 +29,257 +109%
CSIA
8
Charles Schwab Investment Advisory
California
$1.02M 24,203 -3,376 -12%
HGWM
9
Horst & Graben Wealth Management
Oregon
$797K 18,966 +18,966 New
CC
10
Copperleaf Capital
North Carolina
$659K 15,673 -37,793 -71%
APW
11
Austin Private Wealth
Texas
$594K 14,140 +14,140 New
OMC
12
Old Mission Capital
Illinois
$562K 13,375 +8,879 +197%
WWG
13
West Wealth Group
California
$486K 11,570 +11,570 New
OWA
14
One Wealth Advisors
California
$448K 10,668 +10,668 New
T
15
TNF
Montana
$414K 9,919 +9,919 New
KWM
16
Kingsview Wealth Management
Oregon
$393K 9,359 -305 -3%
RI
17
Ridgewood Investments
New Jersey
$378K 9,000 +300 +3%
Bank of America
18
Bank of America
North Carolina
$353K 8,386 +1,073 +15%
CWA
19
Clearview Wealth Advisors
Oregon
$338K 8,034 +7,843 +4,106%
FA
20
FC Advisory
Pennsylvania
$338K 8,036 +8,036 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$321K 7,646 +145 +2%
TC
22
TownSquare Capital
Utah
$320K 7,620 +7,620 New
CFD
23
Creative Financial Designs
Indiana
$303K 7,203 +4,779 +197%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$280K 6,659 +6,659 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$278K 6,621 +1,977 +43%