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Schwab 5-10 Year Corporate Bond ETF

98 hedge funds and large institutions have $4.91B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+46
Holders Change %
+88.46%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
26
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.67B 106,077,267 +1,940,429 +2%
Charles Schwab
2
Charles Schwab
California
$144M 3,274,701 -1,377 -0%
CWM
3
Campbell Wealth Management
Virginia
$13.7M 310,271 +12,692 +4%
WFA
4
WestHill Financial Advisors
California
$10.2M 231,587 +5,589 +2%
CST
5
Charles Schwab Trust
Nevada
$6.31M 142,935 -3,753 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.06M 137,529 +137,529 New
Jane Street
7
Jane Street
New York
$4.22M 95,878 +95,878 New
BlackRock
8
BlackRock
New York
$3.8M 86,358 +86,358 New
DF
9
DecisionPoint Financial
Arizona
$3.51M 79,692 +1,787 +2%
ASN
10
Advisory Services Network
Georgia
$3.32M 75,457 +29,210 +63%
CAN
11
Cetera Advisor Networks
California
$3.1M 70,445 +70,445 New
VAS
12
Valicenti Advisory Services
New York
$2.61M 59,135 +59,135 New
VIA
13
Vident Investment Advisory
Georgia
$2.39M 54,191 +46,410 +596%
CNBTD
14
Citizens National Bank Trust Department
Mississippi
$2.37M 53,848 +4,196 +8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.01M 45,612 +17,262 +61%
NP
16
Nilsine Partners
Colorado
$1.56M 35,403 +35,403 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.45M 33,010 +33,010 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.37M 30,999 +27,090 +693%
AWM
19
Adams Wealth Management
Utah
$1.16M 26,428 -1,218 -4%
OMC
20
Old Mission Capital
Illinois
$1.16M 26,275 -23,072 -47%
TW
21
Transform Wealth
Colorado
$1.12M 25,370 +25,370 New
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$985K 22,360 +22,360 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$958K 21,759 +1,110 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$935K 21,212 +19,214 +962%
RCIM
25
Red Cedar Investment Management
Michigan
$900K 20,436 +20,436 New