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Schwab 5-10 Year Corporate Bond ETF

150 hedge funds and large institutions have $4.72B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 22 closing their positions.

Holders
150
Holders Change
+52
Holders Change %
+53.06%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
75
Increased
45
Reduced
21
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.29B 101,715,661 -4,361,606 -4%
Charles Schwab
2
Charles Schwab
California
$215M 5,101,055 +1,826,354 +56%
Bank of America
3
Bank of America
North Carolina
$19.7M 466,083 +452,657 +3,371%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.6M 416,072 +385,073 +1,242%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$13M 307,371 +261,759 +574%
CWM
6
Campbell Wealth Management
Virginia
$12.9M 305,855 -4,416 -1%
Jane Street
7
Jane Street
New York
$10.1M 239,735 +143,857 +150%
WFA
8
WestHill Financial Advisors
California
$10M 237,259 +5,672 +2%
BlackRock
9
BlackRock
New York
$8.45M 200,341 +113,983 +132%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.43M 199,824 +62,295 +45%
OAJ
11
Ogorek Anthony Joseph
New York
$8.42M 199,434 +199,434 New
CST
12
Charles Schwab Trust
Nevada
$6.8M 161,154 +18,219 +13%
PWMG
13
Pinnacle Wealth Management Group
Michigan
$5.49M 130,107 +130,107 New
HGWM
14
Horst & Graben Wealth Management
Oregon
$5.22M 123,785 +123,785 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.26M 100,936 +96,258 +2,058%
APW
16
Austin Private Wealth
Texas
$3.88M 91,971 +91,971 New
DF
17
DecisionPoint Financial
Arizona
$3.32M 78,765 -927 -1%
CAN
18
Cetera Advisor Networks
California
$3.18M 75,426 +4,981 +7%
ASN
19
Advisory Services Network
Georgia
$3.15M 74,612 -845 -1%
OWA
20
One Wealth Advisors
California
$2.79M 66,169 +66,169 New
KFS
21
Kaizen Financial Strategies
California
$2.51M 59,429 +59,429 New
OMC
22
Old Mission Capital
Illinois
$2.49M 58,995 +32,720 +125%
SFM
23
Signet Financial Management
New Jersey
$2.47M 58,591 +58,591 New
CNBTD
24
Citizens National Bank Trust Department
Mississippi
$2.2M 52,167 -1,681 -3%
FRA
25
FFG Retirement Advisors
Colorado
$2.19M 51,816 +51,816 New