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Schwab 5-10 Year Corporate Bond ETF

167 hedge funds and large institutions have $5.34B invested in Schwab 5-10 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 27 reducing their positions, and 27 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
83
Reduced
27
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.86B 108,134,344 +6,418,683 +6%
Charles Schwab
2
Charles Schwab
California
$242M 5,392,664 +291,609 +6%
Bank of America
3
Bank of America
North Carolina
$21.8M 484,764 +18,681 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.8M 395,950 -20,122 -5%
BlackRock
5
BlackRock
New York
$15.9M 354,185 +153,844 +77%
BFG
6
Bouchey Financial Group
New York
$15.4M 341,983 +341,983 New
CWM
7
Campbell Wealth Management
Virginia
$14M 310,858 +5,003 +2%
OAJ
8
Ogorek Anthony Joseph
New York
$13.3M 295,357 +95,923 +48%
WFA
9
WestHill Financial Advisors
California
$10.5M 233,586 -3,673 -2%
HGWM
10
Horst & Graben Wealth Management
Oregon
$6.25M 139,167 +15,382 +12%
PWMG
11
Pinnacle Wealth Management Group
Michigan
$6.05M 134,689 +4,582 +4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$5.88M 130,874 +29,938 +30%
CST
13
Charles Schwab Trust
Nevada
$5.79M 128,782 -32,372 -20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.28M 117,391 +116,376 +11,466%
APW
15
Austin Private Wealth
Texas
$4.73M 105,335 +13,364 +15%
SFA
16
Semmax Financial Advisors
North Carolina
$4.52M 102,990 +102,677 +32,804%
FRA
17
FFG Retirement Advisors
Colorado
$3.84M 85,473 +33,657 +65%
CAN
18
Cetera Advisor Networks
California
$3.53M 78,522 +3,096 +4%
DF
19
DecisionPoint Financial
Arizona
$3.53M 78,462 -303 -0.4%
ASN
20
Advisory Services Network
Georgia
$3.38M 75,126 +514 +0.7%
Mariner
21
Mariner
Kansas
$3.31M 73,560 +47,798 +186%
OWA
22
One Wealth Advisors
California
$3.17M 70,505 +4,336 +7%
SFM
23
Signet Financial Management
New Jersey
$2.89M 64,281 +5,690 +10%
KFS
24
Kaizen Financial Strategies
California
$2.83M 62,935 +3,506 +6%
SB
25
Strategic Blueprint
Georgia
$2.67M 59,430 +30,566 +106%