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Schwab 5-10 Year Corporate Bond ETF

186 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 39 closing their positions.

Holders
186
Holders Change
+3
Holders Change %
+1.64%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
49
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.28B 119,714,506 +114,307,499 +2,114%
RIG
2
RiverFront Investment Group
Virginia
$174M 3,954,083 +90,191 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$163M 3,685,393 +387,815 +12%
RJA
4
Raymond James & Associates
Florida
$43.3M 981,945 +214,492 +28%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.2M 594,426 -195,481 -25%
Bank of America
6
Bank of America
North Carolina
$22.3M 505,018 -8,764 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$19.7M 446,401 -33,899 -7%
BFG
8
Bouchey Financial Group
New York
$16.5M 374,003 +12,234 +3%
RA
9
Rational Advisors
New York
$14.7M 333,512 -19,435 -6%
SLWA
10
San Luis Wealth Advisors
California
$14.5M 328,242 +328,242 New
WFA
11
WestHill Financial Advisors
California
$10.9M 247,879 +2,440 +1%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$8.42M 190,887 +30,211 +19%
Truist Financial
13
Truist Financial
North Carolina
$6.32M 143,247 -18,571 -11%
CST
14
Charles Schwab Trust
Nevada
$6.28M 142,459 -35,186 -20%
SFA
15
Semmax Financial Advisors
North Carolina
$6.15M 135,360 +13,726 +11%
MFG
16
Marmo Financial Group
Tennessee
$6.12M 138,723 -1,523 -1%
Ameriprise
17
Ameriprise
Minnesota
$5.96M 135,098 +10,763 +9%
KFS
18
Kaizen Financial Strategies
California
$5.85M 130,547 +32,797 +34%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$5.58M 126,550 -60,755 -32%
BlackRock
20
BlackRock
New York
$5.39M 122,235 -24,201 -17%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$4.95M 112,140 +112,140 New
GB
22
Gunma Bank
Japan
$4.85M 110,000 +110,000 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.71M 106,707 +10,038 +10%
Stifel Financial
24
Stifel Financial
Missouri
$4.35M 98,604 -3,343 -3%
Jane Street
25
Jane Street
New York
$4.19M 94,959 -79,494 -46%