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Schwab 5-10 Year Corporate Bond ETF

190 hedge funds and large institutions have $861M invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
190
Holders Change
+4
Holders Change %
+2.15%
% of All Funds
2.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
89
Reduced
43
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$187M 4,164,220 +210,137 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$172M 3,733,596 +48,203 +1%
CWM
3
Campbell Wealth Management
Virginia
$102M 2,213,579 +2,213,579 New
RJA
4
Raymond James & Associates
Florida
$51.8M 1,123,215 +141,270 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.6M 575,546 -18,880 -3%
Bank of America
6
Bank of America
North Carolina
$25.1M 543,049 +38,031 +8%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$20.5M 443,501 -2,900 -0.6%
SLWA
8
San Luis Wealth Advisors
California
$20.5M 443,154 +114,912 +35%
BFG
9
Bouchey Financial Group
New York
$19.1M 413,449 +39,446 +11%
RA
10
Rational Advisors
New York
$14.9M 323,765 -9,747 -3%
WFA
11
WestHill Financial Advisors
California
$11.8M 255,568 +7,689 +3%
CST
12
Charles Schwab Trust
Nevada
$11.3M 245,380 +102,921 +72%
WWM
13
WT Wealth Management
Arizona
$10.1M 446,021 +446,021 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$9.31M 201,703 +10,816 +6%
GB
15
Gunma Bank
Japan
$7.62M 165,000 +55,000 +50%
Ameriprise
16
Ameriprise
Minnesota
$7.04M 152,485 +17,387 +13%
Stifel Financial
17
Stifel Financial
Missouri
$6.85M 148,390 +49,786 +50%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$6.8M 147,208 +20,658 +16%
Truist Financial
19
Truist Financial
North Carolina
$6.71M 145,258 +2,011 +1%
BRWA
20
B. Riley Wealth Advisors
Florida
$6.51M 141,304 +56,276 +66%
SFA
21
Semmax Financial Advisors
North Carolina
$6.38M 286,383 +151,023 +112%
KFS
22
Kaizen Financial Strategies
California
$6.31M 136,619 +6,072 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$5.41M 117,309 +10,602 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$3.99M 86,359 +2,692 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.99M 86,358 +4,287 +5%