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Schwab 5-10 Year Corporate Bond ETF

206 hedge funds and large institutions have $1.57B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 10 reducing their positions, and 23 closing their positions.

Holders
206
Holders Change
+16
Holders Change %
+8.42%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
47
Increased
148
Reduced
10
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$666M 30,172 +4,242 +16%
RIG
2
RiverFront Investment Group
Virginia
$180M 8,158,176 +3,993,956 +96%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$166M 7,506,378 +3,772,782 +101%
CWM
4
Campbell Wealth Management
Virginia
$125M 5,681,777 +3,468,198 +157%
Raymond James Financial
5
Raymond James Financial
Florida
$52.7M 2,387,957 +2,387,957 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.5M 1,155,970 +580,424 +101%
BFG
7
Bouchey Financial Group
New York
$23.8M 1,080,234 +666,785 +161%
Bank of America
8
Bank of America
North Carolina
$23.8M 1,079,511 +536,462 +99%
SLWA
9
San Luis Wealth Advisors
California
$23M 1,043,209 +600,055 +135%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$19M 861,598 +418,097 +94%
LAM
11
L2 Asset Management
Massachusetts
$13.8M 625,418 +625,418 New
GB
12
Gunma Bank
Japan
$12.8M 580,000 +415,000 +252%
DWP
13
Destiny Wealth Partners
Florida
$12.3M 555,188 +555,188 New
WFA
14
WestHill Financial Advisors
California
$10.9M 493,032 +237,464 +93%
WWM
15
WT Wealth Management
Arizona
$9.89M 448,013 +1,992 +0.4%
CST
16
Charles Schwab Trust
Nevada
$9.76M 442,304 +196,924 +80%
RA
17
Rational Advisors
New York
$9.31M 421,790 +98,025 +30%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.17M 415,607 +213,904 +106%
Ameriprise
19
Ameriprise
Minnesota
$8M 362,612 +210,127 +138%
WCFP
20
White & Co Financial Planning
Washington
$7.22M 327,246 +327,246 New
Stifel Financial
21
Stifel Financial
Missouri
$6.88M 311,753 +163,363 +110%
ASN
22
Advisory Services Network
Georgia
$6.53M 295,653 +210,626 +248%
Truist Financial
23
Truist Financial
North Carolina
$6.32M 286,265 +141,007 +97%
KFS
24
Kaizen Financial Strategies
California
$6.13M 277,829 +141,210 +103%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$5.76M 260,936 +113,728 +77%