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Schwab 1-5 Year Corporate Bond ETF

85 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
19
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FNC
26
First National Corp
Massachusetts
$1M -$1.67M -70,484 -62%
VA
27
Valmark Advisers
Ohio
$947K +$416K +17,532 +78%
RC
28
Roundview Capital
New Jersey
$933K
SB
29
Strategic Blueprint
Georgia
$906K -$164K -6,884 -15%
Bank of America
30
Bank of America
North Carolina
$887K +$344K +14,496 +63%
CM
31
Columbus Macro
Pennsylvania
$855K
PPW
32
Pinnacle Private Wealth
Massachusetts
$834K
FSG
33
Financial Strategies Group
Michigan
$779K +$107K +4,492 +16%
MHB
34
Midwest Heritage Bank
Iowa
$771K -$164K -6,906 -18%
VCM
35
Vision Capital Management
Oregon
$759K +$256K +10,774 +51%
RFG
36
Range Financial Group
Oregon
$715K -$94.1K -3,964 -12%
CSIA
37
Charles Schwab Investment Advisory
California
$677K +$217K +9,160 +47%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$667K -$224K -9,422 -25%
Osaic Holdings
39
Osaic Holdings
Arizona
$618K +$63.6K +2,680 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$601K +$474K +19,984 +375%
MA
41
Mutual Advisors
Nebraska
$562K -$149K -6,290 -21%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$512K +$111K +4,672 +28%
HI
43
Harbour Investments
Wisconsin
$488K +$488K +20,550 New
LF
44
LifeSteps Financial
California
$470K -$40.2K -1,694 -8%
CFD
45
Creative Financial Designs
Indiana
$463K -$4.9K -206 -1%
CWA
46
Clearview Wealth Advisors
Oregon
$421K -$12.6K -532 -3%
T
47
TNF
Montana
$382K -$114K -4,764 -23%
AWM
48
AE Wealth Management
Kansas
$380K -$1.34M -56,494 -78%
Creative Planning
49
Creative Planning
Kansas
$327K -$2.24K -94 -0.7%
HWMA
50
Heritage Wealth Management (Arizona)
Arizona
$321K -$71.9K -3,030 -18%