SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

92 hedge funds and large institutions have $199M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
19
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCIA
26
Jackson Creek Investment Advisors
Colorado
$1.04M +$1.04M +44,372 New
LAIC
27
Lederer & Associates Investment Counsel
California
$1.01M -$19.8K -842 -2%
EL
28
Essex LLC
Illinois
$1M +$1M +42,760 New
MML Investors Services
29
MML Investors Services
Massachusetts
$963K -$23.3K -994 -2%
CFA
30
Cahill Financial Advisors
Minnesota
$674K -$185K -7,894 -22%
Mariner
31
Mariner
Kansas
$620K +$385K +16,410 +164%
SB
32
Strategic Blueprint
Georgia
$616K -$124K -5,288 -17%
FRA
33
FFG Retirement Advisors
Colorado
$609K +$609K +25,996 New
MHB
34
Midwest Heritage Bank
Iowa
$591K -$63.6K -2,714 -10%
HWMA
35
Heritage Wealth Management (Arizona)
Arizona
$588K +$291K +12,412 +98%
CAAS
36
Capital Asset Advisory Services
Michigan
$583K +$583K +24,856 New
Osaic Holdings
37
Osaic Holdings
Arizona
$582K -$19.3K -824 -3%
RFG
38
Range Financial Group
Oregon
$520K -$106K -4,536 -17%
Citadel Advisors
39
Citadel Advisors
Florida
$497K +$497K +21,216 New
HI
40
Harbour Investments
Wisconsin
$442K -$39.8K -1,698 -8%
Creative Planning
41
Creative Planning
Kansas
$442K +$30.5K +1,302 +7%
FSG
42
Financial Strategies Group
Michigan
$430K -$236K -10,058 -35%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$388K -$117K -5,000 -23%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$386K -$2.66M -113,540 -87%
CFD
45
Creative Financial Designs
Indiana
$368K -$71.7K -3,058 -16%
LWM
46
Lodestone Wealth Management
Washington
$357K +$357K +15,228 New
WAM
47
Worth Asset Management
Texas
$349K +$349K +14,866 New
MFG
48
Merit Financial Group
Georgia
$335K +$335K +14,268 New
CS
49
Crescent Sterling
Louisiana
$308K +$308K +13,122 New
CAN
50
Cetera Advisor Networks
California
$286K +$286K +12,202 New