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Schwab 1-5 Year Corporate Bond ETF

71 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RC
26
Roundview Capital
New Jersey
$635K 13,429 -754 -5%
KWM
27
Kingsview Wealth Management
Oregon
$607K 12,836 -6,504 -34%
CAAS
28
Capital Asset Advisory Services
Michigan
$527K 11,129 -248 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$507K 10,733 -1,028 -9%
CFGSD
30
Compass Financial Group (South Dakota)
South Dakota
$488K 10,319 +4,017 +64%
FSG
31
Financial Strategies Group
Michigan
$457K 9,672 -1,085 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$447K 9,455 -4,452 -32%
HI
33
Harbour Investments
Wisconsin
$444K 9,401 +1 +0%
WAM
34
Worth Asset Management
Texas
$402K 8,512 +1,556 +22%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$391K 8,280
CFS
36
Cannon Financial Strategists
Georgia
$389K 8,239
Ameriprise
37
Ameriprise
Minnesota
$382K 8,091 +2,488 +44%
CS
38
Crescent Sterling
Louisiana
$379K 8,017 +240 +3%
CFD
39
Creative Financial Designs
Indiana
$376K 7,964 -358 -4%
LWM
40
Lodestone Wealth Management
Washington
$360K 7,614
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$346K 7,322 +7,322 New
FFN
42
Focus Financial Network
Minnesota
$340K 7,188 +1,909 +36%
MHB
43
Midwest Heritage Bank
Iowa
$331K 7,012 -1,625 -19%
LPL Financial
44
LPL Financial
California
$289K 6,104 +6,104 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$281K 5,946 -11,910 -67%
DAS
46
Dynamic Advisor Solutions
Arizona
$252K 5,341 +470 +10%
T
47
TNF
Montana
$241K 5,104
CAN
48
Cetera Advisor Networks
California
$229K 4,840 -458 -9%
AAS
49
Avantax Advisory Services
Texas
$227K 4,805 +4,805 New
QWM
50
Quaker Wealth Management
New Jersey
$209K 4,430