SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

90 hedge funds and large institutions have $215M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
35
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.71M +$1.71M +70,812 New
AFG
27
Altiora Financial Group
Ohio
$1.68M
MA
28
Mutual Advisors
Nebraska
$1.4M +$768K +31,772 +121%
CST
29
Charles Schwab Trust
Nevada
$1.39M +$221K +9,158 +19%
JCIA
30
Jackson Creek Investment Advisors
Colorado
$1.34M +$131K +5,430 +11%
CFS
31
Cannon Financial Strategists
Georgia
$1.31M
BCM
32
Brookstone Capital Management
Illinois
$1.23M -$299K -12,376 -20%
CFA
33
Cahill Financial Advisors
Minnesota
$1.19M +$25.9K +1,070 +2%
VA
34
Valmark Advisers
Ohio
$1.19M -$15.1K -624 -1%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$1.14M -$1.14M
CFGSD
36
Compass Financial Group (South Dakota)
South Dakota
$1.13M +$231K +9,572 +26%
UCFA
37
United Capital Financial Advisors
Texas
$969K -$51.2K -2,120 -5%
C1AG
38
Client 1st Advisory Group
Florida
$919K -$105K -4,352 -10%
CCA
39
Clearwater Capital Advisors
Illinois
$827K +$10.6K +438 +1%
Ameriprise
40
Ameriprise
Minnesota
$739K +$264K +10,932 +56%
FIA
41
Foundations Investment Advisors
Arizona
$658K +$658K +27,216 New
AFG
42
Atomi Financial Group
New York
$649K -$63K -2,606 -9%
WPC
43
Wedmont Private Capital
Pennsylvania
$649K +$5.34K +222 +0.8%
RC
44
Roundview Capital
New Jersey
$649K
CAN
45
Cetera Advisor Networks
California
$629K +$133K +5,500 +27%
LAIC
46
Lederer & Associates Investment Counsel
California
$614K +$10.3K +428 +2%
Osaic Holdings
47
Osaic Holdings
Arizona
$566K -$532K -22,028 -48%
FSG
48
Financial Strategies Group
Michigan
$558K +$1.92K +80 +0.3%
KWM
49
Kingsview Wealth Management
Oregon
$538K -$8.51K -352 -2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$504K +$282K +11,668 +127%