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Schwab 1-5 Year Corporate Bond ETF

109 hedge funds and large institutions have $172M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 5 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
86
Reduced
5
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WCFP
26
White & Co Financial Planning
Washington
$2.48M 101,742 +101,742 New
SWA
27
Sightline Wealth Advisors
Connecticut
$2.08M 85,190 +85,190 New
JCIA
28
Jackson Creek Investment Advisors
Colorado
$2.03M 83,465 +43,875 +111%
FIA
29
Foundations Investment Advisors
Arizona
$2.03M 83,390 +46,556 +126%
CFGSD
30
Compass Financial Group (South Dakota)
South Dakota
$1.86M 76,458 +41,522 +119%
SA
31
Sanctuary Advisors
Indiana
$1.78M 72,500 +4,563 +7%
AFG
32
Altiora Financial Group
Ohio
$1.69M 69,420 +34,710 +100%
MA
33
Mutual Advisors
Nebraska
$1.44M 58,869 -121 -0.2%
CFS
34
Cannon Financial Strategists
Georgia
$1.32M 54,156 +27,078 +100%
CST
35
Charles Schwab Trust
Nevada
$1.16M 47,766 +12,943 +37%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.15M 47,187 -17,478 -27%
VA
37
Valmark Advisers
Ohio
$1.1M 45,033 +22,581 +101%
Ameriprise
38
Ameriprise
Minnesota
$1.06M 43,676 +22,354 +105%
CPP
39
Capasso Planning Partners
South Carolina
$966K 39,641 +10,052 +34%
CFA
40
Cahill Financial Advisors
Minnesota
$892K 36,576 +11,346 +45%
IW
41
IronOak Wealth
Texas
$890K 36,523 +36,523 New
Cerity Partners
42
Cerity Partners
New York
$840K 34,462 +28,948 +525%
UCFA
43
United Capital Financial Advisors
Texas
$785K 32,200 +14,050 +77%
SI
44
Stonekeep Investments
New Mexico
$745K 30,583 +14,233 +87%
SGAM
45
Stephens Group Asset Management
Arkansas
$675K 27,702 +21,434 +342%
C1AG
46
Client 1st Advisory Group
Florida
$623K 25,578 +12,551 +96%
RC
47
Roundview Capital
New Jersey
$616K 25,266 +12,682 +101%
LAIC
48
Lederer & Associates Investment Counsel
California
$595K 24,403 +11,947 +96%
AFG
49
Atomi Financial Group
New York
$592K 24,283 +12,439 +105%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$570K 23,388 +12,112 +107%