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Schwab 1-5 Year Corporate Bond ETF

79 hedge funds and large institutions have $278M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+51
Holders Change %
+182.14%
% of All Funds
1.39%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
54
Increased
15
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
51
WealthPLAN Partners
Nebraska
$592K +$343K +13,436 +138%
HighTower Advisors
52
HighTower Advisors
Illinois
$532K +$5.51K +216 +1%
Creative Planning
53
Creative Planning
Kansas
$505K +$505K +19,800 New
AFP
54
Ausdal Financial Partners
Iowa
$483K +$483K +18,942 New
WP
55
WealthSource Partners
California
$480K +$480K +18,840 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$471K +$471K +18,482 New
Osaic Holdings
57
Osaic Holdings
Arizona
$450K +$450K +17,670 New
MCP
58
Mirador Capital Partners
California
$422K -$48.3K -1,896 -10%
SAM
59
Smithbridge Asset Management
Pennsylvania
$417K
CPFP
60
Clear Perspectives Financial Planning
Ohio
$394K +$394K +15,444 New
CSIA
61
Charles Schwab Investment Advisory
California
$388K +$169K +6,614 +77%
CAM
62
Costello Asset Management
Pennsylvania
$285K +$285K +11,200 New
ATWA
63
Arbor Trust Wealth Advisors
Michigan
$270K -$15.3K -600 -5%
HWMA
64
Heritage Wealth Management (Arizona)
Arizona
$235K +$235K +9,210 New
HAS
65
HBW Advisory Services
California
$223K +$223K +8,736 New
KAS
66
Kestra Advisory Services
Texas
$223K +$223K +8,742 New
IA
67
IFP Advisors
Florida
$202K +$99.2K +3,880 +97%
NFG
68
Next Financial Group
Texas
$152K +$152K +5,966 New
SL
69
Savior LLC
Massachusetts
$131K +$131K +5,132 New
SFS
70
Sowell Financial Services
Arkansas
$81K +$77.6K +3,040 +2,303%
FA
71
Fortis Advisors
Pennsylvania
$27K +$27K +1,056 New
LS
72
Leelyn Smith
Illinois
$25K
SFSIG
73
San Francisco Sentry Investment Group
California
$16K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$16K
AA
75
Ancora Advisors
Ohio
$10K