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Schwab 1-5 Year Corporate Bond ETF

78 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.36%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
9
Increased
58
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$775K 15,161 +2,180 +17%
WP
52
WealthPLAN Partners
Nebraska
$689K 13,490 +1,906 +16%
IWC
53
Integrated Wealth Concepts
Massachusetts
$659K 12,882 +3,641 +39%
KAS
54
Kestra Advisory Services
Texas
$647K 12,636 +8,265 +189%
AFP
55
Ausdal Financial Partners
Iowa
$523K 10,219 +748 +8%
CSIA
56
Charles Schwab Investment Advisory
California
$460K 9,006 +1,410 +19%
CPFP
57
Clear Perspectives Financial Planning
Ohio
$458K 8,958 +1,236 +16%
HighTower Advisors
58
HighTower Advisors
Illinois
$456K 8,895 -1,536 -15%
HWMA
59
Heritage Wealth Management (Arizona)
Arizona
$435K 8,497 +3,892 +85%
SAM
60
Smithbridge Asset Management
Pennsylvania
$419K 8,180
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$383K 7,487 +7,487 New
WI
62
WBI Investments
New Jersey
$380K 7,420 +7,420 New
SFO
63
Stokes Family Office
Louisiana
$348K 6,797 +6,797 New
CA
64
Cetera Advisors
Colorado
$298K 5,819 +5,819 New
NFG
65
Next Financial Group
Texas
$275K 5,367 +2,384 +80%
ATWA
66
Arbor Trust Wealth Advisors
Michigan
$271K 5,300
CAM
67
Costello Asset Management
Pennsylvania
$261K 5,100 -500 -9%
IA
68
IFP Advisors
Florida
$251K 4,808 +859 +22%
CCG
69
Capital CS Group
California
$246K 4,807 +4,807 New
SL
70
Savior LLC
Massachusetts
$135K 2,632 +66 +3%
FA
71
Fortis Advisors
Pennsylvania
$87K 1,703 +1,175 +223%
ACA
72
Atlas Capital Advisors
Wyoming
$79.8K 1,560 +1,560 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$23K 439 +116 +36%
Morgan Stanley
74
Morgan Stanley
New York
$22K 421 +344 +447%
AWM
75
Avior Wealth Management
Nebraska
$17K 350 +326 +1,358%