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Schwab 1-5 Year Corporate Bond ETF

91 hedge funds and large institutions have $234M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-29
Holders Change %
-24.17%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
12
Increased
25
Reduced
43
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$406K -$11.7K -482 -3%
HWMA
52
Heritage Wealth Management (Arizona)
Arizona
$402K +$402K +16,550 New
TFA
53
Teamwork Financial Advisors
Texas
$394K -$927K -38,132 -70%
KAS
54
Kestra Advisory Services
Texas
$378K -$155K -6,396 -29%
Creative Planning
55
Creative Planning
Kansas
$336K +$73.3K +3,020 +28%
AF
56
Advisornet Financial
Minnesota
$330K -$1.68M -69,176 -84%
5L
57
55I LLC
Massachusetts
$326K -$27.6M -1,136,098 -99%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$298K +$33.1K +1,366 +13%
CA
59
CoreCap Advisors
Michigan
$290K -$207K -8,532 -42%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$1.31M -54,208 -82%
CA
61
Cetera Advisors
Colorado
$282K
FI
62
FIDELIS iM
Oregon
$265K +$265K +10,932 New
CF
63
Centaurus Financial
California
$262K -$2.35M -96,630 -90%
ATWA
64
Arbor Trust Wealth Advisors
Michigan
$234K
MFA
65
Mayflower Financial Advisors
Massachusetts
$220K -$128K -5,284 -37%
RFN
66
RDA Financial Network
Iowa
$212K +$212K +8,746 New
SWA
67
Stratos Wealth Advisors
Ohio
$210K -$2.79M -115,052 -93%
BAM
68
Belpointe Asset Management
Nevada
$207K -$763K -31,424 -79%
PFS
69
Prospera Financial Services
Texas
$165K -$39.4K -1,622 -19%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$130K +$4.34K +178 +3%
SAM
71
Strategic Asset Management
Minnesota
$119K -$244K -10,050 -67%
WWP
72
WR Wealth Planners
Missouri
$114K +$114K +4,698 New
RCC
73
Red Cedar Capital
Nebraska
$114K
IA
74
IFP Advisors
Florida
$107K -$84.7K -3,334 -44%
ZIG
75
Zullo Investment Group
Pennsylvania
$99K +$64.2K +2,640 +185%