SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

85 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
19
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
51
Teamwork Financial Advisors
Texas
$296K -$88.3K -3,726 -23%
AF
52
Advisornet Financial
Minnesota
$285K -$38.4K -1,614 -12%
CA
53
Cetera Advisors
Colorado
$275K
KAS
54
Kestra Advisory Services
Texas
$253K -$117K -4,906 -32%
ATWA
55
Arbor Trust Wealth Advisors
Michigan
$229K
T
56
TCWP
Ohio
$226K -$264K -11,132 -54%
QWM
57
Quaker Wealth Management
New Jersey
$220K +$220K +9,268 New
MFA
58
Mayflower Financial Advisors
Massachusetts
$215K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$204K -$71.5K -3,020 -26%
BAM
60
Belpointe Asset Management
Nevada
$200K -$2.42K -102 -1%
CF
61
Centaurus Financial
California
$160K -$96.8K -4,070 -38%
CA
62
CoreCap Advisors
Michigan
$127K -$157K -6,608 -55%
SAM
63
Strategic Asset Management
Minnesota
$114K -$2.33K -98 -2%
RCC
64
Red Cedar Capital
Nebraska
$112K
IA
65
IFP Advisors
Florida
$107K
WWP
66
WR Wealth Planners
Missouri
$101K -$11K -464 -10%
ZIG
67
Zullo Investment Group
Pennsylvania
$76K -$21.1K -886 -22%
ACA
68
Atlas Capital Advisors
Wyoming
$74.1K
PA
69
Parallel Advisors
California
$45K +$45K +1,880 New
GEA
70
Glen Eagle Advisors
New Jersey
$39K
UBS Group
71
UBS Group
Switzerland
$27K -$55.8K -2,336 -67%
PFS
72
Prospera Financial Services
Texas
$20K -$144K -5,966 -88%
Morgan Stanley
73
Morgan Stanley
New York
$19K -$11.8K -492 -38%
CTC
74
Central Trust Company
Missouri
$11K +$11K +476 New
BMD
75
Better Money Decisions
New Mexico
$10K +$10K +418 New