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Schwab 1-5 Year Corporate Bond ETF

92 hedge funds and large institutions have $199M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
19
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$278K +$278K +11,852 New
MA
52
Mutual Advisors
Nebraska
$259K -$219K -9,336 -46%
HGWM
53
Horst & Graben Wealth Management
Oregon
$255K +$255K +10,878 New
T
54
TNF
Montana
$251K -$8.68K -366 -3%
CSIA
55
Charles Schwab Investment Advisory
California
$232K -$57.2K -2,438 -20%
DAS
56
Dynamic Advisor Solutions
Arizona
$228K -$7.32K -312 -3%
CFGSD
57
Compass Financial Group (South Dakota)
South Dakota
$222K +$222K +9,480 New
QWM
58
Quaker Wealth Management
New Jersey
$208K -$9.58K -408 -4%
AF
59
Advisornet Financial
Minnesota
$208K -$9.56K -408 -4%
BAM
60
Belpointe Asset Management
Nevada
$205K +$14.1K +600 +7%
IWM
61
IHT Wealth Management
Illinois
$205K
CWM
62
Curi Wealth Management
North Carolina
$201K -$30.2K -1,286 -13%
CA
63
CoreCap Advisors
Michigan
$178K +$178K +7,604 New
CF
64
Centaurus Financial
California
$156K -$1.78K -76 -1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$129K -$464K -19,812 -78%
RCC
66
Red Cedar Capital
Nebraska
$110K
IA
67
IFP Advisors
Florida
$108K +$710 +28 +0.7%
CWA
68
Clearview Wealth Advisors
Oregon
$105K -$199K -8,468 -65%
OLVIG
69
Oliver Lagore Vanvalin Investment Group
Michigan
$75.7K +$5.35K +228 +8%
OWA
70
One Wealth Advisors
California
$66.8K +$66.8K +2,848 New
UBS Group
71
UBS Group
Switzerland
$53.4K -$69.8K -2,978 -57%
ACA
72
Aptus Capital Advisors
Alabama
$46.9K
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$46.9K
PA
74
Parallel Advisors
California
$44.1K
WWP
75
WR Wealth Planners
Missouri
$42.7K -$7.74K -330 -15%