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Schwab 1-5 Year Corporate Bond ETF

75 hedge funds and large institutions have $178M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
75
Holders Change
-17
Holders Change %
-18.48%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$232K
QWM
52
Quaker Wealth Management
New Jersey
$211K
MFG
53
Merit Financial Group
Georgia
$203K -$137K -5,750 -40%
BAM
54
Belpointe Asset Management
Nevada
$187K -$21.3K -896 -10%
CIA
55
Cape Investment Advisory
Georgia
$184K +$184K +7,742 New
CF
56
Centaurus Financial
California
$153K -$5.33K -224 -3%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$131K
IA
58
IFP Advisors
Florida
$107K +$450 +18 +0.4%
CWA
59
Clearview Wealth Advisors
Oregon
$91.5K -$14.7K -616 -14%
RFG
60
RFP Financial Group
Georgia
$89.4K -$8.65M -358,940 -99%
TF
61
TimeScale Financial
Massachusetts
$51.7K +$51.7K +2,174 New
ACA
62
Aptus Capital Advisors
Alabama
$47.6K
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.6K
AA
64
Ancora Advisors
Ohio
$44.9K +$35.7K +1,500 +387%
PA
65
Parallel Advisors
California
$44.7K
WWP
66
WR Wealth Planners
Missouri
$41.3K -$1.95K -82 -5%
AF
67
Advisornet Financial
Minnesota
$41.1K -$170K -7,132 -80%
SPIA
68
Steward Partners Investment Advisory
New York
$24.8K +$19.9K +836 +402%
MRCM
69
M&R Capital Management
New Jersey
$16.6K
Morgan Stanley
70
Morgan Stanley
New York
$11.6K -$2.66K -112 -19%
FFA
71
Farther Finance Advisors
California
$9.75K
IHWM
72
Iron Horse Wealth Management
Iowa
$4.61K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +158 New
BLC
74
Brown, Lisle/Cummings
Rhode Island
$3.85K
AWM
75
Avior Wealth Management
Nebraska
$523