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Schwab 1-5 Year Corporate Bond ETF

71 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
51
Cape Investment Advisory
Georgia
$169K 3,576 -295 -8%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$138K 2,914 +162 +6%
IA
53
IFP Advisors
Florida
$107K 2,270 +132 +6%
UBS Group
54
UBS Group
Switzerland
$95.6K 2,023 -3,336 -62%
CWA
55
Clearview Wealth Advisors
Oregon
$88.3K 1,869 -55 -3%
AA
56
Ancora Advisors
Ohio
$61.5K 1,301 +357 +38%
TF
57
TimeScale Financial
Massachusetts
$51.4K 1,087
PA
58
Parallel Advisors
California
$44.4K 940
CAS
59
Coppell Advisory Solutions
Texas
$39.6K 838 +838 New
AF
60
Advisornet Financial
Minnesota
$35K 741 -123 -14%
WWP
61
WR Wealth Planners
Missouri
$32.7K 691 -178 -20%
RIA
62
Realta Investment Advisors
Delaware
$23.6K 500 +500 New
MRCM
63
M&R Capital Management
New Jersey
$16.5K 350
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.8K 250 -750 -75%
ACA
65
Aptus Capital Advisors
Alabama
$11.8K 250 -750 -75%
FFA
66
Farther Finance Advisors
California
$9.69K 205
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$8K 162 +83 +105%
NCM
68
Northwest Capital Management
Oregon
$3.92K 83 +83 New
BLC
69
Brown, Lisle/Cummings
Rhode Island
$3.83K 81
Morgan Stanley
70
Morgan Stanley
New York
$3.69K 78 -165 -68%
RFG
71
RFP Financial Group
Georgia
-1,855 Closed
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$47 1
VAG
73
VisionPoint Advisory Group
Texas
$47 1 +1 New
CM
74
Columbus Macro
Pennsylvania
-38,000 Closed
AWS
75
Atria Wealth Solutions
New York
-36,935 Closed