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Schwab 1-5 Year Corporate Bond ETF

76 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MHB
51
Midwest Heritage Bank
Iowa
$202K 4,308 -2,704 -39%
CIA
52
Cape Investment Advisory
Georgia
$168K 3,582 +6 +0.2%
IA
53
IFP Advisors
Florida
$101K 2,155 -115 -5%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$87K 1,854 -1,060 -36%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$86.9K 1,849 +1,849 New
AA
56
Ancora Advisors
Ohio
$80.9K 1,723 +422 +32%
CFGS
57
Concourse Financial Group Securities
Alabama
$60.8K 1,294 +1,294 New
AF
58
Advisornet Financial
Minnesota
$33.9K 722 -19 -3%
RFA
59
Resurgent Financial Advisors
Georgia
$31.9K 679 +679 New
WWP
60
WR Wealth Planners
Missouri
$30.3K 644 -47 -7%
FAM
61
Family Asset Management
South Carolina
$29K 617 +617 New
US Bancorp
62
US Bancorp
Minnesota
$19.5K 416 +416 New
MRCM
63
M&R Capital Management
New Jersey
$16.4K 350
UBS Group
64
UBS Group
Switzerland
$11.9K 253 -1,770 -87%
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.7K 250
ACA
66
Aptus Capital Advisors
Alabama
$11.7K 250
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$11.2K 238 +238 New
NS
68
NBC Securities
Alabama
$9K 202 +202 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$8K 162
IPW
70
Impact Partnership Wealth
Georgia
$7.7K 164 +164 New
AF
71
Allworth Financial
California
$4.88K 104 +104 New
NCM
72
Northwest Capital Management
Oregon
$3.9K 83
BLC
73
Brown, Lisle/Cummings
Rhode Island
$3.8K 81
Morgan Stanley
74
Morgan Stanley
New York
$3.62K 77 -1 -1%
FFA
75
Farther Finance Advisors
California
$1.74K 37 -168 -82%