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Schwab 1-5 Year Corporate Bond ETF

90 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
33
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAM
51
Worth Asset Management
Texas
$445K 9,197 +995 +12%
CAAS
52
Capital Asset Advisory Services
Michigan
$432K 8,928 -2,055 -19%
AWM
53
Axxcess Wealth Management
California
$432K 8,928 -2,055 -19%
CKAIS
54
Christensen King & Associates Investment Services
Washington
$428K 8,837 +8,837 New
CFD
55
Creative Financial Designs
Indiana
$410K 8,474 -3,370 -28%
CS
56
Crescent Sterling
Louisiana
$401K 8,284 +144 +2%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$359K 7,429 +64 +0.9%
FFN
58
Focus Financial Network
Minnesota
$355K 7,347 +146 +2%
LWM
59
Lodestone Wealth Management
Washington
$336K 6,935 -679 -9%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$329K 6,806 -1,474 -18%
AAS
61
Avantax Advisory Services
Texas
$327K 6,754 +1,085 +19%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$272K 5,624 -4,439 -44%
CIA
63
Cape Investment Advisory
Georgia
$254K 5,257 +1,675 +47%
CA
64
Cetera Advisors
Colorado
$243K 5,025 +5,025 New
FA
65
FDx Advisors
Illinois
$233K 4,819 +4,819 New
GSEP
66
Golden State Equity Partners
California
$226K 4,670 +4,670 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$222K 4,598 +4,598 New
DAS
68
Dynamic Advisor Solutions
Arizona
$209K 4,341
MHB
69
Midwest Heritage Bank
Iowa
$207K 4,276 -32 -0.7%
PA
70
Parallel Advisors
California
$191K 3,940 +3,940 New
IA
71
IFP Advisors
Florida
$112K 2,311 +156 +7%
CF
72
Centaurus Financial
California
$101K 2,094 +2,094 New
AA
73
Ancora Advisors
Ohio
$83.4K 1,723
CAS
74
Coppell Advisory Solutions
Texas
$46.1K 953 +953 New
SAM
75
Smartleaf Asset Management
Massachusetts
$44.4K 919 +919 New