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Schwab 1-5 Year Corporate Bond ETF

90 hedge funds and large institutions have $215M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
35
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$454K -$387 -16 -0.1%
CS
52
Crescent Sterling
Louisiana
$417K +$16.1K +668 +4%
CKAIS
53
Christensen King & Associates Investment Services
Washington
$415K -$12.3K -510 -3%
CFD
54
Creative Financial Designs
Indiana
$412K +$2.56K +106 +0.6%
Creative Planning
55
Creative Planning
Kansas
$400K -$171K -7,060 -30%
AWM
56
Axxcess Wealth Management
California
$399K -$32.4K -1,342 -8%
CAAS
57
Capital Asset Advisory Services
Michigan
$397K -$32.3K -1,342 -8%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$361K +$1.74K +72 +0.5%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$357K +$27.9K +1,154 +8%
LWM
60
Lodestone Wealth Management
Washington
$335K
AAS
61
Avantax Advisory Services
Texas
$333K +$6.28K +260 +2%
FFN
62
Focus Financial Network
Minnesota
$308K -$43K -1,800 -12%
PWM
63
Perigon Wealth Management
California
$296K +$296K +12,244 New
FA
64
FDx Advisors
Illinois
$287K +$54.2K +2,242 +23%
WAM
65
Worth Asset Management
Texas
$271K -$174K -7,198 -39%
FFA
66
Farther Finance Advisors
California
$265K -$346K -14,396 -57%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$263K -$9.18K -380 -3%
CIA
68
Cape Investment Advisory
Georgia
$254K +$338 +14 +0.1%
CFS
69
Coordinated Financial Services
Colorado
$240K +$240K +9,916 New
DAS
70
Dynamic Advisor Solutions
Arizona
$210K
PA
71
Parallel Advisors
California
$160K -$30.2K -1,248 -16%
SAM
72
Smartleaf Asset Management
Massachusetts
$118K +$73.5K +3,040 +165%
AA
73
Ancora Advisors
Ohio
$83.3K
CA
74
CoreCap Advisors
Michigan
$68.9K +$68.9K +2,852 New
IA
75
IFP Advisors
Florida
$57.4K -$54.3K -2,248 -49%