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Schwab 1-5 Year Corporate Bond ETF

89 hedge funds and large institutions have $216M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
35
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$488K 20,200 -3,208 -14%
BAM
52
Berkshire Asset Management
Pennsylvania
$483K 20,008 +20,008 New
KWM
53
Kingsview Wealth Management
Oregon
$479K 19,836 -2,418 -11%
HI
54
Harbour Investments
Wisconsin
$454K 18,808 +8 +0%
CKAIS
55
Christensen King & Associates Investment Services
Washington
$414K 17,142 -22 -0.1%
CFD
56
Creative Financial Designs
Indiana
$410K 16,980 -74 -0.4%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$370K 15,342 +4,474 +41%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$363K 15,036 +106 +0.7%
AAS
59
Avantax Advisory Services
Texas
$354K 14,684 +916 +7%
CAAS
60
Capital Asset Advisory Services
Michigan
$351K 14,502 -2,012 -12%
AWM
61
Axxcess Wealth Management
California
$350K 14,502 -2,012 -12%
LWM
62
Lodestone Wealth Management
Washington
$335K 13,870
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$326K 13,492 -1,274 -9%
FFN
64
Focus Financial Network
Minnesota
$316K 12,992 +98 +0.8%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$308K 12,760 -150,458 -92%
CS
66
Crescent Sterling
Louisiana
$302K 12,518 -4,718 -27%
PWM
67
Perigon Wealth Management
California
$299K 12,388 +144 +1%
FA
68
FDx Advisors
Illinois
$286K 11,846 -34 -0.3%
CFS
69
Coordinated Financial Services
Colorado
$281K 11,640 +1,724 +17%
WAM
70
Worth Asset Management
Texas
$266K 11,018 -178 -2%
FFA
71
Farther Finance Advisors
California
$243K 10,112 -912 -8%
GSEP
72
Golden State Equity Partners
California
$224K 9,288 +9,288 New
DAS
73
Dynamic Advisor Solutions
Arizona
$210K 8,682
PA
74
Parallel Advisors
California
$155K 6,402 -230 -3%
CF
75
Centaurus Financial
California
$101K 4,188 +4,188 New