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Schwab 1-5 Year Corporate Bond ETF

102 hedge funds and large institutions have $156M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
37
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$559K 22,552 +698 +3%
FSG
52
Financial Strategies Group
Michigan
$557K 45,232 +22,308 +97%
Osaic Holdings
53
Osaic Holdings
Arizona
$556K 22,412 +2,212 +11%
Creative Planning
54
Creative Planning
Kansas
$531K 21,396 +922 +5%
BAM
55
Berkshire Asset Management
Pennsylvania
$483K 20,008
HI
56
Harbour Investments
Wisconsin
$467K 18,816 +8 +0%
VDBMI
57
Van Den Berg Management I
Texas
$434K 17,496 +17,496 New
OMC
58
Old Mission Capital
Illinois
$428K 17,252 -58,952 -77%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$426K 17,172 +1,830 +12%
CKAIS
60
Christensen King & Associates Investment Services
Washington
$423K 17,034 -108 -0.6%
KWM
61
Kingsview Wealth Management
Oregon
$404K 16,268 -3,568 -18%
BCM
62
Brookstone Capital Management
Illinois
$390K 15,726 -12,190 -44%
HF
63
HRT Financial
New York
$389K 15,700 +15,700 New
LWM
64
Lodestone Wealth Management
Washington
$344K 13,870
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$335K 13,492
FFA
66
Farther Finance Advisors
California
$325K 13,106 +2,994 +30%
FFN
67
Focus Financial Network
Minnesota
$324K 13,062 +70 +0.5%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$322K 12,986 +226 +2%
SGAM
69
Stephens Group Asset Management
Arkansas
$311K 12,536 +12,536 New
PWM
70
Perigon Wealth Management
California
$304K 12,274 -114 -0.9%
FA
71
FDx Advisors
Illinois
$292K 11,754 -92 -0.8%
CFD
72
Creative Financial Designs
Indiana
$286K 11,530 -5,450 -32%
PGFC
73
Peapack-Gladstone Financial Corp
New Jersey
$278K 11,220 +11,220 New
Cerity Partners
74
Cerity Partners
New York
$274K 11,028 +11,028 New
WAM
75
Worth Asset Management
Texas
$273K 11,018