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Schwab 1-5 Year Corporate Bond ETF

120 hedge funds and large institutions have $347M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
33
Increased
28
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$434K 8,585 +111 +1%
WI
77
WBI Investments
New Jersey
$414K 8,321 +100 +1%
VA
78
Valmark Advisers
Ohio
$395K 7,823 +7,823 New
CIAS
79
CFS Investment Advisory Services
New Jersey
$382K 7,655 -205,310 -96%
SAM
80
Strategic Asset Management
Minnesota
$378K 7,472 +1,073 +17%
BTWM
81
Baker Tilly Wealth Management
Wisconsin
$362K 7,160 -11,465 -62%
MFA
82
Mayflower Financial Advisors
Massachusetts
$362K 7,167 +2,910 +68%
IWC
83
Integrated Wealth Concepts
Massachusetts
$345K 6,828 -915 -12%
MFGM
84
Marshall Financial Group (Maryland)
Maryland
$336K 6,645 +6,645 New
CA
85
Cetera Advisors
Colorado
$293K 5,800
RJFSA
86
Raymond James Financial Services Advisors
Florida
$276K 5,457 +262 +5%
Creative Planning
87
Creative Planning
Kansas
$274K 5,415 +5,415 New
SFO
88
Stokes Family Office
Louisiana
$267K 5,289 -1,348 -20%
AFP
89
Ausdal Financial Partners
Iowa
$262K 5,178 -3,153 -38%
CAM
90
Costello Asset Management
Pennsylvania
$258K 5,100
CCG
91
Capital CS Group
California
$246K 4,864 -212 -4%
ATWA
92
Arbor Trust Wealth Advisors
Michigan
$244K 4,825 -475 -9%
NFG
93
Next Financial Group
Texas
$229K 4,536 +1,150 +34%
OFG
94
OmniStar Financial Group
North Carolina
$222K 4,409 +4,409 New
PFS
95
Prospera Financial Services
Texas
$213K 4,208 +4,208 New
IA
96
IFP Advisors
Florida
$190K 3,773 -782 -17%
CPFP
97
Clear Perspectives Financial Planning
Ohio
$189K 3,742 -6,165 -62%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$130K 2,577 +1,718 +200%
RCC
99
Red Cedar Capital
Nebraska
$119K 2,354
ACA
100
Atlas Capital Advisors
Wyoming
$78.9K 1,560