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Schwab 1-5 Year Corporate Bond ETF

85 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
19
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
76
Ancora Advisors
Ohio
$9K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$5K -$7.93K -330 -61%
OLVIG
78
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$3.33K +148 +200%
MRCM
79
M&R Capital Management
New Jersey
$5K +$5K +212 New
BA
80
Ballast Advisors
Minnesota
$3K +$3K +128 New
HI
81
Hudock Inc
Pennsylvania
$2K +$2K +108 New
RIM
82
Rockbridge Investment Management
New York
$1.81K +$380 +16 +27%
AWM
83
Avior Wealth Management
Nebraska
$1K
CIAS
84
CFS Investment Advisory Services
New Jersey
-$3K -334,384 Closed
FANJ
85
Financial Architects (New Jersey)
New Jersey
-$4.78M -196,888 Closed
AAS
86
Ameritas Advisory Services
Nebraska
-$1.67M -68,642 Closed
HGWM
87
Horst & Graben Wealth Management
Oregon
-$927K -38,172 Closed
WI
88
WBI Investments
New Jersey
-$533K -22,382 Closed
FAIM
89
Financial Advocates Investment Management
Washington
-$520K -21,398 Closed
HighTower Advisors
90
HighTower Advisors
Illinois
-$406K -16,688 Closed
5L
91
55I LLC
Massachusetts
-$326K -13,416 Closed
RJFSA
92
Raymond James Financial Services Advisors
Florida
-$298K -12,280 Closed
FI
93
FIDELIS iM
Oregon
-$265K -10,932 Closed
RFN
94
RDA Financial Network
Iowa
-$212K -8,746 Closed
SWA
95
Stratos Wealth Advisors
Ohio
-$210K -8,646 Closed
CPFP
96
Clear Perspectives Financial Planning
Ohio
-$95K -3,916 Closed
PFA
97
Professional Financial Advisors
Nebraska
-$41K -1,694 Closed
BlackRock
98
BlackRock
New York
-$7K -268 Closed
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
-$3.69K -152 Closed