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Schwab 1-5 Year Corporate Bond ETF

92 hedge funds and large institutions have $199M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
19
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
76
Zullo Investment Group
Pennsylvania
$39.7K -$19K -812 -32%
ACA
77
Atlas Capital Advisors
Wyoming
$36.6K -$36.6K -1,560 -50%
NA
78
NewEdge Advisors
Louisiana
$35.4K +$35.4K +1,510 New
RIA
79
Realta Investment Advisors
Delaware
$23.4K
MRCM
80
M&R Capital Management
New Jersey
$16.4K
Morgan Stanley
81
Morgan Stanley
New York
$14K
PGAM
82
Princeton Global Asset Management
New Jersey
$12K +$12K +498 New
FFA
83
Farther Finance Advisors
California
$9.61K +$9.61K +410 New
AA
84
Ancora Advisors
Ohio
$9K
IHWM
85
Iron Horse Wealth Management
Iowa
$5K +$5K +194 New
SPIA
86
Steward Partners Investment Advisory
New York
$4.88K +$4.88K +208 New
BCM
87
Blume Capital Management
California
$4.69K -$933K -39,800 -100%
BlackRock
88
BlackRock
New York
$3.94K +$3.94K +168 New
BLC
89
Brown, Lisle/Cummings
Rhode Island
$3.8K
GRP
90
Global Retirement Partners
California
$2.72K -$6.33K -270 -70%
AWM
91
Avior Wealth Management
Nebraska
$515 -$1.22K -52 -70%
BWL
92
Bogart Wealth LLC
Virginia
$242
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$47
FCA
94
FLC Capital Advisors
California
-$4.48M -193,608 Closed
CC
95
Copperleaf Capital
North Carolina
-$2.04M -88,002 Closed
FNC
96
First National Corp
Massachusetts
-$823K -35,542 Closed
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
-$716K -30,946 Closed
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
-$623K -26,924 Closed
SBWIC
99
Schaper Benz & Wise Investment Counsel
Wisconsin
-$470K -20,300 Closed
LF
100
LifeSteps Financial
California
-$433K -18,714 Closed