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Schwab 1-5 Year Corporate Bond ETF

90 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
33
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
76
Advisornet Financial
Minnesota
$35.8K 741 +19 +3%
MRCM
77
M&R Capital Management
New Jersey
$16.9K 350
PS
78
Principal Securities
Iowa
$16K 331 +331 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$14.9K 309 +309 New
UBS Group
80
UBS Group
Switzerland
$13.8K 285 +32 +13%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$11.5K 238
AWM
82
Able Wealth Management
New Jersey
$9.91K 205 +205 New
NS
83
NBC Securities
Alabama
$9K 202
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$8K 162
NCM
85
Northwest Capital Management
Oregon
$4.02K 83
BLC
86
Brown, Lisle/Cummings
Rhode Island
$3.92K 81
GWM
87
Geneos Wealth Management
Colorado
$2.71K 56 +56 New
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$1.91K 39 -1,810 -98%
FAM
89
Family Asset Management
South Carolina
$1.6K 33 -584 -95%
AF
90
Allworth Financial
California
$238 5 -99 -95%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$48 1
QWM
92
Quaker Wealth Management
New Jersey
-4,430 Closed
CFGS
93
Concourse Financial Group Securities
Alabama
-1,294 Closed
RFA
94
Resurgent Financial Advisors
Georgia
-679 Closed
WWP
95
WR Wealth Planners
Missouri
-644 Closed
US Bancorp
96
US Bancorp
Minnesota
-416 Closed
ACA
97
Aptus Capital Advisors
Alabama
-250 Closed
GWANC
98
Guardian Wealth Advisors (North Carolina)
North Carolina
-250 Closed
IPW
99
Impact Partnership Wealth
Georgia
-164 Closed
BlackRock
100
BlackRock
New York
-6 Closed