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Schwab 1-5 Year Corporate Bond ETF

89 hedge funds and large institutions have $216M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
35
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
76
Ancora Advisors
Ohio
$83.2K
IA
77
IFP Advisors
Florida
$56K -$1.35K -56 -2%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$55K
CAS
79
Coppell Advisory Solutions
Texas
$41.5K +$41.5K +1,720 New
SAM
80
Smartleaf Asset Management
Massachusetts
$39.5K -$78.4K -3,244 -67%
AF
81
Advisornet Financial
Minnesota
$35.8K
AWM
82
Avior Wealth Management
Nebraska
$29.5K +$29.5K +1,220 New
WWP
83
WR Wealth Planners
Missouri
$21.6K -$965 -40 -4%
BIM
84
Breakwater Investment Management
Washington
$9.8K
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$9.61K +$97 +4 +1%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$6.37K +$4.83K +200 +313%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$4K
BLC
88
Brown, Lisle/Cummings
Rhode Island
$3.91K
TWP
89
Triad Wealth Partners
Kansas
$94 +$94 +4 New
Morgan Stanley
90
Morgan Stanley
New York
$83
GSWM
91
Greenup Street Wealth Management
Michigan
-$4.97M -205,516 Closed
Citadel Advisors
92
Citadel Advisors
Florida
-$2.02M -83,772 Closed
CA
93
CoreCap Advisors
Michigan
-$68.9K -2,852 Closed
PS
94
Principal Securities
Iowa
-$16K -662 Closed
UBS Group
95
UBS Group
Switzerland
-$13.1K -544 Closed
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
-$11.5K -476 Closed
NS
97
NBC Securities
Alabama
-$9K -404 Closed
FAM
98
Family Asset Management
South Carolina
-$8.36K -346 Closed
LF
99
LifeSteps Financial
California
-$4.83K -200 Closed
NCM
100
Northwest Capital Management
Oregon
-$4.01K -166 Closed