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Schwab 1-5 Year Corporate Bond ETF

102 hedge funds and large institutions have $156M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
37
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
76
Mayflower Financial Advisors
Massachusetts
$233K +$233K +9,378 New
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$225K -$1.14M
DAS
78
Dynamic Advisor Solutions
Arizona
$215K
PCS
79
Private Client Services
Kentucky
$207K +$207K +8,336 New
CS
80
Crescent Sterling
Louisiana
$202K -$108K -4,356 -35%
Morgan Stanley
81
Morgan Stanley
New York
$183K +$183K +7,392 +369,600%
PA
82
Parallel Advisors
California
$149K -$10K -404 -6%
WSFS
83
Wilmington Savings Fund Society
Delaware
$134K +$134K +5,400 New
CF
84
Centaurus Financial
California
$104K
AA
85
Ancora Advisors
Ohio
$85.5K
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$52K -$4.98K -200 -9%
CAS
87
Coppell Advisory Solutions
Texas
$42.7K
CA
88
CoreCap Advisors
Michigan
$38.5K +$38.5K +1,554 New
AF
89
Advisornet Financial
Minnesota
$36.7K
AWM
90
Avior Wealth Management
Nebraska
$30.3K
WWP
91
WR Wealth Planners
Missouri
$22.1K -$50 -2 -0.2%
PFM
92
Phillips Financial Management
Indiana
$21.7K +$21.7K +876 New
ACA
93
Aptus Capital Advisors
Alabama
$10.4K +$10.4K +836 New
BIM
94
Breakwater Investment Management
Washington
$10.1K
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$9.95K +$99 +4 +1%
US Bancorp
96
US Bancorp
Minnesota
$5.95K +$5.95K +240 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$4K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$3.69K -$2.89K -116 -44%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$1.44K +$1.44K +58 New
BlackRock
100
BlackRock
New York
$794 +$794 +32 New