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Schwab 1-5 Year Corporate Bond ETF

109 hedge funds and large institutions have $172M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+7
Holders Change %
+6.86%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
44
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GSEP
76
Golden State Equity Partners
California
$226K 9,288 +9,288 New
FFG
77
First Financial Group
North Carolina
$222K 9,100 +9,100 New
SAI
78
Savvy Advisors Inc
New York
$215K 8,804 +8,804 New
PCS
79
Private Client Services
Kentucky
$211K 8,641 +305 +4%
HFS
80
Heritage Financial Services
Massachusetts
$202K 8,290 +8,290 New
Morgan Stanley
81
Morgan Stanley
New York
$183K 7,520 +126 +2%
PA
82
Parallel Advisors
California
$146K 5,998
WSFS
83
Wilmington Savings Fund Society
Delaware
$132K 5,400
VWA
84
VSM Wealth Advisory
Maryland
$121K 4,973 +4,973 New
ACA
85
Aptus Capital Advisors
Alabama
$112K 4,602 +3,766 +450%
CF
86
Centaurus Financial
California
$102K 4,188
AA
87
Ancora Advisors
Ohio
$84K 3,446
SIC
88
Salem Investment Counselors
North Carolina
$54.2K 2,223 +2,223 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$51K 2,090
RFG
90
REAP Financial Group
Texas
$50.5K 2,073 +2,073 New
CAS
91
Coppell Advisory Solutions
Texas
$41.9K 1,720
CA
92
CoreCap Advisors
Michigan
$37.9K 1,553 -1 -0.1%
MCM
93
MAI Capital Management
Ohio
$32.9K 1,349 +1,349 New
AWM
94
Avior Wealth Management
Nebraska
$29.7K 1,220
William Blair & Company
95
William Blair & Company
Illinois
$27.6K 1,131 +1,131 New
AWM
96
AE Wealth Management
Kansas
$26.4K 1,084 +1,084 New
PFM
97
Phillips Financial Management
Indiana
$21.4K 876
WWP
98
WR Wealth Planners
Missouri
$18K 739 -153 -17%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$9.91K 406 +4 +1%
BIM
100
Breakwater Investment Management
Washington
$9.9K 406