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Schwab 1-5 Year Corporate Bond ETF

120 hedge funds and large institutions have $347M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
33
Increased
28
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SPA
101
Shore Point Advisors
New Jersey
$70K 1,384 +1,384 New
PFA
102
Professional Financial Advisors
Nebraska
$69K 1,356 +1,356 New
SL
103
Savior LLC
Massachusetts
$52K 1,024 -900 -47%
BlackRock
104
BlackRock
New York
$48K 955 -529 -36%
GEA
105
Glen Eagle Advisors
New Jersey
$41.5K 821 +821 New
ZIG
106
Zullo Investment Group
Pennsylvania
$36K 715 +715 New
Morgan Stanley
107
Morgan Stanley
New York
$33K 643 +222 +53%
FA
108
Fortis Advisors
Pennsylvania
$31K 606 -663 -52%
AWM
109
Avior Wealth Management
Nebraska
$11K 219 -78 -26%
AA
110
Ancora Advisors
Ohio
$10K 194
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$9K 183 +183 New
SFM
112
Signet Financial Management
New Jersey
$8K 161 +161 New
UBS Group
113
UBS Group
Switzerland
$7K 137 -806 -85%
EVM
114
Eaton Vance Management
Massachusetts
$7K 140
SWM
115
Spire Wealth Management
Virginia
$4K 84 +84 New
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$3.84K 76
BIA
117
Bell Investment Advisors
California
$3K 55
CWM
118
CCG Wealth Management
California
-93,818 Closed
NAG
119
Northstar Advisory Group
New Jersey
-89,709 Closed
IWS
120
Insight Wealth Strategies
California
-21,984 Closed
WP
121
WealthPLAN Partners
Nebraska
-12,622 Closed
DAS
122
Dynamic Advisor Solutions
Arizona
-12,211 Closed
SIM
123
Stratos Investment Management
Ohio
-4,351 Closed
BAM
124
Barrett Asset Management
New York
-1,500 Closed
GI
125
Gradient Investments
Minnesota
-945 Closed