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Schwab 1-5 Year Corporate Bond ETF

28 hedge funds and large institutions have $44.8M invested in Schwab 1-5 Year Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+9
Holders Change %
+47.37%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$24.3M 473,715 -415,291 -47%
FANJ
2
Financial Architects (New Jersey)
New Jersey
$3.76M 73,211 +18,789 +35%
WCM
3
Washburn Capital Management
Florida
$3.27M 63,676 +22,280 +54%
PWA
4
Physician Wealth Advisors
Utah
$2.97M 57,927 +57,927 New
Jane Street
5
Jane Street
New York
$1.9M 37,055 +3,506 +10%
T
6
TRUADVICE
Florida
$1.71M 33,227 +33,227 New
CST
7
Charles Schwab Trust
Nevada
$1.05M 20,411 +9,503 +87%
FTUS
8
Flow Traders U.S.
New York
$837K 16,303 +16,303 New
LAIC
9
Lederer & Associates Investment Counsel
California
$710K 13,821 +6,742 +95%
KWM
10
Kingsview Wealth Management
Oregon
$633K 12,315 +2,795 +29%
HighTower Advisors
11
HighTower Advisors
Illinois
$530K 10,323 +2,238 +28%
MCP
12
Mirador Capital Partners
California
$474K 9,232 +9,232 New
SAM
13
Smithbridge Asset Management
Pennsylvania
$420K 8,180 +8,180 New
Citadel Advisors
14
Citadel Advisors
Florida
$392K 7,629 -3,799 -33%
Bank of America
15
Bank of America
North Carolina
$345K 6,725 +565 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$308K 6,001 +6,001 New
ATWA
17
Arbor Trust Wealth Advisors
Michigan
$288K 5,600
WP
18
WealthPLAN Partners
Nebraska
$250K 4,866 +4,866 New
CSIA
19
Charles Schwab Investment Advisory
California
$220K 4,289 +4,289 New
VA
20
Valmark Advisers
Ohio
$212K 4,134 +4,134 New
IA
21
IFP Advisors
Florida
$103K 2,009 +8 +0.4%
LS
22
Leelyn Smith
Illinois
$25K 484
AWM
23
Avior Wealth Management
Nebraska
$18K 352 +352 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$17K 323
SFSIG
25
San Francisco Sentry Investment Group
California
$16K 310