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Schwab 1-5 Year Corporate Bond ETF

78 hedge funds and large institutions have $352M invested in Schwab 1-5 Year Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.36%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
9
Increased
58
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$84.8M 1,656,999 +85,081 +5%
5L
2
55I LLC
Massachusetts
$51.8M 1,012,495 +333,511 +49%
CFG
3
Cooper Financial Group
California
$18.9M 369,171 +14,103 +4%
HGWM
4
Horst & Graben Wealth Management
Oregon
$17.9M 349,192 +91,174 +35%
C1AG
5
Client 1st Advisory Group
Florida
$14.5M 283,022 +205,603 +266%
AWM
6
AE Wealth Management
Kansas
$11.4M 222,437 +73,744 +50%
PWA
7
Physician Wealth Advisors
Utah
$9.22M 179,794 +113,614 +172%
VFM
8
Vivid Financial Management
California
$8.97M 175,302 +112,297 +178%
CWA
9
Clearview Wealth Advisors
Oregon
$8.72M 170,335 +27,644 +19%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.37M 143,929 +8,875 +7%
APW
11
Austin Private Wealth
Texas
$7.21M 140,953 +384 +0.3%
CC
12
Copperleaf Capital
North Carolina
$6.82M 133,209 +7,015 +6%
OWA
13
One Wealth Advisors
California
$6.38M 124,698 +40,331 +48%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.09M 118,925 -28,127 -19%
SPAS
15
Spectrum Planning & Advisory Services
California
$6.05M 118,296 +9,688 +9%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$5.52M 107,783 +7,688 +8%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$5.17M 101,099 +15,114 +18%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.14M 100,499 +63,114 +169%
SWA
19
Stratos Wealth Advisors
Ohio
$5.12M 100,103 +55,872 +126%
FCA
20
FLC Capital Advisors
California
$4.93M 96,361 +43,995 +84%
GGI
21
GPM Growth Investors
Michigan
$3.7M 72,319 +2,237 +3%
CF
22
Centaurus Financial
California
$3.26M 63,625 +30,780 +94%
AF
23
Advisornet Financial
Minnesota
$3.09M 60,460 +35,624 +143%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$2.68M 52,286 +15,835 +43%
BRWA
25
B. Riley Wealth Advisors
Florida
$2.66M 52,006 -880 -2%