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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 %
Charles Schwab
1
Charles Schwab
California
$92.2M 1,824,798 +89,962 +5%
5L
2
55I LLC
Massachusetts
$29.1M 574,757 -245,769 -30%
Jane Street
3
Jane Street
New York
$23.1M 456,287 +447,722 +5,227%
C1AG
4
Client 1st Advisory Group
Florida
$14.5M 287,346 -35,617 -11%
HGWM
5
Horst & Graben Wealth Management
Oregon
$13M 258,110 -31,427 -11%
WWG
6
West Wealth Group
California
$9.33M 184,595 +184,595 New
FCA
7
FLC Capital Advisors
California
$8.11M 160,345 +62,711 +64%
T
8
TCWP
Ohio
$7.28M 144,035 +144,035 New
CC
9
Copperleaf Capital
North Carolina
$7.23M 143,066 +30,885 +28%
AWM
10
AE Wealth Management
Kansas
$7.03M 139,153 -33,778 -20%
VFM
11
Vivid Financial Management
California
$6.47M 128,037 -38,911 -23%
OWA
12
One Wealth Advisors
California
$5.67M 112,203 -11,945 -10%
PWA
13
Physician Wealth Advisors
Utah
$5.43M 107,972 -23,722 -18%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$5.01M 99,108 -3,259 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.64M 91,717 +4,379 +5%
CWA
16
Clearview Wealth Advisors
Oregon
$4.53M 89,542 -34,839 -28%
KFS
17
Kaizen Financial Strategies
California
$4.24M 83,908 +7,439 +10%
AAS
18
Ameritas Advisory Services
Nebraska
$4.14M 81,880 +81,880 New
T
19
TNF
Montana
$4.01M 79,869 +2,510 +3%
APW
20
Austin Private Wealth
Texas
$4M 79,091 -35,065 -31%
SFS
21
Security Financial Services
Indiana
$3.57M 70,543 +70,543 New
GGI
22
GPM Growth Investors
Michigan
$3.48M 68,815 -5,718 -8%
SPAS
23
Spectrum Planning & Advisory Services
California
$3.13M 61,909 -27,800 -31%
SWA
24
Stratos Wealth Advisors
Ohio
$3.13M 61,849 -19,714 -24%
BRWA
25
B. Riley Wealth Advisors
Florida
$2.75M 54,289 +2,758 +5%