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Schwab 1-5 Year Corporate Bond ETF

91 hedge funds and large institutions have $234M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 37 closing their positions.

Holders
91
Holders Change
-29
Holders Change %
-24.17%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
12
Increased
25
Reduced
43
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$91.2M 1,878,852 +54,054 +3%
Jane Street
2
Jane Street
New York
$42.5M 875,654 +419,367 +92%
C1AG
3
Client 1st Advisory Group
Florida
$10.6M 218,698 -68,648 -24%
FCA
4
FLC Capital Advisors
California
$8.76M 180,398 +20,053 +13%
CC
5
Copperleaf Capital
North Carolina
$7.08M 145,716 +2,650 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$6.09M 125,462 +84,357 +205%
FANJ
7
Financial Architects (New Jersey)
New Jersey
$4.78M 98,444 -664 -0.7%
TC
8
TAP Consulting
Missouri
$4.24M 87,397 +35,608 +69%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.48M 71,592 -20,125 -22%
KFS
10
Kaizen Financial Strategies
California
$3.44M 70,899 -13,009 -16%
FNC
11
First National Corp
Massachusetts
$2.74M 56,388 +23,330 +71%
BRWA
12
B. Riley Wealth Advisors
Florida
$2.74M 56,348 +2,059 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.55M 52,480 -1,753 -3%
VST
14
Van Strum & Towne
California
$2.07M 42,627 +127 +0.3%
SBWIC
15
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.01M 41,340 -1,000 -2%
CST
16
Charles Schwab Trust
Nevada
$1.81M 37,366 +6,582 +21%
AWM
17
AE Wealth Management
Kansas
$1.76M 36,255 -102,898 -74%
AAS
18
Ameritas Advisory Services
Nebraska
$1.67M 34,321 -47,559 -58%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.64M 33,824 +12,926 +62%
BAM
20
Baldrige Asset Management
Pennsylvania
$1.59M 32,807 +32,807 New
OMC
21
Old Mission Capital
Illinois
$1.5M 30,912 +2,419 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.41M 29,123 +13,288 +84%
CFA
23
Cahill Financial Advisors
Minnesota
$1.31M 27,009 -1,059 -4%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
LAIC
25
Lederer & Associates Investment Counsel
California
$1.25M 25,760 -1,687 -6%