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Schwab 1-5 Year Corporate Bond ETF

85 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
11
Increased
19
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$91.2M 1,921,132 +42,280 +2%
Jane Street
2
Jane Street
New York
$31.5M 663,083 -212,571 -24%
TC
3
TAP Consulting
Missouri
$9.13M 192,237 +104,840 +120%
FCA
4
FLC Capital Advisors
California
$7.97M 167,784 -12,614 -7%
AWS
5
Atria Wealth Solutions
New York
$6.19M 130,264 +130,264 New
CC
6
Copperleaf Capital
North Carolina
$6.15M 129,411 -16,305 -11%
BAM
7
Baldrige Asset Management
Pennsylvania
$4.96M 104,474 +71,667 +218%
C1AG
8
Client 1st Advisory Group
Florida
$4.72M 99,396 -119,302 -55%
IWC
9
Integrated Wealth Concepts
Massachusetts
$4.56M 95,968 +95,968 New
KFS
10
Kaizen Financial Strategies
California
$3.36M 70,807 -92 -0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$2.83M 59,612 -65,850 -52%
BRWA
12
B. Riley Wealth Advisors
Florida
$2.83M 59,531 +3,183 +6%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.53M 53,355 +875 +2%
VST
14
Van Strum & Towne
California
$2.02M 42,627
OMC
15
Old Mission Capital
Illinois
$1.98M 41,763 +10,851 +35%
CST
16
Charles Schwab Trust
Nevada
$1.73M 36,384 -982 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.51M 31,830 +2,707 +9%
SBWIC
18
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.38M 28,950 -12,390 -30%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.3M 27,288 -44,304 -62%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
KWM
21
Kingsview Wealth Management
Oregon
$1.18M 24,940 +357 +1%
LAIC
22
Lederer & Associates Investment Counsel
California
$1.16M 24,523 -1,237 -5%
CFA
23
Cahill Financial Advisors
Minnesota
$1.14M 24,047 -2,962 -11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.07M 22,441 -11,383 -34%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.06M 22,258 +7,078 +47%