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Schwab 1-5 Year Corporate Bond ETF

82 hedge funds and large institutions have $184M invested in Schwab 1-5 Year Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
16
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$96.1M 2,075,840 +154,708 +8%
TC
2
TAP Consulting
Missouri
$8.82M 190,384 -1,853 -1%
AWS
3
Atria Wealth Solutions
New York
$6.59M 142,243 +11,979 +9%
BAM
4
Baldrige Asset Management
Pennsylvania
$6.13M 132,388 +27,914 +27%
FCA
5
FLC Capital Advisors
California
$4.48M 96,804 -70,980 -42%
FANJ
6
Financial Architects (New Jersey)
New Jersey
$4.47M 96,483 +96,483 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$4.27M 92,182 -3,786 -4%
C1AG
8
Client 1st Advisory Group
Florida
$4.25M 91,674 -7,722 -8%
KFS
9
Kaizen Financial Strategies
California
$3.37M 72,748 +1,941 +3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.01M 65,009 +42,568 +190%
MHR
11
Matthew Hamilton Rosenberg
$2.88M 62,179 +62,179 New
BRWA
12
B. Riley Wealth Advisors
Florida
$2.74M 59,199 -332 -0.6%
Jane Street
13
Jane Street
New York
$2.71M 58,595 -604,488 -91%
RC
14
Roundview Capital
New Jersey
$2.47M 53,283 +33,630 +171%
CC
15
Copperleaf Capital
North Carolina
$2.04M 44,001 -85,410 -66%
VST
16
Van Strum & Towne
California
$1.9M 41,000 -1,627 -4%
Bank of America
17
Bank of America
North Carolina
$1.41M 30,451 +11,782 +63%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.39M 30,016 -1,814 -6%
CST
19
Charles Schwab Trust
Nevada
$1.28M 27,620 -8,764 -24%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.23M 26,612 -676 -2%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
KWM
22
Kingsview Wealth Management
Oregon
$1.16M 24,961 +21 +0.1%
LAIC
23
Lederer & Associates Investment Counsel
California
$1.02M 22,014 -2,509 -10%
VA
24
Valmark Advisers
Ohio
$1.01M 21,841 +1,894 +9%
MML Investors Services
25
MML Investors Services
Massachusetts
$974K 21,039 -1,219 -5%