SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

75 hedge funds and large institutions have $178M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 21 closing their positions.

Holders
75
Holders Change
-17
Holders Change %
-18.48%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$98.9M 2,079,134 +372 +0%
TC
2
TAP Consulting
Missouri
$8.93M 187,790 -4,737 -2%
IWC
3
Integrated Wealth Concepts
Massachusetts
$6.14M 129,083 +2,184 +2%
Bank of America
4
Bank of America
North Carolina
$6.06M 127,508 +5,796 +5%
Jane Street
5
Jane Street
New York
$5.51M 115,804 -144,328 -55%
BAM
6
Baldrige Asset Management
Pennsylvania
$4.86M 102,217 +914 +0.9%
FANJ
7
Financial Architects (New Jersey)
New Jersey
$4.4M 92,415 +7,770 +9%
MHR
8
Matthew Hamilton Rosenberg
$3.81M 80,203 +657 +0.8%
HPC
9
HM Payson & Co
Maine
$3.09M 65,000
BRWA
10
B. Riley Wealth Advisors
Florida
$3.04M 63,899 +1,534 +2%
C1AG
11
Client 1st Advisory Group
Florida
$2.44M 51,358 -19,477 -27%
KC
12
Kades & Cheifetz
Pennsylvania
$2.39M 50,146 +13,589 +37%
VST
13
Van Strum & Towne
California
$1.96M 41,290
CM
14
Columbus Macro
Pennsylvania
$1.81M 38,000
AWS
15
Atria Wealth Solutions
New York
$1.76M 36,935 -2,611 -7%
CST
16
Charles Schwab Trust
Nevada
$1.22M 25,695 -2,571 -9%
JCIA
17
Jackson Creek Investment Advisors
Colorado
$1.17M 24,646 +2,460 +11%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
Citadel Advisors
19
Citadel Advisors
Florida
$1.14M 24,050 +13,442 +127%
VA
20
Valmark Advisers
Ohio
$1.14M 24,039 +655 +3%
LAIC
21
Lederer & Associates Investment Counsel
California
$1.01M 21,311 -282 -1%
EL
22
Essex LLC
Illinois
$1M 21,380
KWM
23
Kingsview Wealth Management
Oregon
$920K 19,340 -3,588 -16%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$849K 17,856 -15,024 -46%
Mariner
25
Mariner
Kansas
$712K 14,969 +1,747 +13%