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Schwab 1-5 Year Corporate Bond ETF

71 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$98.3M 2,079,092 -42 -0%
TC
2
TAP Consulting
Missouri
$8.75M 185,007 -2,783 -1%
Jane Street
3
Jane Street
New York
$5.49M 116,076 +272 +0.2%
Bank of America
4
Bank of America
North Carolina
$5.33M 112,749 -14,759 -12%
MWM
5
Modera Wealth Management
New Jersey
$4.67M 98,811 +98,811 New
FANJ
6
Financial Architects (New Jersey)
New Jersey
$4.37M 92,421 +6 +0%
HPC
7
HM Payson & Co
Maine
$3.55M 75,000 +10,000 +15%
BRWA
8
B. Riley Wealth Advisors
Florida
$3.13M 66,211 +2,312 +4%
IWC
9
Integrated Wealth Concepts
Massachusetts
$2.93M 62,084 -66,999 -52%
MHR
10
Matthew Hamilton Rosenberg
$2.89M 61,120 -19,083 -24%
KC
11
Kades & Cheifetz
Pennsylvania
$2.4M 50,702 +556 +1%
VST
12
Van Strum & Towne
California
$2.17M 45,840 +4,550 +11%
C1AG
13
Client 1st Advisory Group
Florida
$2.02M 42,645 -8,713 -17%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.41M 29,795 +29,795 New
CST
15
Charles Schwab Trust
Nevada
$1.22M 25,807 +112 +0.4%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
JCIA
17
Jackson Creek Investment Advisors
Colorado
$1.18M 24,921 +275 +1%
VA
18
Valmark Advisers
Ohio
$1.14M 24,124 +85 +0.4%
CFA
19
Cahill Financial Advisors
Minnesota
$1.06M 22,486 +9,464 +73%
EL
20
Essex LLC
Illinois
$959K 20,295 -1,085 -5%
UCFA
21
United Capital Financial Advisors
Texas
$935K 19,780 +11,464 +138%
LAIC
22
Lederer & Associates Investment Counsel
California
$879K 18,591 -2,720 -13%
Creative Planning
23
Creative Planning
Kansas
$839K 17,759 +8,007 +82%
Mariner
24
Mariner
Kansas
$657K 13,903 -1,066 -7%
MA
25
Mutual Advisors
Nebraska
$635K 13,440 +13,440 New