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Schwab 1-5 Year Corporate Bond ETF

76 hedge funds and large institutions have $169M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$97.5M 2,076,730 -2,362 -0.1%
TC
2
TAP Consulting
Missouri
$8.88M 189,133 +4,126 +2%
Bank of America
3
Bank of America
North Carolina
$5.83M 124,077 +11,328 +10%
MWM
4
Modera Wealth Management
New Jersey
$4.63M 98,616 -195 -0.2%
Jane Street
5
Jane Street
New York
$4.44M 94,554 -21,522 -19%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.35M 92,572 +92,572 New
HPC
7
HM Payson & Co
Maine
$3.52M 75,000
BRWA
8
B. Riley Wealth Advisors
Florida
$3.06M 65,128 -1,083 -2%
KC
9
Kades & Cheifetz
Pennsylvania
$2.89M 61,549 +10,847 +21%
MHR
10
Matthew Hamilton Rosenberg
$2.63M 55,919 -5,201 -9%
ACM
11
AlphaStar Capital Management
North Carolina
$2.41M 51,252 +51,252 New
VST
12
Van Strum & Towne
California
$2.18M 46,467 +627 +1%
IWC
13
Integrated Wealth Concepts
Massachusetts
$2.1M 44,646 -17,438 -28%
C1AG
14
Client 1st Advisory Group
Florida
$1.31M 27,822 -14,823 -35%
CFS
15
Cannon Financial Strategists
Georgia
$1.27M 27,078 +18,839 +229%
CST
16
Charles Schwab Trust
Nevada
$1.25M 26,696 +889 +3%
JCIA
17
Jackson Creek Investment Advisors
Colorado
$1.17M 24,945 +24 +0.1%
VA
18
Valmark Advisers
Ohio
$1.13M 24,124
CFA
19
Cahill Financial Advisors
Minnesota
$1.13M 24,099 +1,613 +7%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
Osaic Holdings
21
Osaic Holdings
Arizona
$980K 20,872 +10,139 +94%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$962K 20,481 +11,026 +117%
EL
23
Essex LLC
Illinois
$947K 20,165 -130 -0.6%
UCFA
24
United Capital Financial Advisors
Texas
$866K 18,430 -1,350 -7%
Mariner
25
Mariner
Kansas
$797K 16,964 +3,061 +22%