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Schwab 1-5 Year Corporate Bond ETF

90 hedge funds and large institutions have $214M invested in Schwab 1-5 Year Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+14
Holders Change %
+18.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
33
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$101M 2,079,771 +3,041 +0.1%
Bank of America
2
Bank of America
North Carolina
$7.87M 162,726 +38,649 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.57M 135,889 +123,068 +960%
MWM
4
Modera Wealth Management
New Jersey
$5.58M 115,266 +16,650 +17%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.54M 114,570 +114,570 New
CM
6
Columbus Macro
Pennsylvania
$5.25M 108,378 +108,378 New
GSWM
7
Greenup Street Wealth Management
Michigan
$4.62M 95,459 +90,909 +1,998%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.48M 92,676 +92,676 New
HighTower Advisors
9
HighTower Advisors
Illinois
$4.46M 92,176 -396 -0.4%
Jane Street
10
Jane Street
New York
$4.25M 87,790 -6,764 -7%
TC
11
TAP Consulting
Missouri
$4.2M 86,836 -102,297 -54%
HPC
12
HM Payson & Co
Maine
$3.63M 75,000
KC
13
Kades & Cheifetz
Pennsylvania
$3.6M 74,496 +12,947 +21%
BRWA
14
B. Riley Wealth Advisors
Florida
$3.3M 68,198 +3,070 +5%
EL
15
Essex LLC
Illinois
$3.14M 64,995 +44,830 +222%
LPL Financial
16
LPL Financial
California
$2.75M 56,940 +50,180 +742%
ACM
17
AlphaStar Capital Management
North Carolina
$2.7M 55,899 +4,647 +9%
MHR
18
Matthew Hamilton Rosenberg
$2.7M 55,833 -86 -0.2%
MWM
19
Meridian Wealth Management
Kentucky
$2.14M 44,298 +44,298 New
VST
20
Van Strum & Towne
California
$2.07M 42,885 -3,582 -8%
AFG
21
Altiora Financial Group
Ohio
$1.68M 34,710 +34,710 New
Mariner
22
Mariner
Kansas
$1.65M 34,121 +17,157 +101%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.59M 32,939 -11,707 -26%
BCM
24
Brookstone Capital Management
Illinois
$1.54M 31,733 +31,733 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.4M 28,979 +8,498 +41%