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Schwab 1-5 Year Corporate Bond ETF

90 hedge funds and large institutions have $215M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
35
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$81.2M 1,680,532 -399,239 -19%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.9M 184,123 +48,234 +35%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.1M 167,667 +53,097 +46%
Bank of America
4
Bank of America
North Carolina
$7.8M 161,369 -1,357 -0.8%
CM
5
Columbus Macro
Pennsylvania
$7.36M 152,343 +43,965 +41%
TC
6
TAP Consulting
Missouri
$6.89M 142,471 +55,635 +64%
MWM
7
Modera Wealth Management
New Jersey
$5.36M 110,978 -4,288 -4%
CA
8
Cetera Advisors
Colorado
$5.13M 106,247 +101,222 +2,014%
GSWM
9
Greenup Street Wealth Management
Michigan
$4.97M 102,758 +7,299 +8%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.35M 90,018 -2,158 -2%
WWWM
11
White Wing Wealth Management
Texas
$4.09M 85,051 +85,051 New
KC
12
Kades & Cheifetz
Pennsylvania
$4.07M 84,190 +9,694 +13%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$3.94M 81,609 +81,570 +209,154%
HPC
14
HM Payson & Co
Maine
$3.62M 75,000
LPL Financial
15
LPL Financial
California
$3.35M 69,311 +12,371 +22%
EL
16
Essex LLC
Illinois
$3.16M 65,375 +380 +0.6%
ACM
17
AlphaStar Capital Management
North Carolina
$3.1M 64,054 +8,155 +15%
BRWA
18
B. Riley Wealth Advisors
Florida
$3.06M 65,128 -3,070 -5%
Jane Street
19
Jane Street
New York
$2.98M 61,678 -26,112 -30%
MHR
20
Matthew Hamilton Rosenberg
$2.64M 54,968 -865 -2%
Mariner
21
Mariner
Kansas
$2.07M 42,865 +8,744 +26%
VST
22
Van Strum & Towne
California
$2.03M 42,035 -850 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$2.02M 41,886 +41,886 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$1.85M 38,329 +5,390 +16%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.75M 36,231 +7,252 +25%