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Schwab 1-5 Year Corporate Bond ETF

89 hedge funds and large institutions have $216M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
35
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$83.3M 1,725,179 +44,647 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.94M 185,266 +1,143 +0.6%
Bank of America
3
Bank of America
North Carolina
$8.02M 166,103 +4,734 +3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.94M 164,479 -3,188 -2%
TC
5
TAP Consulting
Missouri
$7.51M 155,617 +13,146 +9%
CM
6
Columbus Macro
Pennsylvania
$7.21M 149,301 -3,042 -2%
WWWM
7
White Wing Wealth Management
Texas
$6.58M 136,208 +51,157 +60%
MWM
8
Modera Wealth Management
New Jersey
$5.22M 108,135 -2,843 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.07M 84,226 -5,792 -6%
KC
10
Kades & Cheifetz
Pennsylvania
$4.03M 83,427 -763 -0.9%
Jane Street
11
Jane Street
New York
$3.77M 78,001 +16,323 +26%
HPC
12
HM Payson & Co
Maine
$3.62M 75,000
BRWA
13
B. Riley Wealth Advisors
Florida
$3.52M 72,874 +7,746 +12%
LPL Financial
14
LPL Financial
California
$3.44M 71,307 +1,996 +3%
ACM
15
AlphaStar Capital Management
North Carolina
$3.3M 68,284 +4,230 +7%
EL
16
Essex LLC
Illinois
$3.11M 64,395 -980 -1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.92M 60,534 +22,205 +58%
MHR
18
Matthew Hamilton Rosenberg
$2.69M 56,038 +1,070 +2%
Mariner
19
Mariner
Kansas
$2.56M 52,950 +10,085 +24%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.37M 49,004 +12,773 +35%
VST
21
Van Strum & Towne
California
$2.24M 46,360 +4,325 +10%
CPP
22
Capasso Planning Partners
South Carolina
$2.05M 42,375 +42,375 New
OMC
23
Old Mission Capital
Illinois
$1.84M 38,102 +2,696 +8%
JCIA
24
Jackson Creek Investment Advisors
Colorado
$1.71M 35,312 +7,648 +28%
AFG
25
Altiora Financial Group
Ohio
$1.68M 34,710