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Schwab 1-5 Year Corporate Bond ETF

102 hedge funds and large institutions have $156M invested in Schwab 1-5 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
37
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.39M 189,219 +3,953 +2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.36M 168,413 +3,934 +2%
TC
3
TAP Consulting
Missouri
$8.15M 164,357 +8,740 +6%
Bank of America
4
Bank of America
North Carolina
$7.58M 152,739 -13,364 -8%
CM
5
Columbus Macro
Pennsylvania
$7.31M 192,677 +43,376 +29%
MWM
6
Meridian Wealth Management
Kentucky
$7.26M 146,296 +146,296 New
WWWM
7
White Wing Wealth Management
Texas
$7M 141,152 +4,944 +4%
MWM
8
Modera Wealth Management
New Jersey
$5.29M 106,669 -1,466 -1%
KC
9
Kades & Cheifetz
Pennsylvania
$4.27M 86,099 +2,672 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.03M 81,161 -3,065 -4%
LPL Financial
11
LPL Financial
California
$3.93M 79,121 +7,814 +11%
Citadel Advisors
12
Citadel Advisors
Florida
$3.92M 79,001 +79,001 New
HPC
13
HM Payson & Co
Maine
$3.72M 75,000
ACM
14
AlphaStar Capital Management
North Carolina
$3.61M 72,796 +4,512 +7%
BRWA
15
B. Riley Wealth Advisors
Florida
$3.58M 72,148 -726 -1%
IWC
16
Integrated Wealth Concepts
Massachusetts
$3.35M 67,433 +6,899 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.21M 64,665 +15,661 +32%
EL
18
Essex LLC
Illinois
$3.19M 64,395
Mariner
19
Mariner
Kansas
$3.07M 61,906 +8,956 +17%
CIA
20
Cape Investment Advisory
Georgia
$2.98M 60,024 +30,194 +101%
SW
21
SlateStone Wealth
Florida
$2.91M 58,618 +58,618 New
MHR
22
Matthew Hamilton Rosenberg
$2.76M 55,550 -488 -0.9%
PPH
23
Pure Portfolios Holdings
Oregon
$2.64M 53,235 +53,235 New
VST
24
Van Strum & Towne
California
$2.62M 52,760 +6,400 +14%
JCIA
25
Jackson Creek Investment Advisors
Colorado
$1.96M 39,590 +4,278 +12%