Institutional Investors Adjust Positions in Schwab 1-5 Year Corporate Bond ETF
1 report, 1 independent
Updated Sun 00:00
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What happened
Various institutional investors made changes to their holdings in the Schwab 1-5 Year Corporate Bond ETF during the first, second, third, and fourth quarters of the year, according to a recent disclosure filed with the SEC. For example, Modera Wealth Management LLC purchased 163,672 shares in the third quarter, valued at approximately $3,944,000.
From tickerreport.com
Why it matters
The changes in institutional ownership reflect shifts in capital allocation within the corporate bond market. These movements indicate investor sentiment regarding the stability and yield of short-to-medium-term corporate debt.
From tickerreport.com
Who's involved
- SECRecipient of the mandatory disclosure of investment positions.
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The entities involved
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SEC
Slovak company
Related events
- Wedbush Securities Inc. purchased a new stake in the Capital Group Municipal Income ETF, filing a disclosure with the SEC.
- ETF Portfolio Partners Inc. disclosed trading activity to the SEC on October 24, 2026.
- SEC filing reported ETF holdings involving SPX on October 19, 2026.
- The SEC has mandated that filings regarding ETF holdings must be submitted.
- Multiple firms acquired or increased their stakes in the FT Vest Laddered International Moderate Buffer ETF on October 18, 2026.