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Schwab 1-5 Year Corporate Bond ETF

119 hedge funds and large institutions have $158M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.86M
2 -$2.51M
3 -$2.05M
4
Jane Street
Jane Street
New York
-$1.67M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Columbus Macro
Pennsylvania
$10.6M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.3M
MWM
3
Meridian Wealth Management
Kentucky
$9.24M
WWWM
4
White Wing Wealth Management
Texas
$8.04M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.73M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.39M
Bank of America
7
Bank of America
North Carolina
$6.19M
SW
8
SlateStone Wealth
Florida
$5.78M
MWM
9
Modera Wealth Management
New Jersey
$5.1M
ACM
10
AlphaStar Capital Management
North Carolina
$4.79M
CIA
11
Cape Investment Advisory
Georgia
$4.55M
KAS
12
Kestra Advisory Services
Texas
$4.13M
VST
13
Van Strum & Towne
California
$4.05M
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.92M
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.63M
HighTower Advisors
16
HighTower Advisors
Illinois
$3.61M
PPH
17
Pure Portfolios Holdings
Oregon
$3.45M
EL
18
Essex LLC
Illinois
$3.2M
CFGSD
19
Compass Financial Group (South Dakota)
South Dakota
$3.11M
CCA
20
Clearwater Capital Advisors
Illinois
$2.63M
WCFP
21
White & Co Financial Planning
Washington
$2.59M
FIA
22
Foundations Investment Advisors
Arizona
$2.46M
JCIA
23
Jackson Creek Investment Advisors
Colorado
$2.06M
MHR
24
Matthew Hamilton Rosenberg
$2.02M
AFG
25
Altiora Financial Group
Ohio
$1.72M