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Schwab 1-5 Year Corporate Bond ETF

110 hedge funds and large institutions have $162M invested in Schwab 1-5 Year Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Columbus Macro
Pennsylvania
$10.8M
MWM
2
Meridian Wealth Management
Kentucky
$9.87M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.42M
WWWM
4
White Wing Wealth Management
Texas
$8.59M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.36M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.85M
Bank of America
7
Bank of America
North Carolina
$6.61M
SF
8
Summit Financial
New Jersey
$5.39M
MWM
9
Modera Wealth Management
New Jersey
$5.32M
SW
10
SlateStone Wealth
Florida
$5.16M
KAS
11
Kestra Advisory Services
Texas
$5.05M
IWC
12
Integrated Wealth Concepts
Massachusetts
$4.3M
VST
13
Van Strum & Towne
California
$4.09M
HighTower Advisors
14
HighTower Advisors
Illinois
$3.78M
CFGSD
15
Compass Financial Group (South Dakota)
South Dakota
$3.72M
PPH
16
Pure Portfolios Holdings
Oregon
$3.7M
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.51M
SWA
18
Sightline Wealth Advisors
Connecticut
$3.48M
MWM
19
MFG Wealth Management
Indiana
$3M
WCFP
20
White & Co Financial Planning
Washington
$2.69M
EL
21
Essex LLC
Illinois
$2.65M
CCA
22
Clearwater Capital Advisors
Illinois
$2.64M
FIA
23
Foundations Investment Advisors
Arizona
$2.62M
BAMG
24
Brand Asset Management Group
Missouri
$2.1M
Citadel Advisors
25
Citadel Advisors
Florida
$2.04M