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Schwab 1-5 Year Corporate Bond ETF

117 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 15 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
37
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CM
1
Columbus Macro
Pennsylvania
$10.6M 426,824 -8,660 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.3M 374,983 -18,939 -5%
MWM
3
Meridian Wealth Management
Kentucky
$9.24M 372,585 +9,404 +3%
WWWM
4
White Wing Wealth Management
Texas
$8.04M 324,033 +8,070 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.73M 311,546 -19,186 -6%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.39M 299,200 +2,563 +0.9%
Bank of America
7
Bank of America
North Carolina
$6.19M 249,350 -30,124 -11%
SW
8
SlateStone Wealth
Florida
$5.78M 232,966 +37,046 +19%
MWM
9
Modera Wealth Management
New Jersey
$5.1M 205,449 -706 -0.3%
ACM
10
AlphaStar Capital Management
North Carolina
$4.79M 192,974 +192,974 New
CIA
11
Cape Investment Advisory
Georgia
$4.55M 183,551 +4,271 +2%
KAS
12
Kestra Advisory Services
Texas
$4.13M 166,471 +33,366 +25%
VST
13
Van Strum & Towne
California
$4.05M 163,092 +36,040 +28%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.92M 158,176 +539 +0.3%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.63M 146,111 -48,940 -25%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.61M 145,439 +905 +0.6%
PPH
17
Pure Portfolios Holdings
Oregon
$3.45M 138,956 +19,482 +16%
EL
18
Essex LLC
Illinois
$3.2M 128,883 +3,808 +3%
CFGSD
19
Compass Financial Group (South Dakota)
South Dakota
$3.11M 125,310 +20,726 +20%
CCA
20
Clearwater Capital Advisors
Illinois
$2.63M 105,862 -448 -0.4%
WCFP
21
White & Co Financial Planning
Washington
$2.59M 104,319 +354 +0.3%
FIA
22
Foundations Investment Advisors
Arizona
$2.46M 99,349 +10,486 +12%
JCIA
23
Jackson Creek Investment Advisors
Colorado
$2.06M 83,194 -1,347 -2%
MHR
24
Matthew Hamilton Rosenberg
$2.02M 81,616 -15,840 -16%
AFG
25
Altiora Financial Group
Ohio
$1.72M 69,420