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Schwab 1-5 Year Corporate Bond ETF

118 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, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.58%
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
38
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
26
Sightline Wealth Advisors
Connecticut
$1.61M -$7.99K -322 -0.5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.55M -$139K -5,584 -8%
VIA
28
Victrix Investment Advisors
Florida
$1.51M +$6.82K +275 +0.5%
LPL Financial
29
LPL Financial
California
$1.39M -$2.51M -101,031 -64%
CFS
30
Cannon Financial Strategists
Georgia
$1.34M
FTUS
31
Flow Traders U.S.
New York
$1.34M +$493K +19,883 +59%
MA
32
Mutual Advisors
Nebraska
$1.31M +$26.6K +1,075 +2%
Ameriprise
33
Ameriprise
Minnesota
$1.14M -$16.1K -650 -1%
VA
34
Valmark Advisers
Ohio
$1.12M
Mariner
35
Mariner
Kansas
$975K -$2.05M -82,629 -68%
CFA
36
Cahill Financial Advisors
Minnesota
$943K +$22.5K +906 +2%
Cerity Partners
37
Cerity Partners
New York
$855K
SF
38
Seek First
California
$813K +$8.88K +358 +1%
Calamos Advisors
39
Calamos Advisors
Illinois
$787K +$787K +31,738 New
FFA
40
Farther Finance Advisors
California
$731K +$302K +12,176 +70%
UCFA
41
United Capital Financial Advisors
Texas
$703K -$1.86K -75 -0.3%
Creative Planning
42
Creative Planning
Kansas
$625K +$115K +4,644 +23%
LAIC
43
Lederer & Associates Investment Counsel
California
$606K -$620 -25 -0.1%
RC
44
Roundview Capital
New Jersey
$590K -$37.4K -1,508 -6%
AAS
45
Avantax Advisory Services
Texas
$587K -$14.4K -581 -2%
AFG
46
Atomi Financial Group
New York
$567K -$26.7K -1,077 -4%
WPC
47
Wedmont Private Capital
Pennsylvania
$566K +$6.32K +256 +1%
SI
48
Stonekeep Investments
New Mexico
$555K -$110K -4,416 -16%
CFS
49
Coordinated Financial Services
Colorado
$552K -$19.7K -793 -3%
Betterment LLC
50
Betterment LLC
New York
$526K +$526K +21,189 New