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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$503K 20,539 +8,465 +70%
LFA
52
Level Financial Advisors
New York
$494K 19,901
KWM
53
Kingsview Wealth Management
Oregon
$488K 19,682 +1,954 +11%
OMC
54
Old Mission Capital
Illinois
$486K 19,583 -7,294 -27%
Citadel Advisors
55
Citadel Advisors
Florida
$470K 18,945 -61,930 -77%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$465K 18,737 +18,737 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$458K 18,458 -7,076 -28%
C1AG
58
Client 1st Advisory Group
Florida
$451K 18,168 -6,690 -27%
CST
59
Charles Schwab Trust
Nevada
$439K 17,683 -14,517 -45%
BAM
60
Berkshire Asset Management
Pennsylvania
$438K 17,666 -86 -0.5%
CKAIS
61
Christensen King & Associates Investment Services
Washington
$422K 17,015 -172 -1%
CPP
62
Capasso Planning Partners
South Carolina
$403K 16,226 -14,287 -47%
PWM
63
Perigon Wealth Management
California
$359K 14,451 +94 +0.7%
LWM
64
Lodestone Wealth Management
Washington
$344K 13,870
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$341K 13,725
Morgan Stanley
66
Morgan Stanley
New York
$338K 13,604 +6,444 +90%
FFN
67
Focus Financial Network
Minnesota
$332K 13,389 +113 +0.9%
SAW
68
Signal Advisors Wealth
Michigan
$307K 12,384 +12,384 New
BWP
69
Burling Wealth Partners
Illinois
$304K 12,240 +12,240 New
FFG
70
First Financial Group
North Carolina
$300K 12,085 +2,985 +33%
CFD
71
Creative Financial Designs
Indiana
$293K 11,824 +101 +0.9%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$278K 11,220
FA
73
FDx Advisors
Illinois
$277K 11,154 -643 -5%
GSEP
74
Golden State Equity Partners
California
$273K 10,988 +300 +3%
BPA
75
Beacon Pointe Advisors
California
$264K 10,636 +10,636 New